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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,143 hedge funds and large institutions have $22B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 420 increasing their positions, 477 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+20
Holders Change %
+1.78%
% of All Funds
18.03%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
2.02%
New
101
Increased
420
Reduced
477
Closed
73
Calls
$1.55M
Puts
$617K
Net Calls
+$936K
Net Calls Change
-$1.46M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.02B
3
Cerity Partners
Cerity Partners
New York
$115M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
$93.4M
5
Morgan Stanley
Morgan Stanley
New York
$1.26B

Top Sellers

1
RJA
Raymond James & Associates
Florida
$1.18B
2
SWG
Summit Wealth Group
Vermont
$322K
3
SG Americas Securities
SG Americas Securities
New York
$533K
4
BCM
Brookstone Capital Management
Illinois
$106M
5
Two Sigma Investments
Two Sigma Investments
New York
$8.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
426
Advisornet Financial
Minnesota
$2.59M +$18K +242 +0.7%
AWM
427
Aries Wealth Management
Maine
$2.58M +$70.6K +950 +3%
DWM
428
Defined Wealth Management
Oregon
$2.57M -$18.5K -249 -0.7%
FG
429
Foster Group
Iowa
$2.55M +$178K +2,400 +8%
S
430
SignatureFD
Georgia
$2.55M +$605K +8,135 +31%
Northern Trust
431
Northern Trust
Illinois
$2.52M -$920K -12,371 -27%
DL
432
DOHJ LLC
Washington
$2.51M +$11.4K +154 +0.5%
FFA
433
Farther Finance Advisors
California
$2.5M +$469K +6,313 +23%
AA
434
ACT Advisors
North Carolina
$2.49M -$144K -1,934 -5%
WF
435
Williams Financial
Vermont
$2.48M +$374K +5,030 +18%
1WA
436
180 Wealth Advisors
Washington
$2.48M -$66.2K -892 -3%
TLA
437
Tanglewood Legacy Advisors
Texas
$2.48M +$1.19K +16 +0%
CGFA
438
Colton Groome Financial Advisors
North Carolina
$2.47M +$753K +10,136 +44%
MSA
439
Marino Stram & Associates
Massachusetts
$2.45M -$27.7K -373 -1%
HCM
440
Highview Capital Management
Illinois
$2.45M +$462K +6,220 +23%
AR
441
Apeiron RIA
Texas
$2.44M +$246K +3,309 +11%
WWM
442
Windsor Wealth Management
Indiana
$2.44M -$254K -3,423 -9%
BHWM
443
Bay Harbor Wealth Management
Maryland
$2.43M -$13.8K -185 -0.6%
RPGK
444
Retirement Planning Group (Kansas)
Kansas
$2.43M -$186K -2,500 -7%
PCIG
445
Partners Capital Investment Group
Massachusetts
$2.42M +$2.42M +32,505 New
KWS
446
Keystone Wealth Services
California
$2.42M -$286K -3,845 -11%
WFAG
447
Wescott Financial Advisory Group
Pennsylvania
$2.42M +$13.5K +182 +0.6%
National Bank of Canada
448
National Bank of Canada
Quebec, Canada
$2.4M +$64.8K +871 +3%
PA
449
PFG Advisors
Arizona
$2.4M -$716K -9,631 -23%
SI
450
Saxon Interests
Texas
$2.39M -$274K -3,691 -10%
16 17
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