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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 %
T
501
TCWP
Ohio
$1.84M +$35.8K +482 +2%
BWM
502
Baystate Wealth Management
Massachusetts
$1.81M +$138K +1,853 +8%
SPAS
503
Spectrum Planning & Advisory Services
California
$1.8M +$2.52K +34 +0.1%
CA
504
CoreCap Advisors
Michigan
$1.74M +$1.74M +23,414 New
AWA
505
Arkadios Wealth Advisors
Georgia
$1.74M +$5.87K +79 +0.3%
SFM
506
Signet Financial Management
New Jersey
$1.73M -$960K -12,909 -36%
GFL
507
Granite FO LLC
New Hampshire
$1.72M +$372 +5 +0%
FPCP
508
Fort Point Capital Partners
California
$1.72M -$73.6K -990 -4%
RB
509
Renasant Bank
Mississippi
$1.72M -$19K -255 -1%
GFG
510
Goldstone Financial Group
Illinois
$1.69M -$4.16M -55,996 -71%
9WM
511
9258 Wealth Management
Ohio
$1.69M -$210K -2,822 -11%
SS
512
Simplicity Solutions
Minnesota
$1.67M -$166K -2,233 -9%
AWE
513
Avidian Wealth Enterprises
Texas
$1.66M +$167K +2,245 +11%
TFA
514
Tranquilli Financial Advisor
New Jersey
$1.66M +$570K +7,675 +52%
KPWS
515
Kestra Private Wealth Services
Texas
$1.64M -$279K -3,754 -15%
TWM
516
Triton Wealth Management
Arizona
$1.63M -$74.5K -992 -4%
FGA
517
Fortis Group Advisors
New Jersey
$1.61M -$17.7K -238 -1%
GSEP
518
Golden State Equity Partners
California
$1.61M +$1.28M +17,251 +390%
FMWA
519
Forvis Mazars Wealth Advisors
Missouri
$1.61M +$89.6K +1,205 +6%
WAS
520
Wealth Advisory Solutions
Indiana
$1.6M
MW
521
Marcum Wealth
Ohio
$1.6M -$453K -6,090 -22%
SI
522
Stephens Inc
Arkansas
$1.6M -$1.41K -19 -0.1%
PTC
523
Private Trust Company
Ohio
$1.6M +$191K +2,574 +14%
KWM
524
Kaydan Wealth Management
Michigan
$1.58M -$69.3K -932 -4%
CWM
525
Certus Wealth Management
California
$1.56M +$1.56M +21,003 New