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iShares MSCI USA Min Vol Factor ETF

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
401
Choate Investment Advisors
Massachusetts
$3.58M +$6.96K +86 +0.2%
MWM
402
Minot Wealth Management
Massachusetts
$3.56M +$167K +2,062 +5%
DWM
403
Defined Wealth Management
Oregon
$3.54M -$553K -6,833 -14%
FFN
404
Focus Financial Network
Minnesota
$3.49M +$185K +2,286 +6%
SW
405
SteelPeak Wealth
California
$3.49M +$3.49M +43,143 New
QWM
406
QP Wealth Management
New Jersey
$3.45M -$155K -1,916 -4%
KA
407
Kovack Advisors
Florida
$3.44M +$312K +3,861 +10%
SRC
408
Shufro Rose & Co
New York
$3.42M +$28.3K +350 +0.8%
CWA
409
Clearview Wealth Advisors
Oregon
$3.42M +$1.49M +18,403 +77%
AA
410
ACT Advisors
North Carolina
$3.38M -$216K -2,669 -6%
KOMWMG
411
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.37M +$3.37M +41,695 New
APA
412
American Portfolios Advisors
New York
$3.37M +$148K +1,835 +5%
BWIA
413
Bryant Woods Investment Advisors
New York
$3.37M +$3.37M +41,606 New
YWS
414
Yarger Wealth Strategies
Ohio
$3.37M +$3.37M +41,609 New
SFS
415
Sowell Financial Services
Arkansas
$3.37M +$78.5K +970 +2%
APW
416
Austin Private Wealth
Texas
$3.36M +$2.27M +28,025 +207%
WGCA
417
Wolf Group Capital Advisors
Virginia
$3.33M -$834K -10,309 -20%
WWM
418
WT Wealth Management
Arizona
$3.31M -$144K -1,784 -4%
PWM
419
Perigon Wealth Management
California
$3.29M +$1.08M +13,393 +49%
ECM
420
Evergreen Capital Management
Washington
$3.27M +$1.46K +18 +0%
SB
421
Strategic Blueprint
Georgia
$3.27M +$751K +9,281 +30%
MFW
422
Mosaic Family Wealth
Missouri
$3.26M +$258K +3,184 +9%
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$3.23M -$13.5M -167,443 -81%
WCG
424
Weaver Consulting Group
California
$3.21M -$212K -2,617 -6%
AG
425
Ascent Group
Virginia
$3.2M +$3.2M +42,564 New