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iShares MSCI USA Min Vol Factor ETF

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CCG
926
Cypress Capital Group
Florida
$269K -$219K -2,709 -45%
TC
927
TownSquare Capital
Utah
$266K
HKIMG
928
Hutchens & Kramer Investment Management Group
Indiana
$263K +$263K +3,430 New
MPWT
929
MassMutual Private Wealth & Trust
Connecticut
$261K +$180K +2,225 +223%
EWM
930
Evercore Wealth Management
New York
$260K
JWBC
931
J.W. Burns & Co
New York
$259K
PP
932
Patron Partners
Texas
$256K -$2.43K -30 -0.9%
CAN
933
Claraphi Advisory Network
United States
$255K +$255K +3,158 New
FC
934
FCA Corp
Texas
$254K +$323 +4 +0.1%
MAG
935
Mayfair Advisory Group
Alabama
$253K +$253K +3,201 New
FVWA
936
Foster Victor Wealth Advisors
South Carolina
$252K
BWM
937
Baystate Wealth Management
Massachusetts
$250K +$242K +2,988 +2,958%
AFM
938
Andesa Financial Management
Pennsylvania
$249K +$9.05K +112 +4%
PWA
939
Peterson Wealth Advisors
Utah
$248K
BG
940
Benedetti & Gucer
Georgia
$246K
Neuberger Berman Group
941
Neuberger Berman Group
New York
$245K +$18.2K +225 +8%
BL
942
Balentine LLC
Georgia
$244K +$53.2K +658 +28%
BPWM
943
Badgley Phelps Wealth Managers
Washington
$243K +$243K +3,000 New
SCA
944
Sandy Cove Advisors
Massachusetts
$243K +$243K +3,000 New
AF
945
Apexium Financial
Texas
$241K +$404 +5 +0.2%
HIM
946
Hanlon Investment Management
New Jersey
$240K +$240K +2,968 New
PFO
947
Pathstone Family Office
New Jersey
$239K +$239K +2,955 New
V
948
Veritable
Delaware
$238K
SHWM
949
Silicon Hills Wealth Management
Texas
$238K
WA
950
Wambolt & Associates
Colorado
$237K -$5.43K -67 -2%