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iShares MSCI USA Min Vol Factor ETF

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
776
Prime Capital Investment Advisors
Kansas
$469K +$45K +619 +11%
NHT
777
New Hampshire Trust
New Hampshire
$467K
AFO
778
Arrowroot Family Office
California
$466K +$466K +6,402 New
HL
779
HeadInvest LLC
Maine
$465K +$2.62K +36 +0.6%
AFP
780
Ausdal Financial Partners
Iowa
$462K +$31.9K +439 +7%
SW
781
StrongBox Wealth
Missouri
$459K
LF
782
LifeSteps Financial
California
$459K
PPWM
783
PFG Private Wealth Management
Florida
$458K -$364 -5 -0.1%
OFG
784
Oxford Financial Group
Indiana
$458K -$2.35M -32,370 -84%
GC
785
Gibson Capital
Pennsylvania
$451K +$451K +6,200 New
KIA
786
KCM Investment Advisors
California
$450K
ABC
787
Associated Banc-Corp
Wisconsin
$449K
GAM
788
GEM Asset Management
Michigan
$449K +$21.9K +301 +5%
WB
789
Webster Bank
Connecticut
$447K +$53K +728 +13%
MCA
790
MSH Capital Advisors
Arizona
$446K +$80.3K +1,104 +22%
AFO
791
Allie Family Office
Florida
$446K
DP
792
Denver PWM
Colorado
$442K
PG
793
Patten Group
Tennessee
$442K
Wealthfront Advisers
794
Wealthfront Advisers
California
$441K -$25.4K -349 -5%
CCM
795
Coldstream Capital Management
Washington
$439K +$13.7K +189 +3%
SC
796
Sinecera Capital
Texas
$435K +$1.31K +18 +0.3%
HCA
797
Heck Capital Advisors
Wisconsin
$431K +$9.38K +129 +2%
GIA
798
Guyasuta Investment Advisors
Pennsylvania
$429K
BFG
799
Bleakley Financial Group
New Jersey
$429K -$169K -2,326 -28%
PL
800
Parthenon LLC
Kentucky
$427K