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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 %
BCMLT
101
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.4K +$126 +3 +0.5%
OWP
102
ORG Wealth Partners
Texas
$22.3K
FC
103
Fairscale Capital
New Hampshire
$16.3K
BL
104
BFSG LLC
California
$16.2K
MCM
105
MAI Capital Management
Ohio
$14.5K -$11.5K -275 -44%
William Blair & Company
106
William Blair & Company
Illinois
$13.3K
CA
107
Clearstead Advisors
Ohio
$10.2K
EWA
108
EverSource Wealth Advisors
Alabama
$7.86K -$9.75K -232 -55%
WWM
109
Wolff Wiese Magana
California
$7.56K
GWM
110
Geneos Wealth Management
Colorado
$5.89K -$4.04K -96 -41%
MEG
111
Millstone Evans Group
Colorado
$5.71K -$12.4K -295 -68%
FFA
112
Farther Finance Advisors
California
$4.83K +$4.83K +115 New
AssetMark Inc
113
AssetMark Inc
California
$4.08K -$283K -6,745 -99%
CA
114
CoreCap Advisors
Michigan
$4.08K -$2.44K -58 -37%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +107 New
AIC
116
Archer Investment Corporation
Indiana
$2.82K
CIAS
117
Capital Investment Advisory Services
North Carolina
$2.56K
S
118
Sachetta
Massachusetts
$2.42K +$42 +1 +2%
HBW
119
Hazlett, Burt & Watson
West Virginia
$2K
IA
120
IFP Advisors
Florida
$1.85K
SC
121
Stephens Consulting
Michigan
$883 -$91.7K -2,181 -99%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$546
TFA
123
Transamerica Financial Advisors
Florida
$493
HNB
124
Huntington National Bank
Ohio
$42 -$41
PFG
125
Premier Financial Group
California
$42 +$42 +1 New