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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 %
DB
526
Dravo Bay
Delaware
$1.56M -$65.2K -897 -4%
WAP
527
Wealthcare Advisory Partners
Pennsylvania
$1.56M -$187K -2,568 -11%
BFA
528
BMS Financial Advisors
South Dakota
$1.55M -$80.4K -1,105 -5%
TFS
529
Thoroughbred Financial Services
Tennessee
$1.54M +$148K +2,035 +11%
TFGT
530
TS Financial Group (TSFG)
Illinois
$1.53M -$80.6K -1,108 -5%
PI
531
PFG Investments
New York
$1.53M +$1.53M +20,971 New
SFS
532
Sowell Financial Services
Arkansas
$1.49M -$1.97M -27,101 -57%
FMWA
533
Forvis Mazars Wealth Advisors
Missouri
$1.49M +$31.4K +432 +2%
BEI
534
Benjamin Edwards Inc
Missouri
$1.48M +$3.05K +42 +0.2%
KCM
535
KM Capital Management
Texas
$1.47M +$99.7K +1,370 +7%
AWE
536
Avidian Wealth Enterprises
Texas
$1.46M +$375K +5,156 +34%
Vanguard Group
537
Vanguard Group
Pennsylvania
$1.46M +$1.46M +20,080 New
CF
538
Centaurus Financial
California
$1.46M +$404K +5,552 +38%
GCWM
539
Graham Capital Wealth Management
District of Columbia
$1.45M +$1.45M +1,989 New
BDF
540
Black Diamond Financial
Maryland
$1.44M – – –
FFWA
541
FRG Family Wealth Advisors
Washington
$1.44M – – –
CG
542
CFO4Life Group
Texas
$1.43M -$227K -3,114 -14%
VPP
543
Vertex Planning Partners
Illinois
$1.42M +$138K +1,896 +11%
SFP
544
Shepherd Financial Partners
Massachusetts
$1.42M +$3.35K +46 +0.2%
LF
545
Lantz Financial
Illinois
$1.42M +$321K +4,421 +29%
TP
546
Tranquility Partners
Tennessee
$1.42M +$37.6K +517 +3%
CMS
547
Capital Market Strategies
Florida
$1.42M -$31K -426 -2%
MCM
548
Manchester Capital Management
Vermont
$1.41M – – –
CFCI
549
Comprehensive Financial Consultants Institutional
Indiana
$1.41M -$106K -1,452 -7%
FRA
550
FFG Retirement Advisors
Colorado
$1.4M +$326K +4,485 +30%
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