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iShares MSCI USA Small-Cap Min Vol Factor ETF

114 hedge funds and large institutions have $820M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 54 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WWM
101
Wolff Wiese Magana
California
$5.95K 180
SIS
102
Sound Income Strategies
Florida
$5.42K 164 +164 New
DFA
103
DHJJ Financial Advisors
Illinois
$5.39K 163 +163 New
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$3.87K 117 +62 +113%
VWM
105
Valley Wealth Managers
New Jersey
$3.6K 109 +109 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$3K 80 -145 -64%
PPWM
107
PFG Private Wealth Management
Florida
$2.45K 74
CSPIA
108
Cary Street Partners Investment Advisory
Virginia
$2.31K 70 +70 New
AIC
109
Archer Investment Corporation
Indiana
$2.21K 67
CIAS
110
Capital Investment Advisory Services
North Carolina
$2.02K 61
HBW
111
Hazlett, Burt & Watson
West Virginia
$2K 55
AssetMark Inc
112
AssetMark Inc
California
$1.06K 32 -17 -35%
TSWM
113
Tyler-Stone Wealth Management
Ohio
$1K 29
MAWA
114
Moss Adams Wealth Advisors
Washington
HNB
115
Huntington National Bank
Ohio
GWSA
116
Global Wealth Strategies & Associates
Colorado
$20 1
Goldman Sachs
117
Goldman Sachs
New York
-31,327 Closed
CWM
118
Cornerstone Wealth Management
Missouri
-18,884 Closed
UWM
119
USAdvisors Wealth Management
Minnesota
-6,277 Closed
NL
120
NWAM LLC
Washington
-6,248 Closed
RJTCONH
121
Raymond James Trust Company of New Hampshire
New Hampshire
-5,878 Closed
FA
122
Financial Advisors
Massachusetts
-5,840 Closed
PO
123
Private Ocean
California
-915 Closed
TCM
124
TD Capital Management
Tennessee
-850 Closed
GT
125
Glenmede Trust
Pennsylvania
-574 Closed