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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 %
AWA
401
Alta Wealth Advisors
Massachusetts
$2.77M -$1.23M -17,011 -31%
SA
402
Scarborough Advisors
Maryland
$2.77M -$1.11M -15,404 -29%
AR
403
Apeiron RIA
Texas
$2.72M +$335K +4,628 +14%
NL
404
NWAM LLC
Washington
$2.7M -$52K -718 -2%
MLA
405
My Legacy Advisors
Oregon
$2.68M -$448K -6,197 -14%
WWM
406
WT Wealth Management
Arizona
$2.66M -$1.81K -25 -0.1%
HWP
407
Hibernia Wealth Partners
Louisiana
$2.66M +$2.66M +36,777 New
MAP
408
Milestone Advisory Partners
North Carolina
$2.64M +$82.3K +1,137 +3%
KWM
409
Kingsview Wealth Management
Oregon
$2.63M +$1.25M +17,208 +90%
AWM
410
Aries Wealth Management
Maine
$2.61M +$57.5K +781 +2%
TF
411
Trek Financial
Arizona
$2.6M -$694K -9,588 -21%
CG
412
Cynosure Group
Utah
$2.6M -$414K -5,722 -14%
CA
413
CGN Advisors
Kansas
$2.6M +$272K +3,751 +12%
TNBTD
414
Trustmark National Bank Trust Department
Mississippi
$2.59M -$9.7K -134 -0.4%
HCM
415
Highview Capital Management
Illinois
$2.59M +$206K +2,841 +9%
VWA
416
Visionary Wealth Advisors
Illinois
$2.57M -$314K -4,332 -11%
CBFP
417
Cedar Brook Financial Partners
Ohio
$2.57M -$152K -2,105 -6%
DWM
418
Defined Wealth Management
Oregon
$2.55M +$47.6K +657 +2%
BIA
419
Bell Investment Advisors
California
$2.53M -$23.7K -327 -0.9%
MOS
420
MGO One Seven
Ohio
$2.51M +$1.19M +16,487 +91%
IA
421
IFP Advisors
Florida
$2.49M -$263K -3,632 -10%
Bank of Montreal
422
Bank of Montreal
Ontario, Canada
$2.48M +$264K +3,525 +12%
MSA
423
Marino Stram & Associates
Massachusetts
$2.48M +$90.5K +1,251 +4%
LPAM
424
Lodestar Private Asset Management
California
$2.47M -$77.4K -1,070 -3%
HGERS
425
Householder Group Estate & Retirement Specialist
Arizona
$2.47M +$2.47M +34,173 New
15 16
17
18 19