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iShares MSCI USA Min Vol Factor ETF

1,153 hedge funds and large institutions have $23.5B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 402 increasing their positions, 454 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
+94
Holders Change %
+8.88%
% of All Funds
18.6%
Holding in Top 10
145
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
2.34%
New
167
Increased
402
Reduced
454
Closed
55
Calls
$2.29M
Puts
$3.4M
Net Calls
-$1.12M
Net Calls Change
-$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
PFG
1001
Peterson Financial Group
Iowa
$206K +$206K +2,858 New
CAM
1002
Clark Asset Management
New Hampshire
$206K +$206K +2,854 New
HWM
1003
Hohimer Wealth Management
Washington
$206K -$38.4K -532 -16%
ICG
1004
InterOcean Capital Group
Tennessee
$206K +$206K +2,851 New
GSWM
1005
Greenup Street Wealth Management
Michigan
$203K -$41K -569 -17%
PCP
1006
Proficio Capital Partners
Massachusetts
$202K +$202K +2,800 New
PP
1007
Patron Partners
Texas
$202K +$202K +2,800 New
MIM
1008
MTM Investment Management
South Carolina
$199K +$199K +2,764 New
TCOV
1009
Trust Company of Vermont
Vermont
$198K -$7.07K -98 -3%
WWM
1010
Wolff Wiese Magana
California
$179K
ST
1011
Smithfield Trust
Pennsylvania
$178K
SFA
1012
Semmax Financial Advisors
North Carolina
$172K +$7.56K +103 +5%
WT
1013
Washington Trust
Rhode Island
$171K
FCA
1014
FinTrust Capital Advisors
South Carolina
$161K -$38.3K -531 -19%
OSAM
1015
O'Shaughnessy Asset Management
Connecticut
$148K -$3.68K -51 -2%
LWP
1016
Lumature Wealth Partners
Georgia
$144K -$43K -596 -23%
AIM
1017
Anchor Investment Management
South Carolina
$143K -$2.31K -32 -2%
HBW
1018
Hazlett, Burt & Watson
West Virginia
$143K +$361 +5 +0.3%
OAJ
1019
Ogorek Anthony Joseph
New York
$141K -$2.3K -32 -2%
HS
1020
Horan Securities
United States
$137K -$65.2K -904 -32%
RIA
1021
Realta Investment Advisors
Delaware
$137K +$7.86K +109 +6%
LC
1022
Lindbrook Capital
California
$135K
Manulife (Manufacturers Life Insurance)
1023
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$134K -$50.9M -705,931 -100%
RDFA
1024
Ritter Daniher Financial Advisory
Ohio
$132K +$119K +1,650 +897%
TSW
1025
Thompson Siegel & Walmsley
Virginia
$132K