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iShares MSCI USA Small-Cap Min Vol Factor ETF

119 hedge funds and large institutions have $704M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
39
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FRA
101
Front Row Advisors
California
$40K 1,080
GWM
102
Geneos Wealth Management
Colorado
$38K 1,012
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$38K 986
Fidelity Investments
104
Fidelity Investments
Massachusetts
$38K 988 +988 New
AIP
105
Ameritas Investment Partners
Nebraska
$30K 809 -45 -5%
SWM
106
Sugarloaf Wealth Management
Georgia
$28K 740 -2,584 -78%
LSA
107
Lion Street Advisors
Texas
$19K 500 +500 New
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$17K 439 -697 -61%
BW
109
Bison Wealth
Georgia
$14K 375 +375 New
SPWG
110
Sage Private Wealth Group
Illinois
$10K 269
CI
111
CX Institutional
Indiana
$7K 179
ASN
112
Advisory Services Network
Georgia
$7K 191 +191 New
Deutsche Bank
113
Deutsche Bank
Germany
$5K 130
SW
114
SVB Wealth
Massachusetts
$3K 85 +85 New
RPCA
115
Running Point Capital Advisors
California
$2K 40
Citigroup
116
Citigroup
New York
$2K 51 +26 +104%
WQ
117
Wealth Quarterback
New Jersey
$2K 30 +30 New
PWS
118
Paragon Wealth Strategies
Florida
$2K 48 +48 New
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$2K 70 +70 New
FFA
120
Founders Financial Alliance
North Carolina
$1K 28 +28 New
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
-91,800 Closed
AI
122
Atria Investments
North Carolina
-45,814 Closed
Barclays
123
Barclays
United Kingdom
-11,899 Closed
TWP
124
Tower Wealth Partners
Pennsylvania
-10,868 Closed
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
-7,717 Closed