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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 %
CA
451
CGN Advisors
Kansas
$2.39M +$65.5K +881 +3%
TC
452
Teilinger Capital
Texas
$2.38M -$4.76M -64,000 -67%
CAG
453
Curtis Advisory Group
California
$2.35M +$114K +1,528 +5%
BA
454
Ballew Advisors
Mississippi
$2.35M – – –
SWM
455
Sugarloaf Wealth Management
Georgia
$2.34M -$52.5K -706 -2%
LWMG
456
Levy Wealth Management Group
Pennsylvania
$2.32M -$102K -1,377 -4%
BWP
457
Bernardo Wealth Planning
Pennsylvania
$2.31M -$63.9K -860 -3%
FF
458
Friedenthal Financial
New Jersey
$2.29M -$16.9K -227 -0.7%
FTUS
459
Flow Traders U.S.
New York
$2.29M +$2.29M +30,770 New
SWM
460
Scissortail Wealth Management
Oklahoma
$2.28M -$728K -9,711 -24%
BFA
461
Beacon Financial Advisory
Ohio
$2.28M -$455K -6,126 -17%
EA
462
Emerald Advisors
Washington
$2.27M +$163K +2,198 +8%
PIAS
463
PCA Investment Advisory Services
Ohio
$2.27M -$242K -3,255 -10%
PI
464
PFG Investments
New York
$2.26M +$703K +9,457 +45%
BFG
465
Berger Financial Group
Minnesota
$2.25M -$2.83K -38 -0.1%
SIAS
466
Summit Investment Advisory Services
Minnesota
$2.24M -$89.7K -1,207 -4%
CIAS
467
Capital Investment Advisory Services
North Carolina
$2.23M -$1.64K -22 -0.1%
JFGIW
468
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.23M -$33K -444 -1%
FWI
469
Facet Wealth Inc
Maryland
$2.23M +$2.23M +29,707 New
MFWP
470
Mosaic Family Wealth Partners
Missouri
$2.22M -$84.7K -1,139 -4%
Bank of Montreal
471
Bank of Montreal
Ontario, Canada
$2.2M -$184K -2,476 -8%
SWM
472
SigFig Wealth Management
California
$2.2M +$138K +1,881 +7%
WWA
473
WCG Wealth Advisors
Nevada
$2.17M +$2.17M +29,211 New
C1AG
474
Client 1st Advisory Group
Florida
$2.17M -$59.5K -800 -3%
REMPR
475
Roof Eidam Maycock Peralta (REMP)
California
$2.15M -$1.72M -23,199 -44%
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