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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 %
GRP
351
Global Retirement Partners
California
$4.16M +$1.49M +20,434 +56%
SHIM
352
Stone House Investment Management
Pennsylvania
$4.16M +$1.13M +15,590 +38%
T
353
TNF
Montana
$4.16M +$312K +4,229 +8%
GFA
354
Gallagher Fiduciary Advisors
Illinois
$4.14M +$4.14M +56,888 New
BFG
355
Barber Financial Group
Kansas
$4.13M -$7.13K -98 -0.2%
SW
356
SVB Wealth
Massachusetts
$4.12M +$349K +4,802 +9%
WCM
357
Windham Capital Management
Massachusetts
$4.07M +$232K +3,184 +6%
FHA
358
Flagship Harbor Advisors
Massachusetts
$4M -$143K -1,960 -3%
RA
359
RFG Advisory
Alabama
$3.94M -$86.5K -1,189 -2%
MA
360
Mutual Advisors
Nebraska
$3.93M -$3.85M -52,979 -49%
PFG
361
PAX Financial Group
Texas
$3.91M +$1.13M +15,590 +41%
Daiwa Securities Group
362
Daiwa Securities Group
Japan
$3.9M -$353K -4,850 -8%
SAMC
363
Spectrum Asset Management (California)
California
$3.83M -$364 -5 -0%
HC
364
Hoese & Co
Minnesota
$3.83M -$61.8K -875 -2%
MWM
365
Marietta Wealth Management
Georgia
$3.82M -$87.9K -1,208 -2%
TF
366
Tompkins Financial
New York
$3.82M -$249K -3,428 -6%
REMPR
367
Roof Eidam Maycock Peralta (REMP)
California
$3.79M -$355K -4,877 -9%
SA
368
Scarborough Advisors
Maryland
$3.76M +$1.82M +24,981 +94%
BS
369
Banco Santander
Spain
$3.75M – – –
FHC
370
First Heartland Consultants
Missouri
$3.73M -$103K -1,410 -3%
CWP
371
CFM Wealth Partners
Texas
$3.72M -$153K -2,098 -4%
TWM
372
Tolleson Wealth Management
Texas
$3.71M -$1.91M -26,264 -34%
ECM
373
Evergreen Capital Management
Washington
$3.68M +$350K +4,811 +11%
CWM
374
Cordatus Wealth Management
Pennsylvania
$3.64M -$90.6K -1,246 -2%
ICMARC
375
International City Management Association Retirement Corp
District of Columbia
$3.64M – – –
13 14
15
16 17