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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 %
BWM
526
Baystate Wealth Management
Massachusetts
$1.44M -$323K -4,457 -18%
DB
527
Dravo Bay
Delaware
$1.42M +$38.4K +531 +3%
BDF
528
Black Diamond Financial
Maryland
$1.41M -$10.5K -145 -0.7%
MCM
529
Manchester Capital Management
Vermont
$1.4M – – –
Vanguard Group
530
Vanguard Group
Pennsylvania
$1.4M – – –
KWS
531
Keystone Wealth Services
California
$1.4M -$952K -13,158 -40%
SFP
532
Shepherd Financial Partners
Massachusetts
$1.4M -$14.5K -200 -1%
SPAS
533
Spectrum Planning & Advisory Services
California
$1.4M -$361K -4,991 -21%
BWM
534
BCGM Wealth Management
Indiana
$1.39M -$50.3K -695 -3%
EP
535
Eudaimonia Partners
Tennessee
$1.39M -$1.88K -26 -0.1%
SM
536
Sweeney & Michel
California
$1.39M +$192K +2,593 +16%
EWM
537
Endowment Wealth Management
Wisconsin
$1.39M +$138K +1,913 +11%
BFG
538
Berger Financial Group
Minnesota
$1.37M -$823K -11,371 -38%
TFGT
539
TS Financial Group (TSFG)
Illinois
$1.37M -$150K -2,067 -10%
AWE
540
Avidian Wealth Enterprises
Texas
$1.36M -$254K -3,506 -16%
KV
541
Kickstand Ventures
New York
$1.36M +$1.36M +18,764 New
CF
542
Centaurus Financial
California
$1.35M +$191K +2,640 +17%
HNB
543
Huntington National Bank
Ohio
$1.35M -$1.5M – –
CFCI
544
Comprehensive Financial Consultants Institutional
Indiana
$1.34M +$579 +8 +0%
RBFC
545
Roman Butler Fullerton & Co
Missouri
$1.33M -$2.63K -36 -0.2%
CMS
546
Capital Market Strategies
Florida
$1.33M -$55.3K -774 -4%
GFG
547
Goldstone Financial Group
Illinois
$1.32M -$328K -4,527 -20%
PWMG
548
Provence Wealth Management Group
California
$1.32M -$130K -1,796 -9%
PIA
549
Perennial Investment Advisors
California
$1.32M -$56.5K -780 -4%
CIBC World Market
550
CIBC World Market
Ontario, Canada
$1.3M -$23.2K -320 -2%
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