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iShares MSCI USA Min Vol Factor ETF

1,153 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 278 increasing their positions, 594 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
16.77%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.29%
New
92
Increased
278
Reduced
594
Closed
86
Calls
$1.23M
Puts
$8.57M
Net Calls
-$7.35M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MSG
1026
Main Street Group
Virginia
$88.5K -$10.9K -130 -11%
BLC
1027
Brown, Lisle/Cummings
Rhode Island
$86.3K
CSWM
1028
Cassady Schiller Wealth Management
Ohio
$83.6K
TWP
1029
Triad Wealth Partners
Kansas
$81.4K +$81.4K +970 New
GLR
1030
Great Lakes Retirement
Ohio
$79.5K +$79.5K +947 New
SCA
1031
Stuart Chaussee & Associates
California
$79.4K
BSB
1032
Bangor Savings Bank
Maine
$72.3K -$12.3K -146 -14%
JFA
1033
JNBA Financial Advisors
Minnesota
$71.4K
JHCP
1034
Jackson Hole Capital Partners
Oklahoma
$70K
TCM
1035
TruNorth Capital Management
Michigan
$68.7K +$68.7K +818 New
ITIM
1036
Indiana Trust & Investment Management
Indiana
$68.1K
EBA
1037
Eagle Bay Advisors
New York
$67.2K +$33.6K +400 +100%
FP
1038
Financial Perspectives
Minnesota
$64.8K -$3.02K -36 -4%
SA
1039
Scarborough Advisors
Maryland
$63.8K
LC
1040
Lindbrook Capital
California
$62.9K
USB
1041
Union Savings Bank
Connecticut
$62.1K
GWANC
1042
Guardian Wealth Advisors (North Carolina)
North Carolina
$59.1K
OCM
1043
Orion Capital Management
California
$58.8K -$232K -2,764 -80%
CWM
1044
Compass Wealth Management
Connecticut
$58.8K
HR
1045
Howe & Rusling
New York
$58.4K +$55.6K +662 +1,947%
VAG
1046
VisionPoint Advisory Group
Texas
$57.4K
T
1047
Tidemark
California
$57.1K -$6.72K -80 -11%
SSB
1048
Sandy Spring Bank
Maryland
$56.7K
IHWM
1049
Iron Horse Wealth Management
Iowa
$55.6K +$28K +333 +101%
HCP
1050
Hexagon Capital Partners
Arkansas
$52.8K