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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 %
PBF
501
Petix & Botte Financial
California
$2.26M -$1.11M -13,754 -33%
KPWS
502
Kestra Private Wealth Services
Texas
$2.24M +$307K +3,793 +16%
D
503
Diversified
Delaware
$2.24M +$234K +2,890 +12%
PD
504
Planning Directions
Pennsylvania
$2.24M -$270K -3,339 -11%
OCM
505
Orion Capital Management
California
$2.23M -$186K -2,304 -8%
SWA
506
Stratos Wealth Advisors
Ohio
$2.23M +$1.68M +20,759 +307%
Natixis Advisors
507
Natixis Advisors
Massachusetts
$2.21M +$536K +6,630 +32%
SF
508
Synovus Financial
Georgia
$2.19M -$7.52K -93 -0.3%
DE
509
Day & Ennis
Georgia
$2.17M +$1.12M +13,849 +106%
CAG
510
Curtis Advisory Group
California
$2.17M +$116K +1,439 +6%
JFG
511
JMG Financial Group
Illinois
$2.15M
FFWA
512
FRG Family Wealth Advisors
Washington
$2.14M -$590K -7,300 -22%
GCM
513
Goldstream Capital Management
Hong Kong
$2.12M +$2.12M +26,145 New
TWM
514
Triton Wealth Management
Arizona
$2.1M -$344K -4,503 -14%
W
515
Wealthquest
Ohio
$2.08M -$834K -10,305 -29%
LIA
516
LBMC Investment Advisors
Tennessee
$2.08M -$8.08M -99,821 -80%
GHA
517
GW Henssler & Associates
Georgia
$2.08M -$1.88M -23,238 -48%
SL
518
SWMG LLC
Texas
$2.07M +$2.07M +25,556 New
PIMG
519
Patriot Investment Management Group
Tennessee
$2.02M +$98.4K +1,217 +5%
APWM
520
Atlas Private Wealth Management
New York
$2.02M +$12.9K +159 +0.6%
WFAG
521
Wescott Financial Advisory Group
Pennsylvania
$2.02M +$74.2K +917 +4%
PJSIMP
522
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2M +$19.6K +258 +1%
FPCP
523
Fort Point Capital Partners
California
$2M -$23.5K -290 -1%
CIBC World Market
524
CIBC World Market
Ontario, Canada
$1.98M +$2.43K +30 +0.1%
SCM
525
SCS Capital Management
Massachusetts
$1.97M +$1.97M +24,376 New