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iShares MSCI USA Small-Cap Min Vol Factor ETF

123 hedge funds and large institutions have $238M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
35
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OWP
101
ORG Wealth Partners
Texas
$22.3K 528
FC
102
Fairscale Capital
New Hampshire
$16.3K 394
BL
103
BFSG LLC
California
$16.2K 386
MCM
104
MAI Capital Management
Ohio
$14.5K 346 -275 -44%
William Blair & Company
105
William Blair & Company
Illinois
$13.3K 317
CA
106
Clearstead Advisors
Ohio
$10.2K 242
EWA
107
EverSource Wealth Advisors
Alabama
$7.86K 187 -232 -55%
WWM
108
Wolff Wiese Magana
California
$7.56K 180
GWM
109
Geneos Wealth Management
Colorado
$5.89K 140 -96 -41%
MEG
110
Millstone Evans Group
Colorado
$5.71K 136 -295 -68%
FFA
111
Farther Finance Advisors
California
$4.83K 115 +115 New
AssetMark Inc
112
AssetMark Inc
California
$4.08K 97 -6,745 -99%
CA
113
CoreCap Advisors
Michigan
$4.08K 97 -58 -37%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$4K 107 +107 New
AIC
115
Archer Investment Corporation
Indiana
$2.82K 67
CIAS
116
Capital Investment Advisory Services
North Carolina
$2.56K 61
S
117
Sachetta
Massachusetts
$2.42K 58 +1 +2%
HBW
118
Hazlett, Burt & Watson
West Virginia
$2K 57
IA
119
IFP Advisors
Florida
$1.85K 44
SC
120
Stephens Consulting
Michigan
$883 21 -2,181 -99%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$546 13
TFA
122
Transamerica Financial Advisors
Florida
$493 12
HNB
123
Huntington National Bank
Ohio
PFG
124
Premier Financial Group
California
$42 1 +1 New
1WM
125
1858 Wealth Management
Ohio
-25,420 Closed