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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 %
SI
451
Stephens Inc
Arkansas
$2.92M +$688K +8,510 +31%
SMG
452
Spectrum Management Group
Indiana
$2.91M +$2.8M +34,657 +2,620%
GVAG
453
Great Valley Advisor Group
Delaware
$2.9M +$415K +5,156 +17%
MSA
454
Marino Stram & Associates
Massachusetts
$2.88M -$6.07K -75 -0.2%
CWS
455
Cypress Wealth Services
California
$2.87M +$442K +5,462 +18%
BCA
456
Biltmore Capital Advisors
New Jersey
$2.85M +$2.54M +31,460 +839%
WCG
457
Wall Capital Group
Arizona
$2.83M -$2.11M -26,043 -43%
GSWM
458
Greenup Street Wealth Management
Michigan
$2.83M +$2.83M +34,982 New
HC
459
Hoese & Co
Minnesota
$2.82M +$176K +2,180 +7%
PA
460
PFG Advisors
Arizona
$2.81M -$965K -11,929 -26%
PPA
461
Parametric Portfolio Associates
Washington
$2.79M +$414K +5,121 +17%
9WM
462
9258 Wealth Management
Ohio
$2.78M -$222K -2,746 -7%
VWA
463
VERITY Wealth Advisors
United States
$2.78M +$18K +223 +0.7%
W
464
Wealthsimple
Ontario, Canada
$2.78M +$2.78M +34,316 New
HGWM
465
Horst & Graben Wealth Management
Oregon
$2.75M +$2.75M +34,010 New
AWM
466
Aspire Wealth Management
Massachusetts
$2.73M +$2.73M +33,755 New
TWM
467
Tradition Wealth Management
Minnesota
$2.7M +$999K +12,356 +59%
SAMC
468
Spectrum Asset Management (California)
California
$2.69M +$2.69M +33,211 New
IC
469
Inscription Capital
Texas
$2.62M +$121K +1,492 +5%
TGAM
470
TBH Global Asset Management
Tennessee
$2.62M +$633K +7,818 +32%
SWM
471
Sugarloaf Wealth Management
Georgia
$2.61M +$162 +2 +0%
FF
472
Friedenthal Financial
New Jersey
$2.61M -$7.17M -88,628 -73%
HIM
473
HawsGoodwin Investment Management
Tennessee
$2.6M -$91.8K -1,135 -3%
PTC
474
Private Trust Company
Ohio
$2.59M -$246K -3,042 -9%
KWS
475
Keystone Wealth Services
California
$2.56M +$2.56M +31,594 New