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iShares MSCI USA Min Vol Factor ETF

1,153 hedge funds and large institutions have $23.5B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 402 increasing their positions, 454 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
+94
Holders Change %
+8.88%
% of All Funds
18.6%
Holding in Top 10
145
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
2.34%
New
167
Increased
402
Reduced
454
Closed
55
Calls
$2.29M
Puts
$3.4M
Net Calls
-$1.12M
Net Calls Change
-$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
551
Sovereign Financial Group
Connecticut
$1.45M -$95.8K -1,329 -6%
MLA
552
My Legacy Advisors
Oregon
$1.44M +$488K +6,689 +51%
FMWA
553
Forvis Mazars Wealth Advisors
Missouri
$1.44M -$72.5K -1,005 -5%
HWMA
554
Heritage Wealth Management (Arizona)
Arizona
$1.44M +$704K +9,768 +96%
CMS
555
Capital Market Strategies
Florida
$1.43M -$5.12K -71 -0.4%
BDF
556
Black Diamond Financial
Maryland
$1.43M
T
557
TCWP
Ohio
$1.43M -$2.1M -29,101 -60%
FFWA
558
FRG Family Wealth Advisors
Washington
$1.42M -$339K -4,705 -19%
SFP
559
Shepherd Financial Partners
Massachusetts
$1.41M +$31.4K +435 +2%
LIA
560
LS Investment Advisors
Michigan
$1.4M -$3.79M -52,577 -73%
CWA
561
Clearview Wealth Advisors
Oregon
$1.4M -$275K -3,810 -16%
MCM
562
Manchester Capital Management
Vermont
$1.4M
RBFC
563
Roman Butler Fullerton & Co
Missouri
$1.38M +$5.65K +77 +0.4%
TFS
564
Thoroughbred Financial Services
Tennessee
$1.38M -$330K -4,576 -19%
MCIA
565
Mountain Capital Investment Advisors
Colorado
$1.38M +$53.8K +735 +4%
TP
566
Tranquility Partners
Tennessee
$1.37M +$30.6K +425 +2%
CIBC World Market
567
CIBC World Market
Ontario, Canada
$1.37M +$15K +208 +1%
KCM
568
KM Capital Management
Texas
$1.36M +$1.36M +18,889 New
GFL
569
Granite FO LLC
New Hampshire
$1.35M +$1.35M +17,968 New
BL
570
BFSG LLC
California
$1.35M -$241K -3,343 -15%
CWM
571
CCG Wealth Management
California
$1.34M +$3.82K +53 +0.3%
CG
572
Caprock Group
Idaho
$1.32M +$499K +6,926 +61%
CPA
573
Cardiff Park Advisors
California
$1.32M +$278K +3,854 +27%
STA
574
Summit Trail Advisors
New York
$1.32M -$251K -3,485 -16%
SWM
575
SigFig Wealth Management
California
$1.3M -$3.74M -52,547 -74%