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iShares MSCI USA Min Vol Factor ETF

970 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 319 increasing their positions, 431 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
970
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
17.04%
Holding in Top 10
139
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.44%
% of All Funds
2.44%
New
69
Increased
319
Reduced
431
Closed
52
Calls
$23.9M
Puts
$2.1M
Net Calls
+$21.8M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
876
Manchester Capital Management
Vermont
$110K +$110K +1,500 New
RFWA
877
RPg Family Wealth Advisory
Massachusetts
$108K
BHWM
878
Bay Harbor Wealth Management
Maryland
$107K -$60.6K -828 -36%
PO
879
Private Ocean
California
$104K +$98.3K +1,340 +1,718%
SMG
880
Spectrum Management Group
Indiana
$97K -$40.6K -554 -30%
HIA
881
Harbor Investment Advisory
Maryland
$94K -$3.69K -50 -4%
MAWCM
882
Mine & Arao Wealth Creation & Management
California
$88K
IWP
883
IAG Wealth Partners
Wisconsin
$85K
BWM
884
BerganKDV Wealth Management
Minnesota
$84K
VCM
885
Vigilant Capital Management
Maine
$83K -$242K -3,273 -74%
Bank Julius Baer & Co
886
Bank Julius Baer & Co
Switzerland
$83K -$148 -2 -0.2%
CFB
887
Cullen/Frost Bankers
Texas
$81K
SMFG
888
Sumitomo Mitsui Financial Group
Japan
$77K -$13.9K -189 -15%
FGAM
889
Financial Gravity Asset Management
Texas
$74K
RIM
890
Rockbridge Investment Management
New York
$74K
MPWT
891
MassMutual Private Wealth & Trust
Connecticut
$74K
FA
892
Financial Advantage
Maryland
$73K
BCWM
893
Bartlett & Co Wealth Management
Ohio
$68.2K +$68.2K +928 New
BC
894
Bartlett & Co
Ohio
$68K +$68K +928 New
EW
895
Evoke Wealth
California
$62K
JFA
896
JNBA Financial Advisors
Minnesota
$62K
CC
897
Corsicana & Co
Texas
$61K
M
898
MOTCO
Texas
$59K -$20.7K -280 -26%
EWM
899
Endurance Wealth Management
Rhode Island
$57K
TC
900
Truvestments Capital
Florida
$57K