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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 %
PCA
651
Peddock Capital Advisors
Massachusetts
$940K -$68.4K -949 -7%
MC
652
Moors & Cabot
Massachusetts
$939K -$9.66K -134 -1%
TCM
653
True Capital Management
California
$937K +$937K +13,000 New
OWM
654
OneAscent Wealth Management
Alabama
$936K -$93.6K -1,297 -9%
WAL
655
W Advisors LLC
Tennessee
$926K +$7.72K +107 +0.8%
SG
656
StoneX Group
New York
$925K -$45.1K -625 -5%
KCM
657
Kathmere Capital Management
Pennsylvania
$911K -$23.1K -321 -2%
CC
658
Courier Capital
New York
$911K -$93K -1,290 -9%
ACS
659
Archford Capital Strategies
Illinois
$910K +$251K +3,486 +38%
Susquehanna International Group
660
Susquehanna International Group
Pennsylvania
$908K -$4.8M -66,541 -84%
SC
661
Scotia Capital
Ontario, Canada
$902K +$39.9K +553 +5%
CWM
662
Concentrum Wealth Management
California
$901K +$119K +1,645 +15%
GA
663
Goldstein Advisors
Wisconsin
$893K +$893K +12,384 New
T
664
TRUADVICE
Florida
$891K +$242K +3,302 +37%
FA
665
Forefront Analytics
Pennsylvania
$885K -$140K -1,937 -14%
LC
666
Lincoln Capital
Nebraska
$873K -$36.2K -502 -4%
GHA
667
GW Henssler & Associates
Georgia
$856K +$30.6K +424 +4%
AWM
668
Avaii Wealth Management
Wisconsin
$856K -$5.05K -70 -0.6%
KOMWMG
669
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$853K +$4.4K +61 +0.5%
WMA
670
Wealth Management Associates
New Jersey
$850K
FA
671
Flagstar Advisors
New York
$847K +$29.3K +407 +4%
DWP
672
Destiny Wealth Partners
Florida
$845K +$41K +568 +5%
VAS
673
Vestmark Advisory Solutions
Massachusetts
$837K -$5.03M -69,779 -86%
FTS
674
Fifth Third Securities
Ohio
$831K -$52.3K -726 -6%
BWA
675
BDO Wealth Advisors
Florida
$829K +$937 +13 +0.1%