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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 %
NHT
801
New Hampshire Trust
New Hampshire
$463K +$463K +6,423 New
RCM
802
Radnor Capital Management
Pennsylvania
$463K
Wealthfront Advisers
803
Wealthfront Advisers
California
$462K +$462K +6,405 New
RCM
804
Raleigh Capital Management
North Carolina
$459K -$37.6K -521 -8%
HL
805
HeadInvest LLC
Maine
$458K -$26K -361 -5%
OC
806
Oppenheimer & Co
New York
$458K -$34K -471 -7%
LA
807
Latitude Advisors
Florida
$456K -$76.4K -1,059 -14%
SW
808
StrongBox Wealth
Missouri
$455K
CRI
809
Commonwealth Retirement Investments
Virginia
$455K +$455K +6,309 New
LF
810
LifeSteps Financial
California
$455K -$29.3K -407 -6%
PPWM
811
PFG Private Wealth Management
Florida
$454K -$2.23K -31 -0.5%
YIH
812
Y-Intercept (HK)
Hong Kong
$450K -$107K -1,484 -19%
KIA
813
KCM Investment Advisors
California
$446K -$171K -2,377 -28%
ABC
814
Associated Banc-Corp
Wisconsin
$445K
AFO
815
Allie Family Office
Florida
$442K
PG
816
Patten Group
Tennessee
$438K -$14.5K -201 -3%
TPWA
817
TRUE Private Wealth Advisors
Oregon
$435K +$66.9K +928 +18%
DP
818
Denver PWM
Colorado
$434K -$131K -1,817 -23%
OCM
819
One Capital Management
California
$432K -$496K -6,886 -53%
SC
820
Sinecera Capital
Texas
$430K +$1.37K +19 +0.3%
AFP
821
Ausdal Financial Partners
Iowa
$426K -$15.1K -210 -3%
GIA
822
Guyasuta Investment Advisors
Pennsylvania
$425K -$125K -1,734 -23%
PL
823
Parthenon LLC
Kentucky
$424K
GAM
824
GEM Asset Management
Michigan
$423K +$423K +5,866 New
CCM
825
Coldstream Capital Management
Washington
$421K +$421K +5,840 New