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iShares MSCI USA Small-Cap Min Vol Factor ETF

124 hedge funds and large institutions have $239M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
35
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
76
Lido Advisors
California
$225K
FPAS
77
Focus Partners Advisor Solutions
Missouri
$223K -$4.92K -117 -2%
Stifel Financial
78
Stifel Financial
Missouri
$211K +$211K +5,032 New
RSF
79
Rik Saylor Financial
Ohio
$209K -$4.12K -98 -2%
PFA
80
Professional Financial Advisors
Nebraska
$204K +$204K +4,846 New
SAM
81
S.A. Mason
Michigan
$195K +$210 +5 +0.1%
HI
82
Harbour Investments
Wisconsin
$178K -$29.4K -700 -14%
AIP
83
Ameritas Investment Partners
Nebraska
$140K +$12.2K +290 +9%
EWA
84
EP Wealth Advisors
California
$133K -$5.46K -130 -4%
AAS
85
Ameritas Advisory Services
Nebraska
$133K -$121K -2,880 -48%
SWM
86
Spire Wealth Management
Virginia
$126K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$99K -$4.62K -110 -4%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$81.2K -$16K -382 -17%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$75.3K
PWM
90
Provident Wealth Management
Tennessee
$73.6K
Comerica Bank
91
Comerica Bank
Texas
$58.4K
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$57.8K
PWA
93
Physician Wealth Advisors
Utah
$57.1K +$126 +3 +0.2%
RFA
94
Reyes Financial Architecture
California
$56K
GRP
95
Global Retirement Partners
California
$48.4K +$48.4K +1,153 New
CTA
96
Colonial Trust Advisors
South Carolina
$47.3K
FRA
97
Front Row Advisors
California
$44.1K
HAP
98
Harbor Asset Planning
Massachusetts
$37.6K +$37.6K +895 New
AWM
99
AE Wealth Management
Kansas
$37.5K -$22.9K -544 -38%
PCFFS
100
Pacific Center for Financial Services
California
$26.7K