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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 %
ACA
1051
Aptus Capital Advisors
Alabama
$75.2K -$7.79K -108 -9%
BAAM
1052
Baker Avenue Asset Management
California
$75.1K -$281K -3,891 -79%
LTI
1053
Laffer Tengler Investments
Tennessee
$75K +$39.2K +544 +110%
BLC
1054
Brown, Lisle/Cummings
Rhode Island
$74.1K
QC
1055
Quent Capital
New York
$73.4K -$7.36K -102 -9%
AFS
1056
Annapolis Financial Services
Maryland
$72.1K
ZIG
1057
Zullo Investment Group
Pennsylvania
$70.1K -$721 -10 -1%
SCA
1058
Stuart Chaussee & Associates
California
$68.2K
CSWM
1059
Cassady Schiller Wealth Management
Ohio
$67.1K +$67.1K +931 New
BC
1060
Bartlett & Co
Ohio
$67K
BCWM
1061
Bartlett & Co Wealth Management
Ohio
$66.9K
SIS
1062
Sound Income Strategies
Florida
$63.2K +$35.5K +492 +128%
JFA
1063
JNBA Financial Advisors
Minnesota
$61.3K
VNA
1064
Valley National Advisers
Pennsylvania
$55K +$291 +4 +0.5%
HCP
1065
Hexagon Capital Partners
Arkansas
$51.8K
CFO
1066
CVA Family Office
Colorado
$51K +$433 +6 +0.9%
CWM
1067
Compass Wealth Management
Connecticut
$50.5K +$50.5K +700 New
KTC
1068
Kistler-Tiffany Companies
Pennsylvania
$49.7K +$216 +3 +0.4%
LOIP
1069
Live Oak Investment Partners
Texas
$48.4K
CNBTD
1070
Citizens National Bank Trust Department
Mississippi
$48K
SIC
1071
Salem Investment Counselors
North Carolina
$46.7K +$37.7K +523 +418%
CTB
1072
Country Trust Bank
Illinois
$46.5K -$70.5K -978 -60%
KFI
1073
Key Financial Inc
Pennsylvania
$44.7K
IWP
1074
IAG Wealth Partners
Wisconsin
$43.7K
EWM
1075
Endurance Wealth Management
Rhode Island
$43K