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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
+$656M
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
+$159M
5
Osaic Holdings
Osaic Holdings
Arizona
+$146M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$323M
2
Morgan Stanley
Morgan Stanley
New York
-$146M
3
FCBT
First Citizens Bank & Trust
North Carolina
-$111M
4
Bank of America
Bank of America
North Carolina
-$88.9M
5
HFRG
Houlihan Financial Resource Group
Virginia
-$72.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
376
Daiwa Securities Group
Japan
$3.41M -$199K -2,750 -6%
WCM
377
WealthBridge Capital Management
Ohio
$3.38M -$29.8K -412 -0.9%
WA
378
Wealth Alliance
New York
$3.31M -$622K -8,591 -16%
AG
379
Ascent Group
Virginia
$3.25M -$19.5M -266,433 -86%
LFAS
380
Level Four Advisory Services
Texas
$3.2M -$452K -6,244 -12%
BOPW
381
Brandywine Oak Private Wealth
Pennsylvania
$3.19M -$182K -2,518 -5%
EIP
382
Ellis Investment Partners
Pennsylvania
$3.16M -$339K -4,685 -10%
CCA
383
Cora Capital Advisors
New Jersey
$3.15M -$58K -802 -2%
WWM
384
Western Wealth Management
Colorado
$3.12M -$91.4K -1,263 -3%
WWA
385
WCG Wealth Advisors
Nevada
$3.11M +$1M +13,818 +47%
IP
386
Investment Partners
Ohio
$3.1M -$1.03M -14,224 -25%
VI
387
Vestcor Inc
New Brunswick, Canada
$3.07M +$347K +4,790 +13%
RA
388
RFG Advisory
Alabama
$3.06M -$672K -9,279 -18%
FFA
389
Farther Finance Advisors
California
$3.02M +$590K +8,156 +24%
HFRG
390
Houlihan Financial Resource Group
Virginia
$3.01M -$72.1M -999,290 -96%
LNC
391
Lincoln National Corp
Pennsylvania
$3M -$37.6K -520 -1%
CWM
392
Centurion Wealth Management
Virginia
$2.96M -$353K -4,873 -11%
SWP
393
ShoreHaven Wealth Partners
New Jersey
$2.96M -$551K -7,617 -16%
SPIA
394
Strategic Point Investment Advisors
Rhode Island
$2.94M -$18.1K -250 -0.6%
AAP
395
Arax Advisory Partners
Colorado
$2.88M -$12M -166,164 -81%
WP
396
WealthShield Partners
North Carolina
$2.84M -$720K -9,890 -20%
WMP
397
Wealth Management Partners
Arizona
$2.83M -$136K -1,876 -5%
DE
398
Day & Ennis
Georgia
$2.81M -$244K -3,374 -8%
WCG
399
Weaver Consulting Group
California
$2.81M -$8.9K -123 -0.3%
IF
400
IRON Financial
Illinois
$2.78M -$33.5K -463 -1%
14 15
16
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