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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 %
FFN
301
Focus Financial Network
Minnesota
$4.88M -$155K -2,131 -3%
JE
302
JMAC Enterprises
Pennsylvania
$4.87M +$299K +4,129 +7%
RIA
303
Regal Investment Advisors
Michigan
$4.84M -$416K -5,744 -8%
SPI
304
Santori & Peters Inc
Pennsylvania
$4.83M -$183K -2,525 -4%
AWA
305
Acorn Wealth Advisors
Michigan
$4.81M -$677K -9,354 -12%
SW
306
SteelPeak Wealth
California
$4.78M -$1.51M -20,714 -24%
CA
307
Cambridge Associates
Massachusetts
$4.77M +$4.77M +65,881 New
LRPA
308
L. Roy Papp & Associates
Arizona
$4.73M +$106K +1,468 +2%
PBF
309
Petix & Botte Financial
California
$4.7M +$227K +3,140 +5%
RF
310
RHS Financial
California
$4.68M +$125K +1,728 +3%
OAP
311
One Advisory Partners
Kansas
$4.56M -$2.95M -40,809 -39%
MA
312
Mutual Advisors
Nebraska
$4.54M -$271K -3,743 -6%
AC
313
AlphaCore Capital
California
$4.52M -$85.2K -1,171 -2%
Jane Street
314
Jane Street
New York
$4.5M -$20.5M -283,828 -82%
TSWM
315
Tyler-Stone Wealth Management
Ohio
$4.46M -$174K -2,411 -4%
FAIM
316
Financial Advocates Investment Management
Washington
$4.45M -$774K -10,693 -15%
Northern Trust
317
Northern Trust
Illinois
$4.44M +$1.98M +27,394 +81%
MLIC
318
Mandatum Life Insurance Company
Finland
$4.38M -$26.1K -361 -0.6%
I
319
INVST
Indiana
$4.37M -$575K -7,946 -12%
OIM
320
Opus Investment Management
Massachusetts
$4.35M -$172K -2,380 -4%
KCM
321
KM Capital Management
Texas
$4.34M +$674K +9,308 +18%
CNB
322
Camden National Bank
Maine
$4.31M -$122K -1,681 -3%
GA
323
GoalVest Advisory
New York
$4.3M -$1.49M -20,550 -26%
PWA
324
Physician Wealth Advisors
Utah
$4.3M -$1.02M -14,015 -19%
MWM
325
McNaughton Wealth Management
California
$4.29M -$6.32M -87,325 -60%
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