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iShares MSCI USA Min Vol Factor ETF

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
701
Sunbelt Securities
Texas
$780K +$72.4K +954 +10%
FCIM
702
Fairview Capital Investment Management
California
$776K -$34.4K -425 -4%
CFD
703
Creative Financial Designs
Indiana
$772K +$146K +1,802 +23%
AWA
704
Arete Wealth Advisors
Illinois
$766K +$80.6K +1,001 +12%
TA
705
TrueWealth Advisors
Alabama
$762K +$97.2K +1,201 +15%
TAM
706
Townsend Asset Management
North Carolina
$760K +$3.24K +40 +0.4%
EFG
707
Everhart Financial Group
Ohio
$759K +$118K +1,460 +18%
COCM
708
Charter Oak Capital Management
New Hampshire
$749K -$58.5K -723 -7%
EGA
709
E&G Advisors
Texas
$748K -$8.09K -100 -1%
DWT
710
Dorsey & Whitney Trust
South Dakota
$748K +$55.8K +689 +8%
PP
711
PDS Planning
Ohio
$743K +$3.64K +45 +0.5%
FFBTD
712
First Financial Bank - Trust Division
Ohio
$741K
ECML
713
Eagle Capital Management (Louisiana)
Louisiana
$738K +$9.47K +117 +1%
CA
714
CoreCap Advisors
Michigan
$734K +$734K +9,069 New
CAM
715
Cidel Asset Management
Ontario, Canada
$725K
IWA
716
Intercontinental Wealth Advisors
Texas
$721K
PP
717
Patten & Patten
Tennessee
$719K
EL
718
EMFO LLC
Florida
$717K -$78K -963 -10%
OC
719
Oppenheimer & Co
New York
$713K +$2.83K +35 +0.4%
CSPIA
720
Cary Street Partners Investment Advisory
Virginia
$709K -$20.6K -255 -3%
PFA
721
Pinnacle Family Advisors
Missouri
$705K +$93.3K +1,153 +15%
APW
722
Aurora Private Wealth
New Jersey
$699K -$21.9K -271 -3%
FF
723
FourThought Financial
Florida
$699K -$12.8K -158 -2%
KIA
724
KCM Investment Advisors
California
$697K +$335K +4,136 +92%
MGIA
725
Moneta Group Investment Advisors
Missouri
$697K +$443K +5,473 +174%