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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 %
FG
426
Foster Group
Iowa
$2.47M -$10.6K -146 -0.4%
Legacy Financial Group (Iowa)
427
Legacy Financial Group (Iowa)
Iowa
$2.45M -$480K -6,630 -16%
WFAG
428
Wescott Financial Advisory Group
Pennsylvania
$2.44M +$92.9K +1,283 +4%
S
429
SignatureFD
Georgia
$2.44M -$37.4K -517 -2%
MMA
430
Miracle Mile Advisors
California
$2.44M -$612K -8,457 -20%
SIAG
431
Safeguard Investment Advisory Group
California
$2.4M -$148K -2,051 -6%
APWA
432
Atlas Private Wealth Advisors
New Jersey
$2.39M -$496K -6,858 -17%
AFO
433
Arrowroot Family Office
California
$2.39M +$1.14M +15,731 +91%
TLA
434
Tanglewood Legacy Advisors
Texas
$2.38M -$26.1K -360 -1%
EA
435
Emerald Advisors
Washington
$2.38M +$170K +2,344 +8%
BHWM
436
Bay Harbor Wealth Management
Maryland
$2.37M -$7.42K -102 -0.3%
UB
437
UMB Bank
Missouri
$2.36M -$1.68M -23,191 -42%
JFGIW
438
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.36M +$176K +2,417 +8%
PCIG
439
Partners Capital Investment Group
Massachusetts
$2.35M – – –
AF
440
Advisornet Financial
Minnesota
$2.35M -$176K -2,433 -7%
DL
441
DOHJ LLC
Washington
$2.35M -$86.8K -1,207 -4%
1WA
442
180 Wealth Advisors
Washington
$2.34M -$68.7K -949 -3%
WWM
443
Windsor Wealth Management
Indiana
$2.34M -$35.7K -494 -2%
Corient Private Wealth
444
Corient Private Wealth
Florida
$2.34M +$825K +11,405 +55%
TFA
445
Transamerica Financial Advisors
Florida
$2.33M -$1.02M -14,057 -30%
National Bank of Canada
446
National Bank of Canada
Quebec, Canada
$2.32M +$13.5K +189 +0.6%
MYIA
447
Mount Yale Investment Advisors
Colorado
$2.29M -$294K -4,062 -11%
SWM
448
Sugarloaf Wealth Management
Georgia
$2.28M – – –
BWP
449
Bernardo Wealth Planning
Pennsylvania
$2.24M -$7.75K -107 -0.3%
CA
450
CoreCap Advisors
Michigan
$2.21M +$517K +7,136 +30%
16 17
18
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