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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 %
RFN
751
Redwood Financial Network
Ohio
$589K -$92.6K -1,284 -14%
SP
752
Successful Portfolios
Florida
$580K -$9.23K -128 -2%
AIA
753
AIMZ Investment Advisors
California
$579K
CCWM
754
Cassaday & Co Wealth Management
Virginia
$577K +$577K +8,008 New
APC
755
Aspire Private Capital
North Carolina
$574K +$95.7K +1,328 +20%
MCWS
756
McKinley Carter Wealth Services
West Virginia
$569K -$31.4K -436 -5%
GJIA
757
Glass Jacobson Investment Advisors
Maryland
$567K +$567K +7,864 New
GBWM
758
Granite Bay Wealth Management
New Hampshire
$566K -$390K -5,412 -41%
NRI
759
NFP Retirement Inc
California
$566K +$230K +3,186 +68%
Neuberger Berman Group
760
Neuberger Berman Group
New York
$563K
VFIC
761
Valley Forge Investment Consultants
Pennsylvania
$560K +$2.67K +37 +0.5%
IAS
762
Insigneo Advisory Services
Florida
$541K +$541K +7,500 New
PFGIA
763
Patriot Financial Group Insurance Agency
Massachusetts
$532K -$137K -1,906 -21%
EL
764
EMFO LLC
Florida
$531K -$108K -1,495 -17%
BTWM
765
Baker Tilly Wealth Management
Wisconsin
$523K +$42K +582 +9%
RT
766
Rockland Trust
Massachusetts
$521K +$521K +7,233 New
DWT
767
Dorsey & Whitney Trust
South Dakota
$520K -$77.4K -1,074 -13%
RW
768
Regimen Wealth
Georgia
$519K +$519K +7,207 New
WA
769
Waddell & Associates
Tennessee
$516K
MA
770
MKT Advisors
California
$515K +$74.3K +1,007 +17%
GWM
771
GSB Wealth Management
Connecticut
$512K -$1.44K -20 -0.3%
FAM
772
Family Asset Management
South Carolina
$512K +$512K +7,098 New
RCM
773
Requisite Capital Management
Texas
$511K -$226K -3,141 -31%
EPP
774
ETF Portfolio Partners
Kansas
$508K -$62.4K -866 -11%
CSPIA
775
Cary Street Partners Investment Advisory
Virginia
$507K