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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 %
JGCM
576
Joseph Group Capital Management
Ohio
$1.04M -$38.7K -585 -4%
JCM
577
Jacobi Capital Management
Pennsylvania
$1.02M -$141K -2,138 -12%
WI
578
WrapManager Inc
California
$1.02M -$9.06K -137 -0.9%
ARC
579
Advisor Resource Council
Texas
$1M -$632K -9,570 -39%
WT
580
Whittier Trust
California
$995K +$42.3K +640 +4%
OCM
581
Orion Capital Management
California
$992K -$238K -3,600 -19%
AWE
582
Avidian Wealth Enterprises
Texas
$991K +$301K +4,550 +44%
IP
583
Intellectus Partners
California
$989K +$2.91K +44 +0.3%
SIA
584
Strategic Investment Advisors
Michigan
$988K -$182K -2,755 -16%
RWA
585
Ropes Wealth Advisors
Massachusetts
$981K +$48.1K +728 +5%
MWM
586
Maripau Wealth Management
Indiana
$976K +$177K +2,486 +22%
HNB
587
Huntington National Bank
Ohio
$963K -$778K – –
LF
588
Lantz Financial
Illinois
$963K +$172K +2,598 +22%
WMS
589
Wealth Management Solutions
Pennsylvania
$960K -$96.9K -1,467 -9%
MP
590
McDonald Partners
Ohio
$960K -$35.2K -532 -4%
SAM
591
Strategy Asset Managers
California
$959K +$166K +2,511 +21%
CPA
592
Cardiff Park Advisors
California
$952K +$219K +3,322 +30%
PIA
593
Pinion Investment Advisors
Kansas
$949K +$949K +14,352 New
WF
594
Welch & Forbes
Massachusetts
$948K – – –
SSWM
595
Sheets Smith Wealth Management
North Carolina
$946K +$22K +333 +2%
EWM
596
Endowment Wealth Management
Wisconsin
$946K +$46K +696 +5%
OWM
597
OneAscent Wealth Management
Alabama
$945K -$189K -2,853 -17%
FA
598
Forefront Analytics
Pennsylvania
$941K -$4.17K -63 -0.4%
GSC
599
G&S Capital
Colorado
$941K +$941K +14,234 New
SOS
600
Silver Oak Securities
Tennessee
$939K +$505K +6,973 +116%
22 23
24
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