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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 %
MCA
526
Magnolia Capital Advisors
Mississippi
$1.69M -$18.7K -260 -1%
Brown Advisory
527
Brown Advisory
Maryland
$1.64M -$1.58M -21,925 -49%
CG
528
CFO4Life Group
Texas
$1.64M -$252K -3,493 -13%
C
529
CFO4Life
Texas
$1.64M +$1.64M +22,739 New
FTUS
530
Flow Traders U.S.
New York
$1.64M -$705K -9,781 -30%
KWM
531
Kaydan Wealth Management
Michigan
$1.63M -$57.8K -802 -3%
AWA
532
Arkadios Wealth Advisors
Georgia
$1.62M +$140K +1,938 +9%
BWM
533
BCGM Wealth Management
Indiana
$1.61M +$433 +6 +0%
DB
534
Dravo Bay
Delaware
$1.61M +$243K +3,366 +18%
PCA
535
Pallas Capital Advisors
Massachusetts
$1.6M -$21.1K -291 -1%
TFGT
536
TS Financial Group (TSFG)
Illinois
$1.6M -$74.2K -1,029 -4%
C1AG
537
Client 1st Advisory Group
Florida
$1.59M +$292K +4,052 +22%
FHA
538
First Horizon Advisors
Tennessee
$1.57M +$263K +3,646 +20%
Renaissance Technologies
539
Renaissance Technologies
New York
$1.57M +$1.57M +21,700 New
CA
540
CoreCap Advisors
Michigan
$1.56M +$179K +2,489 +13%
SWP
541
ShoreHaven Wealth Partners
New Jersey
$1.55M +$67.1K +930 +5%
KPWS
542
Kestra Private Wealth Services
Texas
$1.54M +$142K +1,975 +10%
CFCI
543
Comprehensive Financial Consultants Institutional
Indiana
$1.53M -$116K -1,576 -7%
BHWM
544
Bay Harbor Wealth Management
Maryland
$1.53M +$151K +2,091 +11%
TCA
545
Transcend Capital Advisors
New Jersey
$1.51M +$22.9K +317 +2%
IF
546
Integrity Financial
Wyoming
$1.5M -$1.63M -22,651 -52%
PIA
547
Perennial Investment Advisors
California
$1.49M -$26K -360 -2%
PTC
548
Private Trust Company
Ohio
$1.49M -$7.14K -99 -0.5%
HPM
549
Hoxton Planning & Management
West Virginia
$1.47M +$1.47M +20,441 New
BEI
550
Benjamin Edwards Inc
Missouri
$1.46M +$9.08K +126 +0.6%
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