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iShares MSCI USA Small-Cap Min Vol Factor ETF

121 hedge funds and large institutions have $211M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
27
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
76
Harbour Investments
Wisconsin
$205K
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$201K -$829 -20 -0.4%
SAM
78
S.A. Mason
Michigan
$192K -$1.66K -40 -0.9%
EWA
79
EP Wealth Advisors
California
$137K +$137K +3,307 New
AIP
80
Ameritas Investment Partners
Nebraska
$127K +$13K +313 +11%
SWM
81
Spire Wealth Management
Virginia
$124K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$102K +$6.97K +168 +7%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$96K -$81.7K -1,971 -46%
SC
84
Stephens Consulting
Michigan
$91.3K -$5.47K -132 -6%
RF
85
Rossby Financial
Florida
$87.1K +$87.1K +2,140 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$74.3K +$1.53K +37 +2%
PWM
87
Provident Wealth Management
Tennessee
$72.7K
AWM
88
AE Wealth Management
Kansas
$59.5K
Comerica Bank
89
Comerica Bank
Texas
$57.6K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$57K
PWA
91
Physician Wealth Advisors
Utah
$56.2K +$166 +4 +0.3%
RFA
92
Reyes Financial Architecture
California
$55.2K
CTA
93
Colonial Trust Advisors
South Carolina
$46.6K
FRA
94
Front Row Advisors
California
$43.5K
PCFFS
95
Pacific Center for Financial Services
California
$26.3K -$4.93K -119 -16%
MCM
96
MAI Capital Management
Ohio
$25.7K +$14.3K +345 +125%
BCMLT
97
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K +$124 +3 +0.5%
OWP
98
ORG Wealth Partners
Texas
$22K +$22K +528 New
FFA
99
Founders Financial Alliance
North Carolina
$20.1K
MEG
100
Millstone Evans Group
Colorado
$17.8K +$83 +2 +0.5%