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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 %
MIA
326
Milestone Investment Advisors
Wisconsin
$4.27M -$96.1K -1,328 -2%
SWM
327
SigFig Wealth Management
California
$4.26M +$2.09M +28,941 +97%
LWM
328
Laidlaw Wealth Management
New York
$4.21M -$918K -12,688 -18%
LPT
329
Legacy Private Trust
Wisconsin
$4.19M +$52.3K +723 +1%
HWA
330
HHM Wealth Advisors
Tennessee
$4.17M -$298K -4,111 -7%
DI
331
DFPG Investments
Utah
$4.16M -$722K -9,851 -15%
RRA
332
Round Rock Advisors
Connecticut
$4.14M -$63K -870 -1%
BC
333
Bowman & Company
Wisconsin
$4.13M -$1.17M -16,150 -22%
FT
334
Fiduciary Trust
Massachusetts
$4.09M -$337K -4,655 -8%
WIA
335
World Investment Advisors
California
$4.09M -$273K -3,750 -6%
BFG
336
Buttonwood Financial Group
Missouri
$4.07M -$1.84M -25,722 -31%
CAM
337
Cozad Asset Management
Illinois
$4.06M -$72.8K -1,006 -2%
GWP
338
Gateway Wealth Partners
Wisconsin
$4.06M -$16.8K -232 -0.4%
GF
339
Gries Financial
Ohio
$4.06M -$2.41M -33,268 -37%
WCM
340
Windham Capital Management
Massachusetts
$4.04M – – –
CAG
341
Curtis Advisory Group
California
$4.01M +$1.72M +23,770 +75%
KFGK
342
Keystone Financial Group (Kentucky)
Kentucky
$3.99M -$882K -12,182 -18%
GWSA
343
Global Wealth Strategies & Associates
Colorado
$3.92M -$3.8M -52,508 -49%
SHIM
344
Stone House Investment Management
Pennsylvania
$3.91M -$527K -7,284 -12%
SAMC
345
Spectrum Asset Management (California)
California
$3.91M +$6.19K +85 +0.2%
HC
346
Hoese & Co
Minnesota
$3.9M -$20.3K -280 -0.5%
IPW
347
Impact Partnership Wealth
Georgia
$3.87M +$3.84M +53,067 +13,007%
FHC
348
First Heartland Consultants
Missouri
$3.87M -$140K -1,930 -3%
MBTD
349
Mechanics Bank - Trust Department
California
$3.86M -$351K -4,848 -8%
BB
350
Berkshire Bank
Massachusetts
$3.86M +$439K +6,072 +13%
12 13
14
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