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iShares MSCI USA Min Vol Factor ETF

898 hedge funds and large institutions have $22.7B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 353 increasing their positions, 356 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
18.17%
Holding in Top 10
210
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.11%
% of All Funds
4.25%
New
70
Increased
353
Reduced
356
Closed
64
Calls
$22.7M
Puts
$5.86M
Net Calls
+$16.8M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
576
WJ Wealth Management
Arizona
$1.02M -$10.6M -166,124 -91%
SSWM
577
Sheets Smith Wealth Management
North Carolina
$976K -$627K -9,828 -39%
OIA
578
OneDigital Investment Advisors
Kansas
$946K -$251K -3,937 -21%
MYIA
579
Mount Yale Investment Advisors
Colorado
$937K -$62.1K -974 -6%
CIBC Private Wealth Group
580
CIBC Private Wealth Group
Georgia
$909K +$909K +14,263 New
GWM
581
Greenwich Wealth Management
Connecticut
$906K -$415K -6,510 -31%
TFGT
582
TS Financial Group (TSFG)
Illinois
$882K -$30.9K -485 -3%
CPSC
583
Carl P. Sherr & Co
Massachusetts
$881K -$31.9K -501 -3%
GDP
584
Great Diamond Partners
Maine
$881K +$417K +6,550 +90%
GFS
585
GYL Financial Synergies
Connecticut
$874K -$41.4K -650 -5%
RCA
586
Rowland Carmichael Advisors
Arizona
$865K +$43.2K +678 +5%
RSWM
587
Robertson Stephens Wealth Management
California
$858K -$2.09M -32,836 -71%
RWA
588
Ropes Wealth Advisors
Massachusetts
$856K +$191 +3 +0%
FLPIM
589
F.L. Putnam Investment Management
Massachusetts
$855K +$118K +1,849 +16%
SYBT
590
Stock Yards Bank & Trust
Kentucky
$847K
ISB
591
Iowa State Bank
Iowa
$846K +$284K +4,459 +51%
VAS
592
Vestmark Advisory Solutions
Massachusetts
$840K +$191K +3,002 +30%
EWA
593
EP Wealth Advisors
California
$839K +$839K +13,170 New
DA
594
Detalus Advisors
Missouri
$832K +$109K +1,718 +15%
GSWM
595
Golden State Wealth Management
California
$827K -$748K -11,737 -47%
AIFAIM
596
American Institute for Advanced Investment Management
Arizona
$826K -$78K -1,225 -9%
SFG
597
Sowa Financial Group
Rhode Island
$821K +$64 +1 +0%
OPS
598
Orion Portfolio Solutions
Nebraska
$806K -$133K -2,082 -14%
PBF
599
Petix & Botte Financial
California
$793K -$649K -10,174 -45%
6M
600
6 Meridian
Kansas
$792K -$81.2K -1,273 -9%