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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 %
PWP
726
Phillips Wealth Planners
Mississippi
$667K +$667K +9,093 New
SWM
727
Silverlake Wealth Management
Vermont
$659K -$50.8K -705 -7%
NIC
728
Northwest Investment Counselors
Oregon
$658K +$507K +7,026 +335%
TAM
729
Townsend Asset Management
North Carolina
$655K +$19.3K +268 +3%
BI
730
Berkeley Inc
Idaho
$651K +$865 +12 +0.1%
IWA
731
Intercontinental Wealth Advisors
Texas
$643K
PP
732
PDS Planning
Ohio
$642K +$5.05K +70 +0.8%
WGCA
733
Wolf Group Capital Advisors
Virginia
$641K -$21.7K -301 -3%
TPWM
734
Twelve Points Wealth Management
Massachusetts
$639K
MAM
735
Milestone Asset Management
Pennsylvania
$632K +$632K +8,695 New
EGA
736
E&G Advisors
Texas
$632K
SCA
737
Southern Capital Advisors
Tennessee
$629K +$97.8K +1,356 +18%
SM
738
Sensible Money
Arizona
$620K +$620K +8,606 New
FG
739
Fiduciary Group
Georgia
$619K
BMCM
740
Bryn Mawr Capital Management
Pennsylvania
$618K +$618K +8,566 New
RJTCONH
741
Raymond James Trust Company of New Hampshire
New Hampshire
$615K -$9.66K -134 -2%
QPWM
742
Quadrant Private Wealth Management
Pennsylvania
$611K +$611K +8,475 New
GA
743
Gateway Advisory
New Jersey
$611K +$41.4K +575 +7%
CWP
744
Concord Wealth Partners
Virginia
$608K +$608K +8,433 New
TIA
745
Traphagen Investment Advisors
New Jersey
$603K +$28.8K +399 +5%
EFG
746
Everhart Financial Group
Ohio
$599K +$40.9K +567 +7%
BSW
747
Buckingham Strategic Wealth
Missouri
$597K +$54K +749 +10%
CAM
748
Cidel Asset Management
Ontario, Canada
$594K -$5.41K -75 -0.9%
BFG
749
Bleakley Financial Group
New Jersey
$593K +$593K +8,227 New
PWMG
750
Prestige Wealth Management Group
New Jersey
$590K +$173K +2,398 +41%