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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 %
FF
451
Friedenthal Financial
New Jersey
$2.21M -$21.3K -294 -1%
AA
452
ACT Advisors
North Carolina
$2.2M -$218K -3,009 -9%
BA
453
Ballew Advisors
Mississippi
$2.2M -$80.3K -1,116 -4%
TGAM
454
TBH Global Asset Management
Tennessee
$2.2M -$427K -5,900 -16%
SL
455
SWMG LLC
Texas
$2.19M -$477K -6,586 -18%
MFWP
456
Mosaic Family Wealth Partners
Missouri
$2.16M – – –
EL
457
EQ LLC
Washington
$2.16M +$146K +2,018 +7%
CIAS
458
Capital Investment Advisory Services
North Carolina
$2.16M -$18.7K -259 -0.9%
PIAS
459
PCA Investment Advisory Services
Ohio
$2.11M -$103K -1,427 -5%
KWA
460
Kingswood Wealth Advisors
California
$2.09M +$1.43M +19,769 +216%
LWMG
461
Levy Wealth Management Group
Pennsylvania
$2.05M -$208K -2,868 -9%
WF
462
Williams Financial
Vermont
$2.03M -$386K -5,327 -16%
PIMG
463
Patriot Investment Management Group
Tennessee
$2.03M -$20K -277 -1%
TWM
464
Tolleson Wealth Management
Texas
$2.02M -$48.5K -667 -2%
CWA
465
Centennial Wealth Advisory
Michigan
$2.02M +$2.02M +27,852 New
EA
466
Ergawealth Advisors
Illinois
$2M -$23.8K -329 -1%
JFG
467
JMG Financial Group
Illinois
$1.99M -$8.69K -120 -0.4%
SIAS
468
Summit Investment Advisory Services
Minnesota
$1.97M -$208K -2,880 -10%
CAM
469
Cobblestone Asset Management
Virginia
$1.97M +$1.97M +27,180 New
SWM
470
Scissortail Wealth Management
Oklahoma
$1.96M -$228K -3,186 -10%
RPGK
471
Retirement Planning Group (Kansas)
Kansas
$1.93M -$439K -6,059 -19%
SFWC
472
Strategic Family Wealth Counselors
New Jersey
$1.92M – – –
CFG
473
Carr Financial Group
Massachusetts
$1.92M -$7.23K -98 -0.4%
AWM
474
Avior Wealth Management
Nebraska
$1.9M -$74.3K -1,026 -4%
BFA
475
Beacon Financial Advisory
Ohio
$1.9M -$322K -4,444 -14%
17 18
19
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