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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 %
CAL
351
Capital Analysts LLC
Pennsylvania
$3.83M -$2.46M -33,949 -39%
EFG
352
Ethos Financial Group
Pennsylvania
$3.81M +$743K +10,217 +24%
KWM
353
Keebeck Wealth Management
Illinois
$3.8M -$425K -5,836 -10%
CWP
354
CFM Wealth Partners
Texas
$3.8M +$154K +2,124 +4%
GM
355
GeoWealth Management
Illinois
$3.78M +$526K +7,271 +16%
IDA
356
Intelligence Driven Advisers
California
$3.77M -$2.53M -35,238 -40%
KFSC
357
Keystone Financial Services (Colorado)
Colorado
$3.77M -$889K -12,287 -19%
TF
358
Tompkins Financial
New York
$3.77M +$58.4K +807 +2%
CWG
359
Cornerstone Wealth Group
North Carolina
$3.74M -$10.3K -142 -0.3%
HI
360
Harbour Investments
Wisconsin
$3.69M -$121K -1,666 -3%
CWM
361
Cordatus Wealth Management
Pennsylvania
$3.66M +$23.7K +328 +0.7%
BA
362
BCM Advisors
Louisiana
$3.65M +$38.9K +527 +1%
GRP
363
Global Retirement Partners
California
$3.64M -$387K -5,377 -10%
KIG
364
Kennedy Investment Group
New Jersey
$3.63M +$368K +5,083 +11%
BWM
365
Brown Wealth Management
Illinois
$3.63M -$3.08M -42,620 -46%
ELI
366
Empire Life Investments
Ontario, Canada
$3.62M +$876K +12,100 +32%
D
367
Diversified
Delaware
$3.62M -$37.2K -514 -1%
SSC
368
Syverson Strege & Co
Iowa
$3.61M -$309K -4,275 -8%
RSWM
369
Robertson Stephens Wealth Management
California
$3.58M -$581K -7,982 -14%
PFG
370
PAX Financial Group
Texas
$3.57M -$353K -4,871 -9%
CB
371
Commerce Bank
Missouri
$3.52M -$719K -9,932 -17%
T
372
TNF
Montana
$3.51M -$609K -8,431 -15%
FHA
373
Flagship Harbor Advisors
Massachusetts
$3.51M -$11.9K -165 -0.3%
SFS
374
Sowell Financial Services
Arkansas
$3.47M +$88.4K +1,215 +3%
PCA
375
Pallas Capital Advisors
Massachusetts
$3.42M +$579K +8,133 +20%
13 14
15
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