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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,059 hedge funds and large institutions have $20B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 410 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-28
Holders Change %
-2.58%
% of All Funds
18.31%
Holding in Top 10
146
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.8%
% of All Funds
2.52%
New
69
Increased
410
Reduced
415
Closed
83
Calls
$2.23M
Puts
$212K
Net Calls
+$2.02M
Net Calls Change
+$217K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.29B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$814M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$325M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$292M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$228M

Top Sellers

1
AC
Allstate Corporation
Illinois
-$191M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$96.8M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$94.6M
4
Goldman Sachs
Goldman Sachs
New York
-$28.2M
5
HI
Horizon Investments
North Carolina
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
526
Transcend Capital Advisors
New Jersey
$1.36M +$260K +3,928 +24%
SWP
527
ShoreHaven Wealth Partners
New Jersey
$1.36M +$244K +3,688 +22%
AWA
528
Arkadios Wealth Advisors
Georgia
$1.35M +$35.2K +532 +3%
KWM
529
Keebeck Wealth Management
Illinois
$1.35M +$350K +5,296 +35%
B
530
BetterWealth
California
$1.34M -$664K -10,052 -33%
BEI
531
Benjamin Edwards Inc
Missouri
$1.33M -$11.2K -169 -0.8%
CMS
532
Capital Market Strategies
Florida
$1.32M -$4.63K -70 -0.3%
BDF
533
Black Diamond Financial
Maryland
$1.31M – – –
AWM
534
Alterna Wealth Management
Texas
$1.29M -$71.4K -1,080 -5%
BFS
535
Bickling Financial Services
Massachusetts
$1.29M -$13.9K -210 -1%
FMN
536
Financial Management Network
California
$1.29M -$37K -535 -3%
KPWS
537
Kestra Private Wealth Services
Texas
$1.29M -$138K -2,089 -10%
MCM
538
Manchester Capital Management
Vermont
$1.28M – – –
CM
539
Columbus Macro
Pennsylvania
$1.28M +$1.28M +19,363 New
WAP
540
Wealthcare Advisory Partners
Pennsylvania
$1.28M -$51.1K -773 -4%
BHWM
541
Bay Harbor Wealth Management
Maryland
$1.27M +$175K +2,635 +16%
NR
542
Newfound Research
Massachusetts
$1.27M -$99.4K -1,504 -7%
SFS
543
Sowell Financial Services
Arkansas
$1.27M +$1.27M +19,185 New
CA
544
CoreCap Advisors
Michigan
$1.27M +$301K +4,559 +31%
PWMG
545
Provence Wealth Management Group
California
$1.26M +$281K +4,255 +29%
SFP
546
Shepherd Financial Partners
Massachusetts
$1.26M +$79.8K +1,208 +7%
DB
547
Dravo Bay
Delaware
$1.25M -$74.2K -1,123 -6%
BW
548
Bison Wealth
Georgia
$1.25M -$556K -8,408 -31%
RBFC
549
Roman Butler Fullerton & Co
Missouri
$1.25M +$2.05K +31 +0.2%
CIBC World Market
550
CIBC World Market
Ontario, Canada
$1.24M -$59.1K -894 -5%
20 21
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