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iShares MSCI USA Min Vol Factor ETF

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M
Name Holding Trade Value Shares
Change
Shares
Change %
KIG
951
Kowal Investment Group
Wisconsin
$227K -$40.8K -561 -15%
ESB
952
Essex Savings Bank
Connecticut
$226K -$23.6K -325 -9%
Commonwealth Equity Services
953
Commonwealth Equity Services
Massachusetts
$226K -$1.39K -19,119 -0.6%
TI
954
Truepoint Inc
Ohio
$225K
TA
955
TKG Advisors
Indiana
$225K -$11.9K -163 -5%
FF
956
Fluent Financial
Texas
$224K
TA
957
TFB Advisors
Kansas
$224K -$5.09K -70 -2%
WAG
958
Winthrop Advisory Group
Massachusetts
$223K -$53K -729 -19%
DAM
959
Derbend Asset Management
Georgia
$223K +$4.58K +63 +2%
NWM
960
Northcape Wealth Management
New York
$222K +$222K +3,051 New
AA
961
Aire Advisors
California
$221K -$137K -1,885 -38%
BG
962
Benedetti & Gucer
Georgia
$221K -$56K -771 -20%
SPL
963
Smart Portfolios LLC
Washington
$216K -$2.04K -28 -0.9%
WGCA
964
Wolf Group Capital Advisors
Virginia
$215K -$431K -5,925 -67%
TWA
965
TCI Wealth Advisors
Arizona
$214K +$214K +2,948 New
FM
966
Family Management
New York
$214K +$214K +2,948 New
CCB
967
Cutter & Co Brokerage
Missouri
$214K -$11.1K -153 -5%
V
968
Veritable
Delaware
$214K
CCA
969
Cobblestone Capital Advisors
New York
$213K +$213K +2,925 New
SWMP
970
Signature Wealth Management Partners
New Jersey
$212K -$23.6K -325 -10%
SWM
971
SeaCrest Wealth Management
New York
$211K
EWM
972
Evercore Wealth Management
New York
$210K +$210K +2,891 New
LL
973
LWMG LLC
Minnesota
$209K -$364 -5 -0.2%
TPSF
974
Texas Permanent School Fund
Texas
$208K
CAM
975
Clark Asset Management
New Hampshire
$208K