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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 %
EFS
276
Essex Financial Services
Connecticut
$5.93M -$78.7K -1,082 -1%
MWM
277
MorganRosel Wealth Management
Colorado
$5.9M +$169K +2,318 +3%
BTI
278
Blue Trust Inc
Georgia
$5.87M -$248K -3,439 -4%
AC
279
Avant Capital
Louisiana
$5.87M +$341K +4,684 +6%
FPW
280
Flagship Private Wealth
Massachusetts
$5.85M -$246K -3,382 -4%
BIP
281
Blueprint Investment Partners
North Carolina
$5.8M +$66.1K +909 +1%
SHJ
282
Sharkey, Howes & Javer
Colorado
$5.77M +$1.33M +18,347 +30%
CAG
283
Csenge Advisory Group
Florida
$5.73M +$387K +5,315 +7%
GFG
284
Goldstone Financial Group
Illinois
$5.73M +$5.73M +78,780 New
GVAG
285
Great Valley Advisor Group
Delaware
$5.69M +$21.3K +293 +0.4%
RIA
286
Regal Investment Advisors
Michigan
$5.65M -$8.6M -118,266 -60%
SB
287
Strategic Blueprint
Georgia
$5.61M +$1.98M +27,266 +55%
ACM
288
Allred Capital Management
Texas
$5.59M -$879K -12,087 -14%
BCM
289
BlueCrest Capital Management
Jersey
$5.57M +$5.57M +76,531 New
GPA
290
Guerra Pan Advisors
New Jersey
$5.56M -$6.33K -87 -0.1%
AG
291
Ascent Group
Virginia
$5.52M -$3.07M -42,255 -36%
JWCA
292
J.W. Cole Advisors
Florida
$5.5M +$233K +3,201 +4%
MPW
293
Monterey Private Wealth
California
$5.49M -$117K -1,610 -2%
DA
294
Detalus Advisors
Missouri
$5.48M +$1.89M +26,032 +53%
MC
295
McMorgan & Co
California
$5.47M +$23.9K +329 +0.4%
FWP
296
FAS Wealth Partners
Kansas
$5.47M -$399K -5,483 -7%
LWM
297
Laidlaw Wealth Management
New York
$5.45M +$13.2K +181 +0.2%
BAM
298
Belpointe Asset Management
Nevada
$5.45M -$68.7K -945 -1%
SFG
299
Snider Financial Group
Washington
$5.45M +$304K +4,185 +6%
LWM
300
Liberty Wealth Management
California
$5.41M +$5.41M +74,286 New
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