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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
RJA
1
Raymond James & Associates
Florida
$351M +$608K +17,418 +0.2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$57.1M +$11.8M +337,066 +23%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.4M +$13.5M +386,865 +29%
Bank of America
4
Bank of America
North Carolina
$45.7M +$4.22M +121,048 +9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.3M +$2.08M +59,509 +12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.9M +$865K +24,792 +8%
LPL Financial
7
LPL Financial
California
$9.98M +$378K +10,843 +4%
WMR
8
Wealth Management Resources
Rhode Island
$8.35M +$151K +4,317 +2%
Ameriprise
9
Ameriprise
Minnesota
$7.09M -$1.32M -37,750 -16%
SGI
10
Summit Global Investments
Utah
$5.46M +$3.4M +97,489 +133%
WFA
11
Wade Financial Advisory
California
$4.66M +$632K +18,099 +14%
BPA
12
Beacon Pointe Advisors
California
$4.37M +$99.1K +2,840 +2%
UBS Group
13
UBS Group
Switzerland
$4.18M +$64.2K +1,839 +1%
BWM
14
Brickley Wealth Management
California
$4.11M +$1.99K +57 +0%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$3.76M +$458K +13,135 +13%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.6M +$1.51M +43,302 +62%
RJT
17
Raymond James Trust
Florida
$3.51M +$128K +3,675 +3%
Creative Planning
18
Creative Planning
Kansas
$3.36M -$71.6K -2,053 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.35M -$11.5K -330 -0.3%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.88M -$4.22K -121 -0.1%
KAS
21
Kestra Advisory Services
Texas
$2.62M +$455K +13,054 +19%
RCAG
22
Rehmann Capital Advisory Group
Michigan
$2.59M -$1.33K -38 -0%
SPC
23
Sigma Planning Corp
Michigan
$2.01M +$9.73K +279 +0.4%
TFA
24
Transamerica Financial Advisors
Florida
$2M +$2.18M +62,606 +6,260,600%
HNWAG
25
High Net Worth Advisory Group
Florida
$1.91M +$26.2K +751 +1%