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iShares MSCI USA Min Vol Factor ETF

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.85%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K
Name Holding Trade Value Shares
Change
Shares
Change %
NB
1051
NBT Bank
New York
$180K +$180K +1,894 New
KFI
1052
Key Financial Inc
Pennsylvania
$179K
TIM
1053
Tortoise Investment Management
New York
$178K -$19.1K -245 -10%
SL
1054
Salomon & Ludwin
Virginia
$176K
GEA
1055
Glen Eagle Advisors
New Jersey
$170K +$23.4K +300 +16%
HR
1056
Howe & Rusling
New York
$170K +$110K +1,415 +185%
TFG
1057
Team Financial Group
California
$170K -$11.5K -147 -6%
Kayne Anderson Rudnick Investment Management
1058
Kayne Anderson Rudnick Investment Management
California
$166K +$140K +1,800 +552%
BEI
1059
Benjamin Edwards Inc
Missouri
$165K -$1.45M -18,537 -90%
ST
1060
Smithfield Trust
Pennsylvania
$160K
AWA
1061
Alaska Wealth Advisors
Alaska
$157K +$1.56K +20 +1%
HBW
1062
Hazlett, Burt & Watson
West Virginia
$156K -$234 -3 -0.1%
ACA
1063
Aptus Capital Advisors
Alabama
$152K -$201K -2,570 -57%
EWA
1064
EverSource Wealth Advisors
Alabama
$150K -$67K -859 -31%
AIM
1065
Anchor Investment Management
South Carolina
$146K
PWMG
1066
Prestige Wealth Management Group
New Jersey
$145K
TSW
1067
Thompson Siegel & Walmsley
Virginia
$142K
Optiver Holding
1068
Optiver Holding
Netherlands
$137K
GI
1069
GAMMA Investing
California
$134K +$134K +1,679 New
BL
1070
BFSG LLC
California
$134K +$134K +1,713 New
LC
1071
Lindbrook Capital
California
$131K -$15.5K -199 -11%
OAJ
1072
Ogorek Anthony Joseph
New York
$129K -$4.59K -59 -3%
SC
1073
Stephens Consulting
Michigan
$128K -$27.5K -353 -18%
LFA
1074
LGT Financial Advisors
Texas
$128K -$32.2K -412 -20%
DSC
1075
Duncker Streett & Co
Missouri
$121K