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iShares MSCI USA Min Vol Factor ETF

1,271 hedge funds and large institutions have $16.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 338 increasing their positions, 527 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
+91
Holders Change %
+7.71%
% of All Funds
16.92%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.09%
New
180
Increased
338
Reduced
527
Closed
61
Calls
$622K
Puts
$3.01M
Net Calls
-$2.39M
Net Calls Change
-$754K
Name Holding Trade Value Shares
Change
Shares
Change %
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$13.3M -$1.77M -20,000 -12%
BC
127
Barrett & Company
Rhode Island
$13.3M +$335K +3,774 +3%
HF
128
HRT Financial
New York
$13M +$13M +146,754 New
Kovitz Investment Group Partners
129
Kovitz Investment Group Partners
Illinois
$13M -$599K -6,749 -4%
EW
130
Enzi Wealth
Texas
$12.8M +$374K +4,124 +3%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$12.8M +$480K +5,401 +4%
WPIC
132
White Pine Investment Company
Michigan
$12.6M -$581K -6,547 -4%
DADC
133
D.A. Davidson & Co
Montana
$12.6M +$966K +10,885 +8%
IWMWV
134
Ironwood Wealth Management (West Virginia)
West Virginia
$12.5M +$119K +1,353 +1%
SGI
135
Summit Global Investments
Utah
$12.5M -$452K -5,086 -3%
CAM
136
Cresset Asset Management
Illinois
$12.4M -$2.16M -24,325 -15%
WMR
137
Wealth Management Resources
Rhode Island
$12.2M -$4.36M -49,069 -26%
AHC
138
Anderson Hoagland & Co
Missouri
$12.2M -$694K -7,720 -5%
TWM
139
Tradition Wealth Management
Minnesota
$12M +$147K +1,652 +1%
CW
140
CreativeOne Wealth
Kansas
$11.9M -$310K -3,493 -3%
FPW
141
Flagship Private Wealth
Massachusetts
$11.8M +$439K +4,941 +4%
KL
142
KilterHowling LLC
Colorado
$11.7M +$191K +2,060 +2%
PCFFS
143
Pacific Center for Financial Services
California
$11.7M +$83.5K +940 +0.7%
B
144
Birchbrook
Maine
$11.5M +$102K +1,145 +0.9%
GKWIM
145
Gerber Kawasaki Wealth & Investment Management
California
$11M -$181K -2,039 -2%
MCC
146
Money Concepts Capital
Florida
$10.9M +$38.7K +436 +0.4%
FFA
147
Fortune Financial Advisors
Kansas
$10.9M +$393K +4,427 +4%
MWA
148
Meridian Wealth Advisors
Texas
$10.8M -$179K -2,019 -2%
KL
149
KWMG LLC
Kansas
$10.6M +$9.32K +105 +0.1%
GRP
150
Global Retirement Partners
California
$10.6M +$309K +3,482 +3%