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iShares MSCI USA Min Vol Factor ETF

1,153 hedge funds and large institutions have $23.5B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 402 increasing their positions, 454 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
+94
Holders Change %
+8.88%
% of All Funds
18.6%
Holding in Top 10
145
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
2.34%
New
167
Increased
402
Reduced
454
Closed
55
Calls
$2.29M
Puts
$3.4M
Net Calls
-$1.12M
Net Calls Change
-$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
REMPR
351
Roof Eidam Maycock Peralta (REMP)
California
$4.11M +$1.91M +26,526 +87%
FHA
352
Flagship Harbor Advisors
Massachusetts
$4.11M -$490K -6,790 -11%
BFG
353
Barber Financial Group
Kansas
$4.1M -$9.23K -128 -0.2%
SAMT
354
Select Asset Management & Trust
Pennsylvania
$4.09M -$92.6K -1,284 -2%
CWS
355
Cypress Wealth Services
California
$4.07M +$345K +4,779 +9%
HGWM
356
Horst & Graben Wealth Management
Oregon
$4.04M +$302K +4,188 +8%
BFG
357
Buttonwood Financial Group
Missouri
$4.04M +$62.2K +862 +2%
RA
358
RFG Advisory
Alabama
$4.04M +$1.12M +15,295 +38%
PWM
359
Perigon Wealth Management
California
$4.03M +$358K +4,964 +10%
TF
360
Tompkins Financial
New York
$4.03M -$699K -9,692 -15%
APA
361
Astoria Portfolio Advisors
New York
$4.02M +$1.64M +22,657 +69%
MW
362
MBL Wealth
North Carolina
$3.98M +$395K +5,475 +11%
FFS
363
Founders Financial Securities
Maryland
$3.98M +$596K +8,262 +18%
SI
364
Saxon Interests
Texas
$3.96M -$103K -1,418 -3%
WIA
365
World Investment Advisors
California
$3.95M -$3.03M -41,999 -43%
MWM
366
Marietta Wealth Management
Georgia
$3.88M -$184K -2,549 -5%
IFWM
367
Institute for Wealth Management
Colorado
$3.87M -$289K -4,003 -7%
DI
368
DFPG Investments
Utah
$3.85M +$3.85M +52,191 New
CWP
369
CFM Wealth Partners
Texas
$3.84M -$40.2K -557 -1%
TNBTD
370
Trustmark National Bank Trust Department
Mississippi
$3.84M -$260K -3,603 -6%
I
371
INVST
Indiana
$3.83M +$1.4M +19,138 +58%
EIP
372
Ellis Investment Partners
Pennsylvania
$3.82M -$41.6K -577 -1%
WCM
373
Windham Capital Management
Massachusetts
$3.8M
SAMC
374
Spectrum Asset Management (California)
California
$3.8M +$1.98M +27,439 +109%
FHC
375
First Heartland Consultants
Missouri
$3.8M -$290K -4,017 -7%