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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 %
PIA
476
Pinion Investment Advisors
Kansas
$2.12M -$71.7K -965 -3%
TWM
477
Tolleson Wealth Management
Texas
$2.11M -$1.68M -22,643 -44%
PIMG
478
Patriot Investment Management Group
Tennessee
$2.1M +$20.4K +274 +1%
SFG
479
Sovereign Financial Group
Connecticut
$2.09M +$493K +6,638 +31%
EA
480
Ergawealth Advisors
Illinois
$2.07M -$34K -457 -2%
EL
481
EQ LLC
Washington
$2.07M +$114K +1,540 +6%
FHA
482
First Horizon Advisors
Tennessee
$2.06M +$309K +4,157 +18%
HP
483
Hilltop Partners
Indiana
$2.06M -$227K -3,049 -10%
JFG
484
JMG Financial Group
Illinois
$2.06M – – –
AWM
485
Avior Wealth Management
Nebraska
$2.03M +$227K +3,060 +13%
TCA
486
Transcend Capital Advisors
New Jersey
$1.99M +$200K +2,688 +11%
SFWC
487
Strategic Family Wealth Counselors
New Jersey
$1.97M -$1.86K -25 -0.1%
CFG
488
Carr Financial Group
Massachusetts
$1.94M -$17.4K -234 -0.9%
Fifth Third Bancorp
489
Fifth Third Bancorp
Ohio
$1.94M +$43.7K +588 +2%
APWM
490
Atlas Private Wealth Management
New York
$1.92M -$82.9K -1,115 -4%
ACP
491
Arcus Capital Partners
Georgia
$1.92M -$280K -3,772 -13%
SRC
492
Shufro Rose & Co
New York
$1.92M -$721K -9,700 -27%
FWP
493
Firethorn Wealth Partners
Georgia
$1.91M +$69K +928 +4%
PPC
494
Park Place Capital
Alabama
$1.89M -$4.31K -58 -0.2%
WI
495
Wintrust Investments
Illinois
$1.89M -$559K -7,524 -23%
HWM
496
HB Wealth Management
Georgia
$1.89M -$3.64K -49 -0.2%
ONST
497
Old North State Trust
North Carolina
$1.88M -$189K -2,543 -9%
AWM
498
Alterna Wealth Management
Texas
$1.87M -$15.5K -208 -0.8%
AIP
499
Almanack Investment Partners
Pennsylvania
$1.85M -$9.81K -132 -0.5%
VWA
500
VERITY Wealth Advisors
United States
$1.84M -$66.2K -890 -3%
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