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iShares MSCI USA Small-Cap Min Vol Factor ETF

121 hedge funds and large institutions have $655M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.18% more ownership

Funds ownership: 91.25%94.43% (+3.2%)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

0% more funds holding

Funds holding: 121121 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less capital invested

Capital invested by funds: $662M → $655M (-$7.69M)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
43
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$237K +$14K +401 +6%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$232K -$38.1K -1,092 -13%
IWN
78
Independent Wealth Network
Iowa
$225K +$140 +4 +0.1%
WWM
79
Windsor Wealth Management
Indiana
$208K
IA
80
IFP Advisors
Florida
$117K +$11.4K +326 +10%
JWBC
81
John W. Brooker & Co
California
$108K
SC
82
Stephens Consulting
Michigan
$86.4K +$35 +1 +0%
SAM
83
S.A. Mason
Michigan
$85K -$12.3K -352 -12%
PCM
84
Penserra Capital Management
California
$81K +$22.3K +640 +33%
ONST
85
Old North State Trust
North Carolina
$60K +$65.4K +1,875 New
GWM
86
Geneos Wealth Management
Colorado
$59K +$64K +1,834 +4,957%
PWM
87
Provident Wealth Management
Tennessee
$56K
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$52K -$4.67K -134 -8%
APA
89
American Portfolios Advisors
New York
$49.6K -$22.7K -650 -30%
PCFFS
90
Pacific Center for Financial Services
California
$43K
AWM
91
Aspire Wealth Management
Massachusetts
$40K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$37K +$349 +10 +0.9%
FRA
93
Front Row Advisors
California
$35K
TRCT
94
Tower Research Capital (TRC)
New York
$29K -$645K -18,486 -95%
PO
95
Private Ocean
California
$29K
AIP
96
Ameritas Investment Partners
Nebraska
$29K +$3.73K +107 +13%
BWA
97
BDO Wealth Advisors
Florida
$28K +$140 +4 +0.5%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$28K +$30.2K +866 New
SWM
99
Sugarloaf Wealth Management
Georgia
$24K +$35 +1 +0.1%
CA
100
Clearstead Advisors
Ohio
$20K