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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 %
MWM
526
Mattern Wealth Management
Kansas
$1.97M
AWA
527
Arkadios Wealth Advisors
Georgia
$1.96M +$363K +4,482 +23%
BIA
528
Bell Investment Advisors
California
$1.91M -$4.53K -56 -0.2%
RA
529
RFG Advisory
Alabama
$1.9M +$1.53M +18,870 +406%
WS
530
Wedbush Securities
California
$1.89M -$115K -1,427 -6%
CFCI
531
Comprehensive Financial Consultants Institutional
Indiana
$1.89M +$1.89M +25,449 New
SCA
532
St. Clair Advisors
Ohio
$1.89M -$148K -1,826 -7%
BWM
533
BCGM Wealth Management
Indiana
$1.88M -$1.94K -24 -0.1%
BFS
534
Bickling Financial Services
Massachusetts
$1.88M -$86.1K -1,065 -4%
STA
535
Summit Trail Advisors
New York
$1.87M
CA
536
CGN Advisors
Kansas
$1.86M +$391K +4,835 +27%
BCA
537
Bay Colony Advisors
Massachusetts
$1.84M +$592K +7,320 +47%
BFA
538
BMS Financial Advisors
South Dakota
$1.84M +$1.84M +22,769 New
PCA
539
Pallas Capital Advisors
Massachusetts
$1.83M -$1.7M -22,586 -48%
NWMG
540
National Wealth Management Group
Ohio
$1.81M +$1.81M +22,426 New
EFG
541
Erickson Financial Group
Pennsylvania
$1.81M +$1.81M +22,387 New
FTS
542
Fifth Third Securities
Ohio
$1.81M -$11.7K -145 -0.6%
ISB
543
Iowa State Bank
Iowa
$1.8M -$213K -2,638 -11%
SFG
544
Sovereign Financial Group
Connecticut
$1.78M +$1.78M +22,041 New
BDF
545
Black Diamond Financial
Maryland
$1.77M +$240K +2,967 +16%
BEI
546
Benjamin Edwards Inc
Missouri
$1.76M +$2.91K +36 +0.2%
RB
547
Renasant Bank
Mississippi
$1.76M +$435K +5,371 +33%
WP
548
WealthShield Partners
North Carolina
$1.74M +$1.33M +16,473 +324%
RA
549
Riversedge Advisors
Delaware
$1.73M +$22.7K +280 +1%
FDCC
550
Foster Dykema Cabot & Co
Massachusetts
$1.73M -$29.7K -367 -2%