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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 %
SAM
551
Strategy Asset Managers
California
$1.29M +$43.8K +605 +4%
NS
552
NBC Securities
Alabama
$1.29M +$1.29M +17,820 New
RB
553
Renasant Bank
Mississippi
$1.29M -$386K -5,337 -23%
PAMG
554
Patton Albertson Miller Group
Tennessee
$1.28M -$64.8K -895 -5%
LF
555
Lantz Financial
Illinois
$1.28M -$182K -2,510 -12%
VCA
556
Verdence Capital Advisors
Maryland
$1.28M +$292K +4,038 +30%
CM
557
Columbus Macro
Pennsylvania
$1.27M +$688K +9,488 +118%
FGAM
558
Financial Gravity Asset Management
Texas
$1.27M +$1.15M +295,140 +969%
CG
559
CFO4Life Group
Texas
$1.26M -$96K -1,326 -7%
EP
560
Edgestream Partners
New Jersey
$1.26M +$1.26M +17,459 New
Brown Advisory
561
Brown Advisory
Maryland
$1.25M -$31.5K -435 -2%
VPP
562
Vertex Planning Partners
Illinois
$1.25M -$211K -2,922 -14%
CG
563
Caprock Group
Idaho
$1.25M -$78.3K -1,076 -6%
CTWM
564
Cherry Tree Wealth Management
Minnesota
$1.24M -$65.6K -906 -5%
GT
565
Greenleaf Trust
Michigan
$1.24M +$26.7K +369 +2%
STA
566
Summit Trail Advisors
New York
$1.24M – – –
AA
567
Advisory Alpha
Michigan
$1.21M -$278K -3,842 -19%
IAN
568
Integrated Advisors Network
Texas
$1.21M -$8.98K -124 -0.7%
MWM
569
Mattern Wealth Management
Kansas
$1.2M +$1.38K +19 +0.1%
RI
570
Ridgewood Investments
New Jersey
$1.2M – – –
CWM
571
CCG Wealth Management
California
$1.2M -$24K -331 -2%
KIA
572
KLR Investment Advisors
Rhode Island
$1.19M -$2.76K -38 -0.2%
SFG
573
StrategIQ Financial Group
Indiana
$1.19M -$18.9K -261 -2%
MWM
574
Maripau Wealth Management
Indiana
$1.19M -$296K -4,084 -20%
TP
575
Tranquility Partners
Tennessee
$1.18M -$268K -3,704 -18%
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