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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$206M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.4M
3
Bank of America
Bank of America
North Carolina
+$63.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$52.7M
5
LPL Financial
LPL Financial
California
+$47.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$566M
2
RJA
Raymond James & Associates
Florida
-$557M
3
AC
Allstate Corporation
Illinois
-$309M
4
BlackRock
BlackRock
New York
-$215M
5
FCBT
First Citizens Bank & Trust
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
226
EdgeRock Capital
Colorado
$7.5M -$753K -10,354 -9%
MBT
227
Montecito Bank & Trust
California
$7.47M -$461K -6,343 -6%
CB
228
Community Bank
New York
$7.47M -$93.7K -1,288 -1%
GIA
229
Gladstone Institutional Advisory
Florida
$7.45M -$326K -4,487 -4%
FPCG
230
Forum Private Client Group
Indiana
$7.39M -$775K -10,650 -9%
GWSA
231
Global Wealth Strategies & Associates
Colorado
$7.34M -$1.48M -20,366 -17%
HNWAG
232
High Net Worth Advisory Group
Florida
$7.32M -$113K -1,559 -2%
EL
233
EWA LLC
Pennsylvania
$7.32M +$7.32M +99,696 New
SCA
234
Snowden Capital Advisors
New York
$7.27M +$334K +4,596 +5%
CSWG
235
Cardinal Strategic Wealth Guidance
Kentucky
$7.27M +$556K +7,647 +8%
VCP
236
Verus Capital Partners
Arizona
$7.25M -$356K -4,900 -5%
AAS
237
Ameritas Advisory Services
Nebraska
$7.23M -$2.58M -35,245 -26%
TFA
238
Transamerica Financial Advisors
Florida
$7.18M +$3.58M +49,181 +99%
VHAM
239
Van Hulzen Asset Management
California
$7.13M +$312K +4,289 +5%
OAP
240
One Advisory Partners
Kansas
$7.13M +$1.35M +18,524 +23%
GA
241
GoalVest Advisory
New York
$7.09M +$445K +6,117 +7%
PSCM
242
Per Stirling Capital Management
Texas
$7.09M +$52.8K +726 +0.8%
CAL
243
Capital Analysts LLC
Pennsylvania
$7.08M +$436K +5,987 +7%
MCC
244
Money Concepts Capital
Florida
$7.04M +$4.26M +217,525 +153%
TC
245
Teilinger Capital
Texas
$6.98M +$6.98M +96,000 New
William Blair & Company
246
William Blair & Company
Illinois
$6.96M -$41.4K -569 -0.6%
MWM
247
Mascoma Wealth Management
New Hampshire
$6.76M -$1.14M -15,488 -14%
FCT
248
Family Capital Trust
Massachusetts
$6.75M -$12.9K -177 -0.2%
CWM
249
Calamos Wealth Management
Illinois
$6.74M +$197K +2,709 +3%
SWA
250
Sax Wealth Advisors
New Jersey
$6.74M -$3.43M -47,186 -34%
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