USMV icon

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 %
GA
776
Greytown Advisors
Florida
$506K -$301K -4,170 -37%
BF
777
BOK Financial
Oklahoma
$505K +$7.79K +108 +2%
JWCA
778
J.W. Coons Advisors
Ohio
$503K +$1.08K +15 +0.2%
RPWA
779
Regent Peak Wealth Advisors
Georgia
$501K +$44.4K +615 +10%
CA
780
Claro Advisors
Massachusetts
$501K -$11.8K -163 -2%
GIA
781
Goodwin Investment Advisory
Georgia
$500K -$3.31M -45,950 -87%
CAMV
782
Concord Asset Management (Virginia)
Virginia
$499K +$499K +6,918 New
CFG
783
Cooper Financial Group
California
$496K +$32.2K +446 +7%
SS
784
Sunbelt Securities
Texas
$496K -$53.9K -748 -10%
MFG
785
Monumental Financial Group
Maryland
$496K -$161K -2,234 -25%
SWM
786
Selective Wealth Management
Virginia
$490K -$10.9K -150 -2%
SFPG
787
Stonebridge Financial Planning Group
Florida
$488K
MPCG
788
Matrix Private Capital Group
New York
$488K
WTC
789
WhitTier Trust Company
Nevada
$485K
EIA
790
Eldridge Investment Advisors
New Hampshire
$484K -$28.9K -400 -6%
AWM
791
Ameliora Wealth Management
Switzerland
$483K
MWM
792
Meridian Wealth Management
Kentucky
$481K -$8.22K -114 -2%
RWP
793
Ridgecrest Wealth Partners
California
$480K
TFA
794
Tranquilli Financial Advisor
New Jersey
$478K -$24.7K -342 -5%
WHCI
795
W.H. Cornerstone Investments
Massachusetts
$477K +$10.8K +146 +2%
DAS
796
Dynamic Advisor Solutions
Arizona
$469K +$25.6K +355 +6%
SRWM
797
Shira Ridge Wealth Management
California
$469K +$469K +6,499 New
SS
798
Simplicity Solutions
Minnesota
$467K +$45.9K +637 +11%
SAM
799
Silvercrest Asset Management
New York
$466K +$1.3K +18 +0.3%
LA
800
LexAurum Advisors
Kansas
$464K +$13.3K +184 +3%