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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,140 hedge funds and large institutions have $22.1B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 585 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.18%
Holding in Top 10
117
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.59%
% of All Funds
1.87%
New
81
Increased
302
Reduced
585
Closed
69
Calls
$1.46M
Puts
$767K
Net Calls
+$697K
Net Calls Change
-$239K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B
2
MRC
Millburn Ridgefield Corp
New York
$259M
3
CCA
Catalyst Capital Advisors
New York
$259M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$178M
5
Osaic Holdings
Osaic Holdings
Arizona
$374M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.65B
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
FCBT
First Citizens Bank & Trust
North Carolina
$123M
4
Bank of America
Bank of America
North Carolina
$2.89B
5
HFRG
Houlihan Financial Resource Group
Virginia
$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
251
Tradition Wealth Management
Minnesota
$6.1M +$501K +6,926 +9%
AWG
252
Altus Wealth Group
Colorado
$6.07M +$30.6K +423 +0.5%
AFG
253
Arkansas Financial Group
Arkansas
$6.01M -$81.1K -1,121 -1%
MBT
254
Montecito Bank & Trust
California
$5.88M -$646K -8,919 -10%
ASN
255
Advisory Services Network
Georgia
$5.87M -$44.7K -618 -0.8%
JWBC
256
John W. Brooker & Co
California
$5.87M -$134K -1,847 -2%
CFGS
257
Concourse Financial Group Securities
Alabama
$5.86M -$1.06M -14,573 -15%
CAG
258
Csenge Advisory Group
Florida
$5.82M +$11.9K +165 +0.2%
HTC
259
Haverford Trust Company
Pennsylvania
$5.8M -$96.8K -1,338 -2%
AC
260
Avant Capital
Louisiana
$5.76M -$58.5K -808 -1%
SFG
261
Snider Financial Group
Washington
$5.7M +$131K +1,808 +2%
SAM
262
Sequent Asset Management
Texas
$5.66M -$82.7K -1,143 -1%
EFS
263
Essex Financial Services
Connecticut
$5.64M -$196K -2,711 -3%
JWCA
264
J.W. Cole Advisors
Florida
$5.62M -$13.2K -182 -0.2%
TC
265
Tacita Capital
Ontario, Canada
$5.59M -$870K -12,015 -13%
AF
266
Allworth Financial
California
$5.58M -$1.87M -25,864 -25%
FPW
267
Flagship Private Wealth
Massachusetts
$5.58M -$165K -2,284 -3%
CI
268
CX Institutional
Indiana
$5.57M -$17.1M -236,796 -75%
MSWMA
269
Market Street Wealth Management Advisors
Indiana
$5.46M -$3.1M -42,806 -36%
BS
270
Banco Santander
Spain
$5.44M +$1.71M +23,671 +46%
GVAG
271
Great Valley Advisor Group
Delaware
$5.4M -$720K -9,948 -12%
TC
272
TownSquare Capital
Utah
$5.39M -$1.68M -23,221 -24%
ACM
273
Allred Capital Management
Texas
$5.37M -$118K -1,624 -2%
CWS
274
Cypress Wealth Services
California
$5.33M -$363K -5,017 -6%
GPA
275
Guerra Pan Advisors
New Jersey
$5.32M -$47.5K -656 -0.9%
9 10
11
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