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iShares MSCI USA Min Vol Factor ETF

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KL
201
KilterHowling LLC
Colorado
$10.5M +$10.5M +129,993 New
GIA
202
Gladstone Institutional Advisory
Florida
$10.5M +$3.14M +38,794 +43%
MFA
203
Mayflower Financial Advisors
Massachusetts
$10.5M +$29K +358 +0.3%
AAS
204
Ameritas Advisory Services
Nebraska
$10.5M +$10.5M +129,369 New
CAM
205
Cresset Asset Management
Illinois
$10.4M +$9M +111,257 +636%
FSA
206
Financial Sense Advisors
California
$10.4M -$277K -3,428 -3%
FLA
207
Financial Life Advisors
Texas
$10.3M +$269K +3,329 +3%
CGFA
208
Colton Groome Financial Advisors
North Carolina
$10.2M -$1.46M -18,015 -12%
OWA
209
One Wealth Advisors
California
$10.2M +$1.25M +15,419 +14%
BWM
210
Brickley Wealth Management
California
$10.2M -$168K -2,073 -2%
CB
211
Community Bank
New York
$10.2M +$121K +1,495 +1%
ACM
212
Allred Capital Management
Texas
$10.2M -$142K -1,755 -1%
SWM
213
Spire Wealth Management
Virginia
$10.2M -$187K -2,306 -2%
MA
214
MONECO Advisors
Connecticut
$10.1M -$394K -5,187 -4%
EPP
215
ETF Portfolio Partners
Kansas
$10.1M +$3.32K +41 +0%
LRIA
216
Leonard Rickey Investment Advisors
Washington
$10M +$10M +124,126 New
CCC
217
Crescent Capital Consulting
Louisiana
$9.84M +$6.15M +76,011 +167%
TWC
218
TD Waterhouse Canada
Ontario, Canada
$9.6M +$9.6M +110,084 New
PA
219
PSI Advisors
Florida
$9.59M +$249K +3,047 +3%
NEPWA
220
New England Private Wealth Advisors
Massachusetts
$9.52M -$4.53K -56 -0%
PWAG
221
Polaris Wealth Advisory Group
California
$9.41M +$9.41M +116,252 New
BCI
222
Brinker Capital Investments
Pennsylvania
$9.37M -$1.43M -17,705 -13%
AWA
223
Acorn Wealth Advisors
Michigan
$9.37M +$457K +5,644 +5%
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
$9.24M -$22.2M -274,918 -71%
LIA
225
LS Investment Advisors
Michigan
$9.2M -$4.57M -56,536 -33%