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iShares MSCI USA Small-Cap Min Vol Factor ETF

121 hedge funds and large institutions have $655M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.18% more ownership

Funds ownership: 91.25%94.43% (+3.2%)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

0% more funds holding

Funds holding: 121121 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less capital invested

Capital invested by funds: $662M → $655M (-$7.69M)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
43
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
101
Beacon Capital Management LLC (Tennessee)
Tennessee
$19K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$15K -$21.2K -607 -56%
FHA
103
First Horizon Advisors
Tennessee
$13K
PTC
104
Private Trust Company
Ohio
$9K
SPWG
105
Sage Private Wealth Group
Illinois
$9K
FFA
106
Founders Financial Alliance
North Carolina
$6K
WWM
107
Wolff Wiese Magana
California
$6K +$6.28K +180 New
SWM
108
Selective Wealth Management
Virginia
$5K
Deutsche Bank
109
Deutsche Bank
Germany
$4K
EWM
110
Endurance Wealth Management
Rhode Island
$4K
MCC
111
Money Concepts Capital
Florida
$4K
BTI
112
Blue Trust Inc
Georgia
$3K +$1.53K +44 +88%
AIC
113
Archer Investment Corporation
Indiana
$2.14K
SL
114
Savior LLC
Massachusetts
$2K -$2.83K -81 -52%
CIAS
115
Capital Investment Advisory Services
North Carolina
$2K
CA
116
Crewe Advisors
Utah
$2K
HBW
117
Hazlett, Burt & Watson
West Virginia
$2K
PPWM
118
PFG Private Wealth Management
Florida
$2K
FWM
119
Focused Wealth Management
New York
$1K
TSWM
120
Tyler-Stone Wealth Management
Ohio
$1K +$1.01K +29 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$1 +$1.4K +40 New
W
122
Wealthquest
Ohio
-$217K -6,386 Closed
AWM
123
AE Wealth Management
Kansas
-$211K -6,197 Closed
SWP
124
Stratos Wealth Partners
Ohio
-$206K -6,055 Closed
SWM
125
Spire Wealth Management
Virginia
-$180K -5,292 Closed