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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 %
RPGK
426
Retirement Planning Group (Kansas)
Kansas
$2.56M -$179K -2,456 -7%
DWM
427
Defined Wealth Management
Oregon
$2.53M -$1.27M -17,415 -33%
AF
428
Advisornet Financial
Minnesota
$2.52M +$324K +4,452 +15%
BIA
429
Bell Investment Advisors
California
$2.52M +$663K +9,112 +36%
KWM
430
Keebeck Wealth Management
Illinois
$2.51M +$442K +6,070 +21%
TGAM
431
TBH Global Asset Management
Tennessee
$2.49M +$457K +6,281 +22%
1WA
432
180 Wealth Advisors
Washington
$2.49M -$53.4K -734 -2%
WWM
433
WT Wealth Management
Arizona
$2.47M +$275K +3,778 +13%
PIAS
434
PCA Investment Advisory Services
Ohio
$2.46M +$2.46M +33,785 New
AWM
435
Aries Wealth Management
Maine
$2.45M +$57.5K +790 +2%
DL
436
DOHJ LLC
Washington
$2.45M -$43K -591 -2%
MSA
437
Marino Stram & Associates
Massachusetts
$2.43M -$10.2K -140 -0.4%
TLA
438
Tanglewood Legacy Advisors
Texas
$2.42M -$19.1K -262 -0.8%
WI
439
Wintrust Investments
Illinois
$2.4M +$352K +4,843 +17%
BHWM
440
Bay Harbor Wealth Management
Maryland
$2.39M +$850K +11,682 +55%
LWMG
441
Levy Wealth Management Group
Pennsylvania
$2.37M -$37.8K -520 -2%
WFAG
442
Wescott Financial Advisory Group
Pennsylvania
$2.35M -$138K -1,896 -6%
SWM
443
Sugarloaf Wealth Management
Georgia
$2.34M -$7.06K -97 -0.3%
Bank of Montreal
444
Bank of Montreal
Ontario, Canada
$2.33M +$608K +8,355 +35%
BWP
445
Bernardo Wealth Planning
Pennsylvania
$2.33M -$14.7K -202 -0.6%
FG
446
Foster Group
Iowa
$2.32M +$14.8K +203 +0.6%
BA
447
Ballew Advisors
Mississippi
$2.31M -$253K -3,458 -10%
National Bank of Canada
448
National Bank of Canada
Quebec, Canada
$2.29M -$40.1K -551 -2%
SIAS
449
Summit Investment Advisory Services
Minnesota
$2.28M -$61.8K -849 -3%
CA
450
CGN Advisors
Kansas
$2.27M +$133K +1,822 +6%
16 17
18
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