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iShares MSCI USA Min Vol Factor ETF

1,059 hedge funds and large institutions have $20B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 410 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-28
Holders Change %
-2.58%
% of All Funds
18.31%
Holding in Top 10
146
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.8%
% of All Funds
2.52%
New
69
Increased
410
Reduced
415
Closed
83
Calls
$2.23M
Puts
$212K
Net Calls
+$2.02M
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
676
Silverlake Wealth Management
Vermont
$651K +$4.96K +75 +0.8%
WWP
677
WR Wealth Planners
Missouri
$645K +$26.4K +399 +4%
FA
678
Fountainhead AM
New Jersey
$642K -$21K -318 -3%
VC
679
Veery Capital
Delaware
$641K -$397 -6 -0.1%
SF
680
Summit Financial
New Jersey
$640K +$375K +5,666 +141%
T
681
TRUADVICE
Florida
$629K +$26.2K +368 +4%
PFO
682
Pathstone Family Office
New Jersey
$626K +$313K +4,735 +100%
RFN
683
Redwood Financial Network
Ohio
$625K -$12.1K -183 -2%
FG
684
Fiduciary Group
Georgia
$622K
WCA
685
Waypoint Capital Advisors
Minnesota
$618K
PFGIA
686
Patriot Financial Group Insurance Agency
Massachusetts
$614K -$468K -7,074 -43%
AT
687
American Trust
Kentucky
$610K +$661 +10 +0.1%
SWP
688
Strategic Wealth Partners
Ohio
$607K +$607K +9,185 New
WGCA
689
Wolf Group Capital Advisors
Virginia
$607K -$74.3K -1,124 -11%
ACS
690
Archford Capital Strategies
Illinois
$604K +$46.2K +699 +8%
AGP
691
Autumn Glory Partners
Texas
$603K
MFG
692
Monumental Financial Group
Maryland
$603K +$338K +5,107 +127%
VWM
693
Vigilare Wealth Management
Arizona
$598K -$82.8K -1,253 -12%
JSL
694
JT Stratford LLC
Georgia
$598K -$2.98K -45 -0.5%
PFA
695
Pinnacle Family Advisors
Missouri
$598K +$41.4K +626 +7%
BI
696
Berkeley Inc
Idaho
$596K -$12.1K -183 -2%
MWM
697
MorganRosel Wealth Management
Colorado
$596K +$129K +1,955 +28%
IWA
698
Intercontinental Wealth Advisors
Texas
$590K
TPWM
699
Twelve Points Wealth Management
Massachusetts
$586K -$2.11K -32 -0.4%
EL
700
EMFO LLC
Florida
$585K