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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 %
HFRG
401
Houlihan Financial Resource Group
Virginia
$3.06M +$27.7K +381 +0.9%
PA
402
PFG Advisors
Arizona
$3.05M +$201K +2,765 +7%
Jane Street
403
Jane Street
New York
$3M +$2.57M +35,399 +608%
WP
404
WealthShield Partners
North Carolina
$2.99M +$710K +9,765 +31%
MAP
405
Milestone Advisory Partners
North Carolina
$2.97M -$65.5K -901 -2%
SWM
406
Scissortail Wealth Management
Oklahoma
$2.92M -$3M -41,254 -51%
WCG
407
Weaver Consulting Group
California
$2.87M +$76.4K +1,050 +3%
IF
408
IRON Financial
Illinois
$2.84M -$59.1K -812 -2%
MLA
409
My Legacy Advisors
Oregon
$2.83M +$1.38M +18,743 +95%
SFP
410
Sweet Financial Partners
Minnesota
$2.83M +$3.27K +45 +0.1%
DE
411
Day & Ennis
Georgia
$2.79M +$599K +8,236 +27%
CBFP
412
Cedar Brook Financial Partners
Ohio
$2.73M +$27.6K +379 +1%
SIAG
413
Safeguard Investment Advisory Group
California
$2.71M -$712K -9,783 -21%
SWP
414
ShoreHaven Wealth Partners
New Jersey
$2.69M +$1.13M +15,561 +72%
BFA
415
Beacon Financial Advisory
Ohio
$2.68M -$81.6K -1,122 -3%
EWA
416
EP Wealth Advisors
California
$2.66M +$436K +8,666 +20%
WWM
417
Windsor Wealth Management
Indiana
$2.66M -$348K -4,743 -12%
TWM
418
Tradition Wealth Management
Minnesota
$2.65M +$428K +5,888 +19%
KWS
419
Keystone Wealth Services
California
$2.64M +$286K +3,937 +12%
SFM
420
Signet Financial Management
New Jersey
$2.64M -$468K -6,435 -15%
LPAM
421
Lodestar Private Asset Management
California
$2.63M +$46.8K +644 +2%
SI
422
Saxon Interests
Texas
$2.61M -$1.34M -18,365 -34%
SRC
423
Shufro Rose & Co
New York
$2.58M -$347K -4,767 -12%
AA
424
ACT Advisors
North Carolina
$2.58M -$289K -3,976 -10%
SL
425
SWMG LLC
Texas
$2.56M +$622K +8,557 +32%
15 16
17
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