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iShares MSCI USA Min Vol Factor ETF

1,143 hedge funds and large institutions have $22B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 420 increasing their positions, 477 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+20
Holders Change %
+1.78%
% of All Funds
18.03%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
2.02%
New
101
Increased
420
Reduced
477
Closed
73
Calls
$1.55M
Puts
$617K
Net Calls
+$936K
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
401
Strategic Point Investment Advisors
Rhode Island
$3.04M -$9.8M -131,867 -76%
GFA
402
Gallagher Fiduciary Advisors
Illinois
$3.03M -$1.2M -16,095 -28%
C
403
Certuity
Florida
$3.02M +$3.02M +40,637 New
Legacy Financial Group (Iowa)
404
Legacy Financial Group (Iowa)
Iowa
$3.01M +$1.03M +13,822 +52%
PCA
405
Pallas Capital Advisors
Massachusetts
$2.96M +$1.71M +22,984 +136%
APWA
406
Atlas Private Wealth Advisors
New Jersey
$2.96M +$1.31M +17,641 +79%
VWA
407
Visionary Wealth Advisors
Illinois
$2.96M -$683K -9,191 -19%
WCG
408
Weaver Consulting Group
California
$2.9M -$39.2K -527 -1%
IF
409
IRON Financial
Illinois
$2.89M -$11K -148 -0.4%
SFP
410
Sweet Financial Partners
Minnesota
$2.85M -$41.3K -556 -1%
IA
411
IFP Advisors
Florida
$2.83M -$13.9K -187 -0.5%
NL
412
NWAM LLC
Washington
$2.83M -$690K -9,276 -20%
ELI
413
Empire Life Investments
Ontario, Canada
$2.82M -$862K -11,600 -23%
VI
414
Vestcor Inc
New Brunswick, Canada
$2.8M -$3.46M -46,570 -55%
CBFP
415
Cedar Brook Financial Partners
Ohio
$2.79M +$6.91K +93 +0.2%
SL
416
SWMG LLC
Texas
$2.74M +$124K +1,664 +5%
WWM
417
WT Wealth Management
Arizona
$2.73M +$208K +2,792 +8%
TGAM
418
TBH Global Asset Management
Tennessee
$2.7M +$149K +2,000 +6%
TNBTD
419
Trustmark National Bank Trust Department
Mississippi
$2.67M -$669K -8,994 -20%
MYIA
420
Mount Yale Investment Advisors
Colorado
$2.66M +$402K +5,414 +18%
MAP
421
Milestone Advisory Partners
North Carolina
$2.63M -$409K -5,502 -13%
BIA
422
Bell Investment Advisors
California
$2.62M +$51.2K +689 +2%
LPAM
423
Lodestar Private Asset Management
California
$2.62M -$70.8K -952 -3%
SIAG
424
Safeguard Investment Advisory Group
California
$2.61M -$159K -2,145 -6%
WQ
425
Wealth Quarterback
New Jersey
$2.61M +$2.29M +30,784 +718%