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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,153 hedge funds and large institutions have $23.5B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 402 increasing their positions, 454 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
+94
Holders Change %
+8.88%
% of All Funds
18.6%
Holding in Top 10
145
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
2.34%
New
167
Increased
402
Reduced
454
Closed
55
Calls
$2.29M
Puts
$3.4M
Net Calls
-$1.12M
Net Calls Change
-$3.13M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$235M
2
AC
Allstate Corporation
Illinois
+$205M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$107M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$101M
5
Morgan Stanley
Morgan Stanley
New York
+$80.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$534M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$172M
3
Osaic Holdings
Osaic Holdings
Arizona
-$135M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$98.5M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$50.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
501
Almanack Investment Partners
Pennsylvania
$1.82M +$1.82M +25,259 New
WWC
502
Waypoint Wealth Counsel
Georgia
$1.82M +$1.82M +25,217 New
BFA
503
BMS Financial Advisors
South Dakota
$1.82M -$4.68M -57,804 -72%
LWM
504
Lodestone Wealth Management
Washington
$1.82M +$1.82M +25,188 New
RB
505
Renasant Bank
Mississippi
$1.8M +$46.6K +647 +3%
Corient Private Wealth
506
Corient Private Wealth
Florida
$1.8M +$1.8M +24,912 New
HWM
507
HB Wealth Management
Georgia
$1.78M -$33.7K -468 -2%
PIA
508
Pinion Investment Advisors
Kansas
$1.77M +$735K +10,201 +71%
LWM
509
Lionsbridge Wealth Management
Florida
$1.76M -$1.44M -20,016 -45%
SI
510
Stephens Inc
Arkansas
$1.76M +$18.9K +262 +1%
MWM
511
Mattern Wealth Management
Kansas
$1.76M – – –
PD
512
Planning Directions
Pennsylvania
$1.76M -$51.5K -715 -3%
SF
513
Synovus Financial
Georgia
$1.75M -$125K -1,739 -7%
BWIA
514
Bryant Woods Investment Advisors
New York
$1.75M -$6.85K -95 -0.4%
MYIA
515
Mount Yale Investment Advisors
Colorado
$1.74M -$13.5K -187 -0.8%
APWA
516
Atlas Private Wealth Advisors
New Jersey
$1.74M -$134K -1,856 -7%
WAP
517
Wealthcare Advisory Partners
Pennsylvania
$1.73M +$335K +4,644 +24%
KA
518
Kovack Advisors
Florida
$1.72M -$260K -3,601 -13%
MFWP
519
Mosaic Family Wealth Partners
Missouri
$1.72M +$1.72M +23,889 New
FPCP
520
Fort Point Capital Partners
California
$1.72M -$28K -389 -2%
Bank of Montreal
521
Bank of Montreal
Ontario, Canada
$1.72M -$1.85M -25,573 -52%
TWM
522
Triton Wealth Management
Arizona
$1.72M -$76.7K -1,053 -4%
BFEC
523
Benjamin F. Edwards & Company
Missouri
$1.71M +$91.4K +1,268 +6%
SXL
524
Summit X LLC
Missouri
$1.71M -$947K -13,490 -36%
SL
525
Sentinus LLC
Illinois
$1.7M +$373K +5,168 +28%
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