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iShares MSCI USA Small-Cap Min Vol Factor ETF

105 hedge funds and large institutions have $612M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
45
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$279M 9,534,216 +508,110 +6%
Bank of America
2
Bank of America
North Carolina
$70.2M 2,403,604 -381,642 -14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$26.9M 922,247 +7,914 +0.9%
HSA
4
HBK Sorce Advisory
Pennsylvania
$19.3M 662,053 +642,271 +3,247%
KAS
5
Kestra Advisory Services
Texas
$14.3M 489,240 +489,240 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$12.9M 440,470 -622,601 -59%
LS
7
Leelyn Smith
Illinois
$12.5M 427,764 +72,632 +20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.8M 404,666 +115,984 +40%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$11.7M 401,009 +91,945 +30%
LPL Financial
10
LPL Financial
California
$11.4M 388,459 -93,378 -19%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.92M 340,341 -93,342 -22%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$8.25M 282,365 +121,050 +75%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$7.62M 260,631 +252,953 +3,295%
Citadel Advisors
14
Citadel Advisors
Florida
$6.3M 215,740 +215,740 New
SFA
15
Stewardship Financial Advisors
Georgia
$5.75M 196,669 +11,725 +6%
MML Investors Services
16
MML Investors Services
Massachusetts
$5.64M 193,014 +12,459 +7%
W
17
Wealthquest
Ohio
$5.23M 178,891 +19,506 +12%
Goldman Sachs
18
Goldman Sachs
New York
$4.45M 152,111 +142,173 +1,431%
SPIA
19
Steward Partners Investment Advisory
New York
$4.26M 145,696 +29,931 +26%
BWM
20
Brickley Wealth Management
California
$4.13M 136,392 +11,037 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.95M 135,316 -11,866 -8%
UBS Group
22
UBS Group
Switzerland
$3.78M 129,326 +11,907 +10%
Creative Planning
23
Creative Planning
Kansas
$3.24M 110,857 +110,857 New
PAG
24
Private Advisor Group
New Jersey
$3.2M 109,460 +27,173 +33%
Ameriprise
25
Ameriprise
Minnesota
$3.18M 108,605 +26,505 +32%