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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 %
MW
476
Marcum Wealth
Ohio
$2.01M -$637K -8,762 -24%
FFA
477
Farther Finance Advisors
California
$1.99M +$716K +9,845 +56%
APWM
478
Atlas Private Wealth Management
New York
$1.96M +$67.4K +926 +4%
HCM
479
Highview Capital Management
Illinois
$1.94M +$1.94M +26,723 New
Legacy Financial Group (Iowa)
480
Legacy Financial Group (Iowa)
Iowa
$1.94M +$846K +11,635 +77%
SFWC
481
Strategic Family Wealth Counselors
New Jersey
$1.93M -$87.7K -1,205 -4%
EL
482
EQ LLC
Washington
$1.92M +$65.5K +900 +4%
CFG
483
Carr Financial Group
Massachusetts
$1.91M -$842K -11,570 -31%
S
484
SignatureFD
Georgia
$1.9M -$4.07K -56 -0.2%
KPWS
485
Kestra Private Wealth Services
Texas
$1.88M +$320K +4,397 +21%
CCM
486
Crabel Capital Management
California
$1.87M +$573K +7,872 +44%
VWA
487
VERITY Wealth Advisors
United States
$1.87M +$6.84K +94 +0.4%
PPC
488
Park Place Capital
Alabama
$1.86M -$318K -4,370 -15%
9WM
489
9258 Wealth Management
Ohio
$1.86M – – –
EP
490
Eudaimonia Partners
Tennessee
$1.86M -$144K -1,978 -7%
HWM
491
HB Wealth Management
Georgia
$1.85M +$57.9K +796 +3%
Fifth Third Bancorp
492
Fifth Third Bancorp
Ohio
$1.85M -$728K -10,011 -28%
LWM
493
Lodestone Wealth Management
Washington
$1.85M +$13K +179 +0.7%
AWM
494
Alterna Wealth Management
Texas
$1.84M -$1.01M -13,831 -35%
FWP
495
Firethorn Wealth Partners
Georgia
$1.83M +$526K +7,106 +40%
AIP
496
Almanack Investment Partners
Pennsylvania
$1.82M -$18.1K -249 -1%
SF
497
Synovus Financial
Georgia
$1.81M +$39.2K +539 +2%
SS
498
Simplicity Solutions
Minnesota
$1.8M +$1.33M +18,269 +282%
T
499
TCWP
Ohio
$1.77M +$327K +4,500 +23%
AWM
500
Avior Wealth Management
Nebraska
$1.76M -$91.4K -1,256 -5%
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