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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 %
PWA
301
Physician Wealth Advisors
Utah
$5.34M +$362K +4,913 +7%
SPI
302
Santori & Peters Inc
Pennsylvania
$5.34M -$207K -2,839 -4%
SPA
303
Shore Point Advisors
New Jersey
$5.34M +$9.82K +135 +0.2%
KFS
304
Kelly Financial Services
Massachusetts
$5.33M +$3.24M +44,525 +155%
APA
305
Astoria Portfolio Advisors
New York
$5.32M +$1.28M +17,557 +32%
ES
306
ETF Store
Kansas
$5.3M +$58.6K +799 +1%
FAIM
307
Financial Advocates Investment Management
Washington
$5.18M -$4.89M -67,258 -49%
MG
308
Mather Group
Illinois
$5.12M -$9.97K -137 -0.2%
Cerity Partners
309
Cerity Partners
New York
$5.07M +$346K +4,753 +7%
FFN
310
Focus Financial Network
Minnesota
$5.07M +$566K +7,776 +13%
CWS
311
Cypress Wealth Services
California
$5.01M +$902K +12,398 +22%
MBTD
312
Mechanics Bank - Trust Department
California
$4.98M -$442K -6,076 -8%
PWM
313
Perigon Wealth Management
California
$4.98M +$911K +12,529 +22%
HWA
314
HHM Wealth Advisors
Tennessee
$4.96M -$406K -5,582 -8%
ACM
315
Absolute Capital Management
Pennsylvania
$4.93M -$1.84M -25,234 -27%
AF
316
Apexium Financial
Texas
$4.93M -$83.7K -1,150 -2%
FT
317
Fiduciary Trust
Massachusetts
$4.89M -$866K -11,911 -15%
IAG
318
Investment Advisory Group
Massachusetts
$4.83M +$24.7K +340 +0.5%
SWM
319
Southern Wealth Management
Texas
$4.8M -$308K -4,238 -6%
FLA
320
Financial Life Advisors
Texas
$4.77M -$271K -3,723 -5%
MIA
321
Milestone Investment Advisors
Wisconsin
$4.77M -$66.5K -914 -1%
MSAM
322
Moloney Securities Asset Management
Missouri
$4.76M +$63.9K +879 +1%
KFSC
323
Keystone Financial Services (Colorado)
Colorado
$4.67M +$49.6K +682 +1%
LRPA
324
L. Roy Papp & Associates
Arizona
$4.65M -$78.9K -1,084 -2%
KSWA
325
Kathleen S. Wright Associates
Pennsylvania
$4.64M +$181K +2,482 +4%
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