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iShares MSCI USA Min Vol Factor ETF

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
651
OneAscent Wealth Management
Alabama
$825K -$119K -1,641 -13%
BFG
652
Bouchey Financial Group
New York
$825K
KOMWMG
653
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$822K -$38.9K -534 -5%
TVAMP
654
Tennessee Valley Asset Management Partners
Tennessee
$820K -$4.58K -63 -0.6%
CPIA
655
Cornell Pochily Investment Advisors
New York
$820K +$291 +4 +0%
WMS
656
Wealth Management Solutions
Pennsylvania
$814K -$159K -2,192 -16%
FA
657
Forefront Analytics
Pennsylvania
$808K -$84.2K -1,157 -9%
GLLW
658
Graves Light Lenhart Wealth
Virginia
$808K
CWM
659
C2C Wealth Management
Arizona
$804K
BWA
660
BDO Wealth Advisors
Florida
$804K -$33.2K -456 -4%
CCWA
661
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$801K +$801K +11,014 New
MGIA
662
Moneta Group Investment Advisors
Missouri
$789K +$6.26K +86 +0.8%
LC
663
Lincoln Capital
Nebraska
$789K -$91.7K -1,261 -10%
BWM
664
BCS Wealth Management
Tennessee
$783K -$178K -2,444 -19%
TF
665
TIAA FSB
Florida
$782K -$25K -344 -3%
AWA
666
Arete Wealth Advisors
Illinois
$782K +$17.8K +245 +2%
OPWM
667
Oxinas Partners Wealth Management
Indiana
$779K -$49.2K -677 -6%
YIH
668
Y-Intercept (HK)
Hong Kong
$776K +$322K +4,422 +71%
CRWM
669
Castle Rock Wealth Management
California
$767K -$11.9K -162 -2%
PWG
670
Private Wealth Group
Florida
$765K
VC
671
Veery Capital
Delaware
$760K +$55.6K +765 +8%
JIP
672
Jaffetilchin Investment Partners
Florida
$759K -$18.6K -256 -2%
PWM
673
Provident Wealth Management
Tennessee
$759K -$2.84K -39 -0.4%
JSL
674
JT Stratford LLC
Georgia
$755K -$18.4K -253 -2%
KCM
675
Kathmere Capital Management
Pennsylvania
$753K -$166K -2,279 -18%