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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 %
ES
976
Eagle Strategies
New York
$216K +$216K +2,671 New
SSWM
977
Sheets Smith Wealth Management
North Carolina
$216K +$216K +2,672 New
MCM
978
Mattern Capital Management
Colorado
$215K -$44K -543 -17%
BFM
979
Boothbay Fund Management
New York
$213K +$213K +2,627 New
AWM
980
Altium Wealth Management
New York
$213K +$213K +2,633 New
CWM
981
Connecticut Wealth Management
Connecticut
$212K -$53.2K -657 -20%
OWM
982
Opes Wealth Management
California
$212K +$212K +2,623 New
FCA
983
FinTrust Capital Advisors
South Carolina
$211K +$203K +2,513 +2,513%
DSC
984
Duncker Streett & Co
Missouri
$210K
PCA
985
Personal Capital Advisors
California
$210K +$210K +2,594 New
HA
986
HFG Advisors
Ohio
$210K +$210K +2,599 New
WP
987
WMS Partners
Maryland
$209K -$16.2K -200 -7%
BWM
988
Birchcreek Wealth Management
Ohio
$209K +$209K +2,579 New
EWM
989
Evermay Wealth Management
Virginia
$208K +$1.13K +14 +0.5%
PWP
990
Principle Wealth Partners
Connecticut
$208K +$208K +2,570 New
BA
991
Bridgewater Advisors
New York
$205K +$205K +2,530 New
SPL
992
Smart Portfolios LLC
Washington
$205K +$205K +2,532 New
NCM
993
NCM Capital Management
New Jersey
$205K +$205K +2,539 New
FWM
994
Frontier Wealth Management
Missouri
$202K +$202K +2,500 New
PWP
995
Perfromance Wealth Partners
Illinois
$202K +$202K +2,501 New
HIP
996
HUB Investment Partners
Texas
$202K +$202K +2,503 New
ACM
997
Advisors Capital Management
New Jersey
$200K -$21.4K -265 -10%
OAJ
998
Ogorek Anthony Joseph
New York
$194K -$84.5K -1,046 -30%
WT
999
Washington Trust
Rhode Island
$192K -$105K -1,300 -35%
HR
1000
Hayden Royal
North Carolina
$190K +$190K +2,351 New