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iShares MSCI USA Min Vol Factor ETF

898 hedge funds and large institutions have $22.7B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 353 increasing their positions, 356 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
18.17%
Holding in Top 10
210
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.11%
% of All Funds
4.25%
New
70
Increased
353
Reduced
356
Closed
64
Calls
$22.7M
Puts
$5.86M
Net Calls
+$16.8M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Shares
Change %
Nuveen Asset Management
201
Nuveen Asset Management
Illinois
$11.8M
TWA
202
Tillar-Wenstrup Advisors
Ohio
$11.7M +$157K +2,466 +1%
AWA
203
Acorn Wealth Advisors
Michigan
$11.5M -$1.07M -16,750 -8%
OWA
204
Outlook Wealth Advisors
Texas
$11.4M +$2.31M +36,322 +25%
CAL
205
Capital Analysts LLC
Pennsylvania
$11.4M -$1.3M -20,332 -10%
SPI
206
Santori & Peters Inc
Pennsylvania
$11.4M +$387K +6,074 +4%
LWP
207
Legacy Wealth Planning
Nevada
$11.1M -$271K -4,248 -2%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$11M -$469K -7,332 -4%
SAM
209
Silvercrest Asset Management
New York
$10.9M -$37.2K -584 -0.3%
AFC
210
Adaptive Financial Consulting
Ohio
$10.8M +$735K +11,540 +7%
S
211
SimplyRich
California
$10.8M -$77.2K -1,211 -0.7%
MWM
212
McNaughton Wealth Management
California
$10.8M +$336K +5,269 +3%
CAG
213
Csenge Advisory Group
Florida
$10.8M +$2.65M +41,392 +33%
ACP
214
Arcus Capital Partners
Georgia
$10.7M -$317K -4,978 -3%
CFG
215
Citizens Financial Group
Rhode Island
$10.7M +$4.78M +75,070 +81%
MWA
216
Meridian Wealth Advisors
Texas
$10.5M -$909K -14,263 -8%
WCG
217
Weaver Consulting Group
California
$10.4M -$95.3K -1,495 -0.9%
SCA
218
Snowden Capital Advisors
New York
$10.4M +$26.3K +412 +0.3%
PA
219
Pinnacle Associates
New York
$10.4M -$902K -14,146 -8%
DL
220
DOHJ LLC
Washington
$10.3M +$408K +6,296 +4%
LIA
221
LS Investment Advisors
Michigan
$10.2M +$32.8K +515 +0.3%
KFGK
222
Keystone Financial Group (Kentucky)
Kentucky
$10.1M +$308K +4,828 +3%
Mackenzie Financial
223
Mackenzie Financial
Ontario, Canada
$10.1M
AIP
224
Almanack Investment Partners
Pennsylvania
$10M +$3.04M +45,589 +44%
PFA
225
Pettinga Financial Advisors
Indiana
$10M -$3.23M -50,676 -24%