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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 %
MWM
701
MBE Wealth Management
Wisconsin
$761K -$14.6K -203 -2%
PWG
702
Private Wealth Group
Florida
$759K
PAWA
703
Palo Alto Wealth Advisors
California
$758K +$758K +10,509 New
PWM
704
Provident Wealth Management
Tennessee
$755K -$4.4K -61 -0.6%
WEG
705
World Equity Group
Illinois
$755K -$905K -12,554 -55%
VWM
706
Venturi Wealth Management
Texas
$754K -$28K -389 -4%
AWM
707
Atticus Wealth Management
Florida
$753K -$396K -5,492 -34%
LC
708
LCNB Corp
Ohio
$750K
WWP
709
WR Wealth Planners
Missouri
$749K +$45.4K +629 +6%
4WM
710
4J Wealth Management
Virginia
$747K -$15.1K -209 -2%
ECML
711
Eagle Capital Management (Louisiana)
Louisiana
$737K +$20.3K +281 +3%
LFGH
712
Lee Financial Group Hawaii
Hawaii
$735K +$53.9K +747 +8%
FH
713
FWG Holdings
Florida
$730K -$15.5K -215 -2%
NCM
714
NCM Capital Management
New Jersey
$728K -$27.4K -380 -4%
MIH
715
Meitav Investment House
Israel
$727K
ACM
716
Advisors Capital Management
New Jersey
$705K -$79.9K -1,108 -10%
FA
717
Fountainhead AM
New Jersey
$702K +$1.73K +24 +0.2%
SF
718
Summit Financial
New Jersey
$700K +$1.95K +27 +0.3%
VC
719
Veery Capital
Delaware
$699K -$216 -3 -0%
HH
720
Hilltop Holdings
Texas
$691K -$26K -361 -4%
PFO
721
Pathstone Family Office
New Jersey
$683K
AT
722
American Trust
Kentucky
$673K +$6.92K +96 +1%
AA
723
Advisory Alpha
Michigan
$672K -$319K -4,418 -32%
PFA
724
Pinnacle Family Advisors
Missouri
$670K +$17.8K +247 +3%
CA
725
Continuum Advisory
Idaho
$670K -$826K -11,458 -55%