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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 %
Marshall Wace
676
Marshall Wace
United Kingdom
$829K +$570K +7,900 +219%
CFA
677
Cahill Financial Advisors
Minnesota
$825K -$9.01K -125 -1%
OPWM
678
Oxinas Partners Wealth Management
Indiana
$821K +$9.66K +134 +1%
BFG
679
Bouchey Financial Group
New York
$818K
CFD
680
Creative Financial Designs
Indiana
$818K -$2.88K -40 -0.4%
TVAMP
681
Tennessee Valley Asset Management Partners
Tennessee
$818K -$204K -2,829 -20%
EFG
682
Erickson Financial Group
Pennsylvania
$813K -$697K -9,672 -46%
CPIA
683
Cornell Pochily Investment Advisors
New York
$812K +$11.8K +164 +1%
SBL
684
Sargent Bickham Lagudis
Colorado
$804K -$1.15K -16 -0.1%
GLLW
685
Graves Light Lenhart Wealth
Virginia
$801K -$49.7K -690 -6%
SWA
686
Stratos Wealth Advisors
Ohio
$800K -$188K -2,606 -19%
TF
687
TIAA FSB
Florida
$800K -$20K -278 -2%
VI
688
Vestcor Inc
New Brunswick, Canada
$795K -$11.9M -164,509 -94%
OBWP
689
O'Brien Wealth Partners
Massachusetts
$794K
CC
690
Copperleaf Capital
North Carolina
$792K -$61.7K -856 -7%
SPWM
691
Schrum Private Wealth Management
Florida
$791K +$9.16K +127 +1%
BW
692
Bison Wealth
Georgia
$791K -$574K -7,931 -42%
MGIA
693
Moneta Group Investment Advisors
Missouri
$788K +$216K +2,945 +38%
CWM
694
C2C Wealth Management
Arizona
$785K -$3.31K -46 -0.4%
CRWM
695
Castle Rock Wealth Management
California
$776K -$1.97K -27 -0.3%
WMA
696
West Michigan Advisors
Michigan
$772K -$56.7K -787 -7%
JIP
697
Jaffetilchin Investment Partners
Florida
$771K -$23.6K -327 -3%
KP
698
Keel Point
Alabama
$770K
PMG
699
ProVise Management Group
Florida
$767K +$16K +222 +2%
JSL
700
JT Stratford LLC
Georgia
$766K +$114K +1,586 +18%