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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 %
Bank of America
1
Bank of America
North Carolina
$53M +$31.3K +746 +0.1%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$20.9M -$1.93M -45,950 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.4M -$867K -20,647 -4%
Mariner
4
Mariner
Kansas
$16.2M +$16.2M +384,640 New
Wells Fargo
5
Wells Fargo
California
$15.1M +$12.5M +297,179 +484%
WMR
6
Wealth Management Resources
Rhode Island
$12.2M +$225K +5,354 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$11.7M -$293K -6,978 -2%
Ameriprise
8
Ameriprise
Minnesota
$8.71M +$905K +21,534 +12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.48M -$293K -6,979 -4%
LPL Financial
10
LPL Financial
California
$6.88M +$1M +23,804 +17%
BWM
11
Brickley Wealth Management
California
$5.37M -$924 -22 -0%
Creative Planning
12
Creative Planning
Kansas
$3.73M -$11.9K -284 -0.3%
SWP
13
Sagespring Wealth Partners
Tennessee
$3.62M -$281K -6,680 -7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$3.05M -$438K -10,435 -13%
UBS Group
15
UBS Group
Switzerland
$2.93M -$44.6K -1,062 -2%
RCAG
16
Rehmann Capital Advisory Group
Michigan
$2.88M +$7.9K +188 +0.3%
MWM
17
Modern Wealth Management
Kansas
$2.67M +$71.4K +1,699 +3%
BPA
18
Beacon Pointe Advisors
California
$2.55M -$47.7K -1,136 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.34M +$10.7K +254 +0.5%
ACM
20
Armbruster Capital Management
New York
$1.99M +$297K +7,075 +18%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.65M -$795K -18,915 -32%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.58M +$1.58M +37,690 New
Goldman Sachs
23
Goldman Sachs
New York
$1.53M +$570K +13,567 +60%
MSAM
24
Moloney Securities Asset Management
Missouri
$1.52M +$55.7K +1,327 +4%
IWC
25
Integrated Wealth Concepts
Massachusetts
$1.46M +$33.2K +790 +2%