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iShares MSCI USA Min Vol Factor ETF

1,087 hedge funds and large institutions have $17.8B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 369 increasing their positions, 487 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,087
Holders Change
-32
Holders Change %
-2.86%
% of All Funds
18.38%
Holding in Top 10
138
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.76%
% of All Funds
2.33%
New
80
Increased
369
Reduced
487
Closed
96
Calls
$1.83M
Puts
$35K
Net Calls
+$1.8M
Net Calls Change
+$999K
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
1026
JFS Wealth Advisors
Pennsylvania
$35K
LF
1027
Lee Financial
Texas
$30K +$71 +1 +0.2%
CMA
1028
Cedar Mountain Advisors
Oregon
$29K
EBA
1029
Eagle Bay Advisors
New York
$28.1K +$28.1K +400 New
FPFS
1030
First Personal Financial Services
North Carolina
$28K -$5.95K -85 -18%
CIR
1031
Clear Investment Research
Georgia
$28K -$564 -8 -2%
CT
1032
Cambridge Trust
Massachusetts
$27K +$1.74K +25 +7%
SIS
1033
Sound Income Strategies
Florida
$27K +$27K +378 New
MTIC
1034
Missouri Trust & Investment Company
Missouri
$26K
AWM
1035
Angeles Wealth Management
California
$26K +$26K +366 New
SSB
1036
Sandy Spring Bank
Maryland
$21K
LB
1037
Legacy Bridge
Iowa
$21K
MA
1038
MCF Advisors
Kentucky
$21K +$71 +1 +0.3%
MFT
1039
Moisand Fitzgerald Tamayo
Florida
$20K +$20K +289 New
ME
1040
McIlrath & Eck
Washington
$19K
LPP
1041
Life Planning Partners
Florida
$18K
SPWG
1042
Sage Private Wealth Group
Illinois
$18K
BWL
1043
Bogart Wealth LLC
Virginia
$17K
CA
1044
Crewe Advisors
Utah
$16K
SIC
1045
Salem Investment Counselors
North Carolina
$16K +$13.3K +191 +490%
HR
1046
Howe & Rusling
New York
$16K +$16K +235 New
Jones Financial Companies
1047
Jones Financial Companies
Missouri
$15K
M
1048
MOTCO
Texas
$14K
RDFA
1049
Ritter Daniher Financial Advisory
Ohio
$13K
APW
1050
Axim Planning & Wealth
Ohio
$13K +$13K +190 New