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iShares MSCI USA Min Vol Factor ETF

898 hedge funds and large institutions have $22.7B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 353 increasing their positions, 356 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
18.17%
Holding in Top 10
210
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.11%
% of All Funds
4.25%
New
70
Increased
353
Reduced
356
Closed
64
Calls
$22.7M
Puts
$5.86M
Net Calls
+$16.8M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Shares
Change %
FP
826
Fiduciary Planning
Florida
$57K +$57K +894 New
EI
827
Ellevest Inc
New York
$56K -$7.65K -119 -12%
JFA
828
JNBA Financial Advisors
Minnesota
$54K
HIA
829
Harbor Investment Advisory
Maryland
$52K +$3.18K +50 +7%
EWM
830
Endurance Wealth Management
Rhode Island
$49K
ST
831
Smithfield Trust
Pennsylvania
$47K
CWA
832
Core Wealth Advisors
Florida
$45K -$1.72M -27,161 -97%
PAI
833
Pittenger & Anderson Inc
Nebraska
$45K -$1.02M -16,226 -96%
SWM
834
Selective Wealth Management
Virginia
$45K -$6.62K -104 -13%
CFO
835
CVA Family Office
Colorado
$44K
SIAS
836
Shine Investment Advisory Services
Colorado
$38K -$6.85K -107 -15%
VNA
837
Valley National Advisers
Pennsylvania
$37K
TWP
838
TFO Wealth Partners
Ohio
$36K
SIC
839
Salem Investment Counselors
North Carolina
$33K
BC
840
Barnett & Company
Tennessee
$33K
AIL
841
AGF Investments LLC
Ontario, Canada
$33K +$1.57K +25 +5%
SNT
842
Security National Trust
West Virginia
$32K
SSB
843
Sandy Spring Bank
Maryland
$31K +$6.2K +100 +25%
TH
844
TCTC Holdings
Texas
$30K
WEC
845
Winslow Evans & Crocker
Massachusetts
$30K
KTC
846
Kistler-Tiffany Companies
Pennsylvania
$28K +$188 +3 +0.7%
IF
847
Ironwood Financial
Arizona
$28K +$22.8K +360 +439%
1IA
848
1834 Investment Advisors
Wisconsin
$27K -$25.4K -402 -48%
HNB
849
Huntington National Bank
Ohio
$27K -$30K
CPW
850
Catalyst Private Wealth
California
$26K +$26K +409 New