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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 %
BA
376
BCM Advisors
Louisiana
$3.62M – – –
ELI
377
Empire Life Investments
Ontario, Canada
$3.6M +$103K +1,419 +3%
EIP
378
Ellis Investment Partners
Pennsylvania
$3.59M -$263K -3,614 -7%
VWA
379
Visionary Wealth Advisors
Illinois
$3.57M -$1.02M -14,063 -22%
BOPW
380
Brandywine Oak Private Wealth
Pennsylvania
$3.56M -$210K -2,890 -6%
D
381
Diversified
Delaware
$3.56M +$231K +3,176 +7%
SL
382
Sentinus LLC
Illinois
$3.53M +$1.81M +24,929 +105%
Capstone Investment Advisors
383
Capstone Investment Advisors
New York
$3.52M -$43.3M -594,980 -92%
WWM
384
Western Wealth Management
Colorado
$3.51M +$33K +453 +0.9%
WA
385
Wealth Alliance
New York
$3.5M +$1.1M +15,168 +46%
NL
386
NWAM LLC
Washington
$3.44M +$487K +6,689 +16%
WCM
387
WealthBridge Capital Management
Ohio
$3.44M -$101K -1,386 -3%
MMA
388
Miracle Mile Advisors
California
$3.42M -$396K -5,444 -10%
Northern Trust
389
Northern Trust
Illinois
$3.37M -$1.09M -14,979 -24%
KIG
390
Kennedy Investment Group
New Jersey
$3.36M +$192K +2,646 +6%
FFS
391
Founders Financial Securities
Maryland
$3.36M -$657K -9,038 -16%
CWM
392
Centurion Wealth Management
Virginia
$3.35M +$770K +10,583 +30%
TNBTD
393
Trustmark National Bank Trust Department
Mississippi
$3.27M -$601K -8,266 -16%
CCA
394
Cora Capital Advisors
New Jersey
$3.24M +$55.6K +764 +2%
TF
395
Trek Financial
Arizona
$3.23M +$987K +13,570 +44%
LNC
396
Lincoln National Corp
Pennsylvania
$3.14M -$115K -1,585 -4%
WMP
397
Wealth Management Partners
Arizona
$3.13M -$287K -3,948 -8%
HGERS
398
Householder Group Estate & Retirement Specialist
Arizona
$3.13M +$3.13M +43,026 New
EFG
399
Ethos Financial Group
Pennsylvania
$3.06M +$635K +8,728 +26%
MOS
400
MGO One Seven
Ohio
$3.06M +$2M +27,540 +189%
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