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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 %
SPAS
501
Spectrum Planning & Advisory Services
California
$1.76M +$784K +10,776 +80%
FPCP
502
Fort Point Capital Partners
California
$1.75M +$19.1K +263 +1%
TCA
503
Transcend Capital Advisors
New Jersey
$1.75M +$230K +3,164 +15%
PD
504
Planning Directions
Pennsylvania
$1.73M -$39.7K -546 -2%
LWM
505
Lionsbridge Wealth Management
Florida
$1.73M -$48.6K -668 -3%
MWM
506
Mattern Wealth Management
Kansas
$1.73M -$44.1K -606 -2%
KA
507
Kovack Advisors
Florida
$1.72M -$19.8K -272 -1%
FHA
508
First Horizon Advisors
Tennessee
$1.72M +$130K +1,793 +8%
GFL
509
Granite FO LLC
New Hampshire
$1.71M +$382K +5,181 +29%
MCA
510
Magnolia Capital Advisors
Mississippi
$1.7M -$5.31K -73 -0.3%
RB
511
Renasant Bank
Mississippi
$1.7M -$117K -1,607 -6%
AWA
512
Arkadios Wealth Advisors
Georgia
$1.7M +$66.5K +914 +4%
WWC
513
Waypoint Wealth Counsel
Georgia
$1.68M -$150K -2,056 -8%
CGFA
514
Colton Groome Financial Advisors
North Carolina
$1.68M -$1.19M -16,321 -41%
TWM
515
Triton Wealth Management
Arizona
$1.64M -$66.1K -913 -4%
BWM
516
Baystate Wealth Management
Massachusetts
$1.63M +$641K +8,808 +65%
FGA
517
Fortis Group Advisors
New Jersey
$1.62M +$1.62M +21,955 New
KWM
518
Kaydan Wealth Management
Michigan
$1.62M -$28.2K -388 -2%
APWA
519
Atlas Private Wealth Advisors
New Jersey
$1.62M -$135K -1,855 -8%
Corient Private Wealth
520
Corient Private Wealth
Florida
$1.59M -$223K -3,070 -12%
HPM
521
Hoxton Planning & Management
West Virginia
$1.59M +$101K +1,394 +7%
CG
522
Clifford Group
Massachusetts
$1.57M +$260K +3,577 +20%
WAS
523
Wealth Advisory Solutions
Indiana
$1.57M +$425K +5,839 +37%
SI
524
Stephens Inc
Arkansas
$1.57M -$207K -2,847 -12%
SFG
525
Sovereign Financial Group
Connecticut
$1.56M +$93.8K +1,289 +6%
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