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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 %
REMPR
476
Roof Eidam Maycock Peralta (REMP)
California
$1.89M -$208K -2,875 -10%
C1AG
477
Client 1st Advisory Group
Florida
$1.89M -$220K -3,043 -10%
APWM
478
Atlas Private Wealth Management
New York
$1.88M +$8.03K +111 +0.4%
ACP
479
Arcus Capital Partners
Georgia
$1.87M – – –
TCA
480
Transcend Capital Advisors
New Jersey
$1.87M -$70.4K -973 -4%
HP
481
Hilltop Partners
Indiana
$1.86M -$143K -1,970 -7%
CWM
482
Certus Wealth Management
California
$1.86M +$337K +4,654 +22%
AFG
483
Atomi Financial Group
New York
$1.85M +$1.15M +15,942 +165%
SFP
484
Sweet Financial Partners
Minnesota
$1.85M -$925K -12,777 -33%
SRC
485
Shufro Rose & Co
New York
$1.83M -$37.2K -514 -2%
HWM
486
HB Wealth Management
Georgia
$1.83M -$15.3K -211 -0.8%
PA
487
PFG Advisors
Arizona
$1.81M -$524K -7,239 -22%
AIP
488
Almanack Investment Partners
Pennsylvania
$1.8M +$3.69K +51 +0.2%
ONST
489
Old North State Trust
North Carolina
$1.79M -$36.1K -499 -2%
DT
490
Diversified Trust
Tennessee
$1.78M +$446K +6,160 +33%
MFS
491
Madrona Financial Services
Washington
$1.78M +$1.3M +17,978 +271%
TI
492
Trexquant Investment
Connecticut
$1.78M +$383K +5,285 +27%
FHA
493
First Horizon Advisors
Tennessee
$1.78M -$234K -3,227 -12%
Marshall Wace
494
Marshall Wace
United Kingdom
$1.77M +$1.77M +24,500 New
FGA
495
Fortis Group Advisors
New Jersey
$1.74M +$161K +2,220 +10%
SFG
496
Steward Financial Group
Texas
$1.71M +$1.71M +23,667 New
PIA
497
Pinion Investment Advisors
Kansas
$1.71M -$353K -4,872 -17%
CGFA
498
Colton Groome Financial Advisors
North Carolina
$1.7M -$700K -9,668 -29%
VWA
499
VERITY Wealth Advisors
United States
$1.7M -$93.2K -1,288 -5%
MCA
500
Magnolia Capital Advisors
Mississippi
$1.67M +$1.67M +23,453 New
18 19
20
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