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iShares MSCI USA Min Vol Factor ETF

970 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 319 increasing their positions, 431 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
970
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
17.04%
Holding in Top 10
139
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.44%
% of All Funds
2.44%
New
69
Increased
319
Reduced
431
Closed
52
Calls
$23.9M
Puts
$2.1M
Net Calls
+$21.8M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Shares
Change %
AWMS
701
Advocacy Wealth Management Services
Georgia
$415K +$12K +163 +3%
BJL
702
Brighton Jones LLC
Washington
$413K -$72.7K -989 -15%
IC
703
Inverness Counsel
New York
$413K -$414K
SWA
704
SFMG Wealth Advisors
Texas
$412K
VFA
705
Valeo Financial Advisors
Indiana
$411K +$49K +667 +14%
LWP
706
Lumature Wealth Partners
Georgia
$410K -$48.1K -655 -10%
CC
707
Copperleaf Capital
North Carolina
$410K +$12.9K +175 +3%
AB
708
Atlas Brown
Kentucky
$408K +$5.96K +81 +1%
LFF
709
Level Four Financial
Texas
$407K -$36.7K -500 -8%
SA
710
Stewardship Advisors
Pennsylvania
$406K
AWP
711
Ascent Wealth Partners
New York
$401K -$12.8K -174 -3%
LF
712
Lantz Financial
Illinois
$401K -$5.74K -78 -1%
APC
713
Aspire Private Capital
North Carolina
$399K -$98.4K -1,337 -20%
HCIA
714
Hochman Cole Investment Advisors
Illinois
$399K -$48.8K -664 -11%
CTI
715
Community Trust & Investment
Kentucky
$399K
BHB
716
Bank Hapoalim BM
Israel
$398K -$5.88K -80 -1%
BCMO
717
Buckingham Capital Management (Ohio)
Ohio
$397K -$6.9K -94 -2%
MWM
718
Mission Wealth Management
California
$395K +$72.5K +986 +22%
MWM
719
MorganRosel Wealth Management
Colorado
$394K -$9.48K -129 -2%
BW
720
Bison Wealth
Georgia
$394K +$220 +3 +0.1%
PCM
721
Parsons Capital Management
Rhode Island
$392K -$101K -1,374 -21%
PFA
722
Professional Financial Advisors
Nebraska
$392K +$1.4K +19 +0.4%
Bessemer Group
723
Bessemer Group
New Jersey
$392K +$33.1K +450 +9%
DY
724
Dowling & Yahnke
California
$388K -$49.6K -674 -11%
GSIS
725
Global Strategic Investment Solutions
Arizona
$377K