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iShares MSCI USA Small-Cap Min Vol Factor ETF

126 hedge funds and large institutions have $768M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
126
Holders Change
Holders Change %
0%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
39
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJTCONH
76
Raymond James Trust Company of New Hampshire
New Hampshire
$203K 5,854 -1,774 -23%
FA
77
Financial Advisors
Massachusetts
$202K 5,836 +7 +0.1%
SAM
78
S.A. Mason
Michigan
$179K 5,151 -130 -2%
GWM
79
Geneos Wealth Management
Colorado
$172K 4,963 -9 -0.2%
SC
80
Stephens Consulting
Michigan
$86K 2,481 -229 -8%
ONST
81
Old North State Trust
North Carolina
$65K 1,875
PWM
82
Provident Wealth Management
Tennessee
$60.8K 1,753
PCFFS
83
Pacific Center for Financial Services
California
$58.2K 1,678 +1,678 New
SIS
84
Sound Income Strategies
Florida
$55.2K 1,592 +1,592 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$51.6K 1,488 +310 +26%
IA
86
IFP Advisors
Florida
$48.2K 1,578 -220 -12%
PCM
87
Penserra Capital Management
California
$42K 1,231 -1,073 -47%
GRP
88
Global Retirement Partners
California
$39.2K 1,151 +1,151 New
CTA
89
Colonial Trust Advisors
South Carolina
$39K 1,125
AIP
90
Ameritas Investment Partners
Nebraska
$38.8K 1,119 +186 +20%
FRA
91
Front Row Advisors
California
$37K 1,080
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$33K 956 -214 -18%
PO
93
Private Ocean
California
$31.7K 915 -54 -6%
BWA
94
BDO Wealth Advisors
Florida
$31.2K 899 +4 +0.4%
AWM
95
Aspire Wealth Management
Massachusetts
$30.3K 875 -179 -17%
TCM
96
TD Capital Management
Tennessee
$29.4K 848 +848 New
US Bancorp
97
US Bancorp
Minnesota
$23.2K 669
GT
98
Glenmede Trust
Pennsylvania
$19.9K 574 +574 New
BCMLT
99
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.2K 555
FHA
100
First Horizon Advisors
Tennessee
$14.1K 406