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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 %
T
376
TNF
Montana
$3.79M +$1.16M +15,874 +44%
MMA
377
Miracle Mile Advisors
California
$3.78M -$190K -2,636 -5%
DWM
378
Defined Wealth Management
Oregon
$3.77M +$975K +13,527 +35%
BFS
379
Bickling Financial Services
Massachusetts
$3.75M +$2.34M +32,518 +167%
BOPW
380
Brandywine Oak Private Wealth
Pennsylvania
$3.74M -$103K -1,426 -3%
SW
381
SVB Wealth
Massachusetts
$3.74M +$2.14M +29,670 +134%
BS
382
Banco Santander
Spain
$3.71M
CWM
383
Cordatus Wealth Management
Pennsylvania
$3.7M +$3.7M +51,319 New
ICMARC
384
International City Management Association Retirement Corp
District of Columbia
$3.61M +$3.61M +50,000 New
PFA
385
Pettinga Financial Advisors
Indiana
$3.6M -$956K -13,253 -21%
SB
386
Strategic Blueprint
Georgia
$3.59M +$83.9K +1,164 +2%
TFA
387
Transamerica Financial Advisors
Florida
$3.57M -$771K -10,693 -18%
DA
388
Detalus Advisors
Missouri
$3.55M +$339K +4,705 +11%
BA
389
BCM Advisors
Louisiana
$3.53M
WCM
390
WealthBridge Capital Management
Ohio
$3.51M -$67.6K -938 -2%
OPS
391
Orion Portfolio Solutions
Nebraska
$3.5M -$34.6M -479,235 -91%
SW
392
SteelPeak Wealth
California
$3.5M +$505 +7 +0%
ELI
393
Empire Life Investments
Ontario, Canada
$3.47M -$1.72M -23,900 -33%
WWM
394
Western Wealth Management
Colorado
$3.45M -$4.61M -63,892 -57%
SFS
395
Sowell Financial Services
Arkansas
$3.43M +$2.04M +28,367 +148%
GM
396
GeoWealth Management
Illinois
$3.41M +$643K +8,925 +23%
SIAG
397
Safeguard Investment Advisory Group
California
$3.39M -$296K -4,109 -8%
BPCE
398
Bank Pictet & Cie (Europe)
Germany
$3.38M
WMP
399
Wealth Management Partners
Arizona
$3.35M -$214K -3,000 -6%
ECM
400
Evergreen Capital Management
Washington
$3.3M +$598K +8,299 +22%