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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 %
AssetMark Inc
26
AssetMark Inc
California
$118M +$9.81M +134,864 +9%
Mariner
27
Mariner
Kansas
$112M -$10.2M -140,266 -8%
MML Investors Services
28
MML Investors Services
Massachusetts
$108M +$8.57M +117,750 +9%
SAM
29
Securian Asset Management
Minnesota
$99.2M -$11.2M -154,519 -10%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$94M +$1.62M +22,210 +2%
CA
31
Cetera Advisors
Colorado
$93.9M -$3.77M -51,866 -4%
PAS
32
Park Avenue Securities
New York
$88.9M +$26.1M +358,519 +42%
GW
33
GW & Wade
Massachusetts
$79.9M -$1.74M -23,945 -2%
JIC
34
Johnson Investment Counsel
Ohio
$78.7M -$2.12M -29,175 -3%
FA
35
Financial Advisors
Massachusetts
$78.3M +$1.99M +27,351 +3%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$76.7M +$110K +1,508 +0.1%
IWC
37
Integrated Wealth Concepts
Massachusetts
$75.6M +$6.1M +83,816 +9%
AWS
38
AJ Wealth Strategies
New York
$74.8M -$1.55M -21,265 -2%
Allianz Asset Management
39
Allianz Asset Management
Germany
$71.8M -$59.6M -819,937 -45%
SP
40
Symmetry Partners
Connecticut
$67.3M +$2.07M +28,511 +3%
HI
41
Horizon Investments
North Carolina
$61.6M +$19M +261,550 +45%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$60.4M +$10.1M +138,425 +20%
AWMS
43
Advocacy Wealth Management Services
Georgia
$53.5M +$11.2M +153,989 +26%
AWM
44
AE Wealth Management
Kansas
$53.2M +$9.98M +137,238 +23%
PAG
45
Private Advisor Group
New Jersey
$53M -$2.07M -28,519 -4%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$52.4M +$8.1M +111,316 +18%
PI
47
PFS Investments
Georgia
$52.3M +$32.9M +447,021 +169%
SPIA
48
Steward Partners Investment Advisory
New York
$51M -$543K -7,459 -1%
Stifel Financial
49
Stifel Financial
Missouri
$49.4M +$2.75M +37,754 +6%
OIA
50
OneDigital Investment Advisors
Kansas
$46.9M +$11.5M +157,741 +32%
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