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iShares MSCI USA Min Vol Factor ETF

1,059 hedge funds and large institutions have $20B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 410 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-28
Holders Change %
-2.58%
% of All Funds
18.31%
Holding in Top 10
146
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.8%
% of All Funds
2.52%
New
69
Increased
410
Reduced
415
Closed
83
Calls
$2.23M
Puts
$212K
Net Calls
+$2.02M
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Shares
Change %
MTIC
1001
Missouri Trust & Investment Company
Missouri
$25K
SIS
1002
Sound Income Strategies
Florida
$25K +$391 +6 +2%
CT
1003
Cambridge Trust
Massachusetts
$24K -$1.65K -25 -6%
AWM
1004
Angeles Wealth Management
California
$24K
FA
1005
Fortis Advisors
Pennsylvania
$23K +$12.2K +181 +112%
KC
1006
Kenfarb & Co
Kentucky
$23K +$23K +351 New
BSB
1007
Bangor Savings Bank
Maine
$22K +$22K +337 New
CDIA
1008
Capital Directions Investment Advisors
Georgia
$20K -$37K -522 Closed
LB
1009
Legacy Bridge
Iowa
$20K
MFT
1010
Moisand Fitzgerald Tamayo
Florida
$19K
MA
1011
MCF Advisors
Kentucky
$19K +$64 +1 +0.3%
ME
1012
McIlrath & Eck
Washington
$18K
VCM
1013
Vigilant Capital Management
Maine
$17K -$48.1K -721 -74%
SSB
1014
Sandy Spring Bank
Maryland
$17K -$3.4K -50 -17%
SPWG
1015
Sage Private Wealth Group
Illinois
$17K
LPP
1016
Life Planning Partners
Florida
$16.3K
HR
1017
Howe & Rusling
New York
$16K
BWL
1018
Bogart Wealth LLC
Virginia
$16K
OPW
1019
Oxler Private Wealth
New York
$15.4K +$15.4K +160 New
PI
1020
PFS Investments
Georgia
$15.2K -$8.26K -124,975 -35%
Jones Financial Companies
1021
Jones Financial Companies
Missouri
$14K
M
1022
MOTCO
Texas
$13K
APW
1023
Axim Planning & Wealth
Ohio
$13K
RDFA
1024
Ritter Daniher Financial Advisory
Ohio
$12K
AW
1025
Avion Wealth
Texas
$11K