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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 %
FBFS
601
First Business Financial Services
Wisconsin
$1.31M
CIBC Private Wealth Group
602
CIBC Private Wealth Group
Georgia
$1.31M +$157K +1,939 +14%
KWM
603
Keebeck Wealth Management
Illinois
$1.3M +$832K +10,293 +177%
SVWAG
604
Sound View Wealth Advisors Group
Georgia
$1.28M +$404 +5 +0%
PFGIA
605
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$368K +4,548 +40%
LC
606
LCNB Corp
Ohio
$1.26M -$152K -1,876 -11%
AA
607
Advisory Alpha
Michigan
$1.26M -$626K -7,737 -33%
IP
608
Intellectus Partners
California
$1.26M -$54.4K -672 -4%
CWG
609
Crown Wealth Group
North Carolina
$1.26M +$1.26M +15,516 New
GLLW
610
Graves Light Lenhart Wealth
Virginia
$1.23M -$219K -2,700 -15%
PPP
611
Private Portfolio Partners
New Jersey
$1.22M +$466K +5,760 +61%
CA
612
Claro Advisors
Massachusetts
$1.21M -$550K -6,800 -31%
MWM
613
MBE Wealth Management
Wisconsin
$1.19M -$151K -1,864 -11%
BHWM
614
Bay Harbor Wealth Management
Maryland
$1.19M +$1.08M +14,268 +977%
SWM
615
Silverlake Wealth Management
Vermont
$1.18M +$1.18M +14,619 New
CC
616
Courier Capital
New York
$1.18M
WF
617
Welch & Forbes
Massachusetts
$1.18M +$41.8K +517 +4%
FWP
618
Firethorn Wealth Partners
Georgia
$1.17M +$1.17M +14,449 New
RW
619
Rede Wealth
Virginia
$1.17M -$15.5K -191 -1%
WT
620
Whittier Trust
California
$1.17M
LFGH
621
Lee Financial Group Hawaii
Hawaii
$1.16M -$123K -1,523 -10%
EWM
622
Endowment Wealth Management
Wisconsin
$1.16M +$1.16M +14,288 New
DA
623
Detalus Advisors
Missouri
$1.14M +$18.1K +224 +2%
SFG
624
StrategIQ Financial Group
Indiana
$1.14M -$283K -3,501 -20%
OIA
625
OneDigital Investment Advisors
Kansas
$1.14M -$5.74K -71 -0.5%