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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 %
WB
851
Webster Bank
Connecticut
$391K +$40.8K +565 +12%
MWM
852
Mission Wealth Management
California
$390K -$8.65K -120 -2%
State Street
853
State Street
Massachusetts
$390K +$10.5K +145 +3%
SW
854
SlateStone Wealth
Florida
$390K +$288 +4 +0.1%
VFA
855
Valeo Financial Advisors
Indiana
$390K +$44.9K +623 +13%
WWM
856
Wagner Wealth Management
South Carolina
$389K
ACP
857
Aveo Capital Partners
Colorado
$389K +$31.5K +437 +9%
QWM
858
QP Wealth Management
New Jersey
$388K -$2.38M -33,068 -86%
PFA
859
Professional Financial Advisors
Nebraska
$387K -$4.4K -61 -1%
BFA
860
Beaumont Financial Advisors
Massachusetts
$382K +$22.4K +311 +6%
MHR
861
Matthew Hamilton Rosenberg
$380K -$19.3K -267 -5%
PPP
862
Private Portfolio Partners
New Jersey
$379K +$721 +10 +0.2%
FA
863
Fermata Advisors
California
$377K -$21.1K -292 -5%
LFG
864
Larson Financial Group
Missouri
$370K +$276K +3,830 +293%
Bessemer Group
865
Bessemer Group
New Jersey
$368K +$4.7K +65 +1%
FFP
866
FourThought Financial Partners
Florida
$363K +$363K +5,039 New
PGFC
867
Peapack-Gladstone Financial Corp
New Jersey
$363K
MCA
868
MSH Capital Advisors
Arizona
$363K +$36.1K +501 +11%
GBT
869
Grove Bank & Trust
Florida
$361K
SCM
870
Shelton Capital Management
Colorado
$361K
RCG
871
Resource Consulting Group
Florida
$361K
BJL
872
Brighton Jones LLC
Washington
$360K -$2.67K -37 -0.7%
OWA
873
Outlook Wealth Advisors
Texas
$360K -$4.04K -56 -1%
CCG
874
Cypress Capital Group
Florida
$358K +$7.14K +99 +2%
SCA
875
Sage Capital Advisors
South Dakota
$358K +$358K +4,970 New