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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 %
SFM
501
Signet Financial Management
New Jersey
$1.66M -$29.7K -411 -2%
PTC
502
Private Trust Company
Ohio
$1.66M +$101K +1,389 +6%
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$1.64M -$244K -3,371 -13%
TFS
504
Thoroughbred Financial Services
Tennessee
$1.63M +$187K +2,582 +13%
SAM
505
Secure Asset Management
Michigan
$1.61M +$1.61M +22,185 New
TFA
506
Tranquilli Financial Advisor
New Jersey
$1.6M -$14.3K -198 -0.9%
GSEP
507
Golden State Equity Partners
California
$1.59M +$24K +332 +2%
GFL
508
Granite FO LLC
New Hampshire
$1.59M -$86K -1,188 -5%
MW
509
Marcum Wealth
Ohio
$1.58M +$22K +304 +1%
FWP
510
Firethorn Wealth Partners
Georgia
$1.58M -$275K -3,803 -15%
SI
511
Stephens Inc
Arkansas
$1.58M +$21.9K +302 +1%
FPCP
512
Fort Point Capital Partners
California
$1.55M -$121K -1,671 -7%
FMWA
513
Forvis Mazars Wealth Advisors
Missouri
$1.55M -$21.2K -293 -1%
SFG
514
Sovereign Financial Group
Connecticut
$1.52M -$515K -7,111 -25%
WI
515
Wintrust Investments
Illinois
$1.51M -$331K -4,569 -18%
KPWS
516
Kestra Private Wealth Services
Texas
$1.51M -$90.5K -1,250 -6%
TWM
517
Triton Wealth Management
Arizona
$1.5M -$101K -1,369 -6%
KWM
518
Kaydan Wealth Management
Michigan
$1.5M -$47K -650 -3%
BEI
519
Benjamin Edwards Inc
Missouri
$1.5M +$2.17K +30 +0.1%
CIBC Private Wealth Group
520
CIBC Private Wealth Group
Georgia
$1.47M +$376K +5,196 +34%
9WM
521
9258 Wealth Management
Ohio
$1.46M -$185K -2,551 -11%
PPC
522
Park Place Capital
Alabama
$1.45M -$393K -5,431 -21%
SWA
523
Stratos Wealth Advisors
Ohio
$1.45M +$76.7K +1,060 +6%
FCFC
524
First Citizens Financial Corp
Iowa
$1.44M -$6.37K -88 -0.4%
FFWA
525
FRG Family Wealth Advisors
Washington
$1.44M +$9.77K +135 +0.7%
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