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iShares MSCI USA Small-Cap Min Vol Factor ETF

120 hedge funds and large institutions have $920M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
34
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WIA
76
Wetzel Investment Advisors
Indiana
$143K 4,018 +4,018 New
SWM
77
Spire Wealth Management
Virginia
$106K 2,990 -451 -13%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$94.9K 2,659 +1,523 +134%
Comerica Bank
79
Comerica Bank
Texas
$87.7K 2,456 +13 +0.5%
SC
80
Stephens Consulting
Michigan
$83.1K 2,327 +4 +0.2%
PWM
81
Provident Wealth Management
Tennessee
$62.6K 1,753
AIP
82
Ameritas Investment Partners
Nebraska
$56K 1,568 +79 +5%
EWA
83
EverSource Wealth Advisors
Alabama
$47.5K 1,331 +1,144 +612%
GRP
84
Global Retirement Partners
California
$40.6K 1,151
CTA
85
Colonial Trust Advisors
South Carolina
$40.2K 1,125
FRA
86
Front Row Advisors
California
$37.5K 1,050 -30 -3%
PCFFS
87
Pacific Center for Financial Services
California
$29.8K 834 -749 -47%
OP
88
ORG Partners
Indiana
$29.4K 823 +336 +69%
HNB
89
Huntington National Bank
Ohio
US Bancorp
90
US Bancorp
Minnesota
$23.9K 669
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$19.9K 558 +441 +377%
BCMLT
92
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.3K 555
FHA
93
First Horizon Advisors
Tennessee
$14.5K 406
ADL
94
Asset Dedication LLC
California
$14K 406
AP
95
Aspect Partners
Virginia
$13.5K 379 +379 New
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$12.4K 347
William Blair & Company
97
William Blair & Company
Illinois
$11.3K 317 +317 New
ASN
98
Advisory Services Network
Georgia
$8.74K 245 +245 New
CA
99
Clearstead Advisors
Ohio
$8.64K 242 -242 -50%
SWM
100
Sugarloaf Wealth Management
Georgia
$8.47K 237 +2 +0.9%