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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 %
WF
751
Williams Financial
Vermont
$588K +$588K +7,274 New
WA
752
Waddell & Associates
Tennessee
$579K
BJL
753
Brighton Jones LLC
Washington
$579K +$124K +1,539 +27%
CWA
754
Capital Wealth Alliance
Arizona
$573K
SCA
755
Southern Capital Advisors
Tennessee
$573K +$573K +7,083 New
WC
756
Whitney & Co
New York
$569K -$59.7K -738 -9%
SAM
757
Synergy Asset Management
Washington
$564K +$564K +6,975 New
FMWA
758
Forvis Mazars Wealth Advisors
Missouri
$561K -$50.1K -620 -8%
MSFS
759
Main Street Financial Solutions
Pennsylvania
$557K +$87.6K +1,082 +19%
OPA
760
Old Port Advisors
Maine
$556K -$117K -1,486 -17%
LRWA
761
Long Run Wealth Advisors
New York
$556K +$556K +6,893 New
WTC
762
WhitTier Trust Company
Nevada
$552K
LF
763
LifeSteps Financial
California
$551K
WF
764
Warner Financial
Maryland
$550K +$550K +6,795 New
GWM
765
Greenwich Wealth Management
Connecticut
$547K -$241K -2,980 -31%
WSFS
766
Wilmington Savings Fund Society
Delaware
$546K -$65.8K -812 -11%
SAM
767
Silvercrest Asset Management
New York
$544K +$26.9K +333 +5%
CHA
768
Carmichael Hill & Associates
Maryland
$543K +$494K +6,103 +997%
SFPG
769
Stonebridge Financial Planning Group
Florida
$542K -$27.1K -361 -5%
RWP
770
Ridgecrest Wealth Partners
California
$538K +$70K +865 +15%
CA
771
Continuum Advisory
Idaho
$536K +$55.1K +681 +11%
APC
772
Aspire Private Capital
North Carolina
$526K +$87.3K +1,080 +20%
AGP
773
Autumn Glory Partners
Texas
$526K +$526K +6,499 New
AP
774
Advisor Partners
California
$524K -$180K -2,223 -26%
PPWM
775
PFG Private Wealth Management
Florida
$524K +$1.37K +17 +0.3%