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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 %
SC
1026
Stephens Consulting
Michigan
$130K +$72 +1 +0.1%
OLVIG
1027
Oliver Lagore Vanvalin Investment Group
Michigan
$129K -$75.4K -1,046 -37%
RBC
1028
Romano Brothers & Co
Illinois
$124K +$124K +1,725 New
FWM
1029
Focused Wealth Management
New York
$122K -$110K -1,524 -47%
DSC
1030
Duncker Streett & Co
Missouri
$121K
OC
1031
Oakworth Capital
Alabama
$118K
BCP
1032
Blue Chip Partners
Michigan
$117K +$1.15K +16 +1%
BCMLT
1033
Beacon Capital Management LLC (Tennessee)
Tennessee
$116K +$17.7K +246 +18%
LFA
1034
LGT Financial Advisors
Texas
$104K +$104K +1,443 New
RG
1035
Retirement Group
California
$103K +$43.5K +600 +73%
PCA
1036
Providence Capital Advisors
North Carolina
$97.1K
HIA
1037
Harbor Investment Advisory
Maryland
$96.8K
FA
1038
Fiduciary Alliance
South Carolina
$95.7K +$95.7K +1,327 New
WTA
1039
Washington Trust Advisors
Massachusetts
$93.7K
WPWM
1040
Western Pacific Wealth Management
Illinois
$90.1K
CP
1041
Castleview Partners
Texas
$89.1K +$89.1K +1,236 New
MAWCM
1042
Mine & Arao Wealth Creation & Management
California
$86.8K
GFPC
1043
Global Financial Private Client
Florida
$85.4K -$125K -1,729 -59%
AWM
1044
Activest Wealth Management
Florida
$83.9K +$83.9K +1,307 New
PO
1045
Private Ocean
California
$83.6K +$5.84K +81 +8%
BWM
1046
BerganKDV Wealth Management
Minnesota
$82.2K
SMFG
1047
Sumitomo Mitsui Financial Group
Japan
$79.4K +$361 +5 +0.5%
MPWT
1048
MassMutual Private Wealth & Trust
Connecticut
$79K +$6.34K +88 +9%
DIP
1049
DT Investment Partners
Pennsylvania
$77.4K +$77.4K +1,074 New
NFSG
1050
Newbridge Financial Services Group
Florida
$76.2K +$289 +4 +0.4%