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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 %
RJA
1
Raymond James & Associates
Florida
$380M 9,988,300 +379,030 +4%
Bank of America
2
Bank of America
North Carolina
$60.5M 1,591,224 -14,717 -0.9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.7M 595,676 +96,467 +19%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22.4M 588,087 +39 +0%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$22M 579,226 +110,032 +23%
LS
6
Leelyn Smith
Illinois
$15.2M 400,507 -5,074 -1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$14.3M 375,532 +23,257 +7%
LPL Financial
8
LPL Financial
California
$13.7M 361,017 -44,395 -11%
AIC
9
Ameritas Investment Company
Nebraska
$12M 38,764 -167,101 -81%
Ameriprise
10
Ameriprise
Minnesota
$10.5M 276,388 +36,275 +15%
CCFM
11
Clear Creek Financial Management
Washington
$7.43M 195,382 +152,962 +361%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$6.54M 171,812 -6,628 -4%
CWM
13
Cornerstone Wealth Management
Missouri
$5.72M 150,333 +14,186 +10%
BWM
14
Brickley Wealth Management
California
$5.35M 140,607 +19 +0%
UBS Group
15
UBS Group
Switzerland
$5.1M 134,023 +6,058 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.44M 116,626 -4,702 -4%
WFA
17
Wade Financial Advisory
California
$4.38M 115,219 +2,728 +2%
Creative Planning
18
Creative Planning
Kansas
$4.13M 108,622 +2,614 +2%
HSA
19
HBK Sorce Advisory
Pennsylvania
$4.09M 107,585 -93,935 -47%
KAS
20
Kestra Advisory Services
Texas
$4.01M 105,317 -15,904 -13%
RJT
21
Raymond James Trust
Florida
$3.95M 103,806 +5,933 +6%
PG
22
Prostatis Group
Maryland
$3.91M 102,828 +6,918 +7%
SPIA
23
Steward Partners Investment Advisory
New York
$3.82M 100,507 -10,860 -10%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.77M 99,215 -55,559 -36%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.72M 97,559 -13,021 -12%