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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 %
ZB
1001
Zions Bancorporation
Utah
$186K
LC
1002
Lindbrook Capital
California
$186K +$186K +2,304 New
SFA
1003
Semmax Financial Advisors
North Carolina
$181K
NIC
1004
Northwest Investment Counselors
Oregon
$170K +$170K +2,098 New
HS
1005
Horan Securities
United States
$167K +$167K +2,069 New
FFA
1006
Freedman Financial Associates
Massachusetts
$162K
RG
1007
Retirement Group
California
$158K -$49.4K -611 -24%
AIM
1008
Anchor Investment Management
South Carolina
$152K
EWA
1009
EverSource Wealth Advisors
Alabama
$150K +$150K +1,847 New
TSW
1010
Thompson Siegel & Walmsley
Virginia
$148K
CWP
1011
Concord Wealth Partners
Virginia
$148K +$148K +1,827 New
HWM
1012
Holloway Wealth Management
Florida
$144K -$131K
EVM
1013
Eaton Vance Management
Massachusetts
$134K +$51.4K +640 +62%
OC
1014
Oakworth Capital
Alabama
$132K
BCP
1015
Blue Chip Partners
Michigan
$129K +$971 +12 +0.8%
TC
1016
TAP Consulting
Missouri
$119K +$119K +1,474 New
RFWA
1017
RPg Family Wealth Advisory
Massachusetts
$119K
ST
1018
Smithfield Trust
Pennsylvania
$117K -$59.5K -737 -34%
LWM
1019
Liberty Wealth Management
California
$114K -$592K -7,219 -84%
HIA
1020
Harbor Investment Advisory
Maryland
$106K +$3.46K +43 +3%
WTA
1021
Washington Trust Advisors
Massachusetts
$105K +$105K +1,300 New
ZIG
1022
Zullo Investment Group
Pennsylvania
$102K +$102K +1,264 New
MAWCM
1023
Mine & Arao Wealth Creation & Management
California
$97K
IWP
1024
IAG Wealth Partners
Wisconsin
$93K
BWM
1025
BerganKDV Wealth Management
Minnesota
$92K