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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 %
CG
576
Clifford Group
Massachusetts
$1.3M +$1.3M +18,059 New
PWMG
577
Provence Wealth Management Group
California
$1.3M -$79.5K -1,103 -6%
CCM
578
Crabel Capital Management
California
$1.29M +$1.29M +17,868 New
TRCT
579
Tower Research Capital (TRC)
New York
$1.29M -$826K -11,456 -39%
MWM
580
Maripau Wealth Management
Indiana
$1.28M +$296K +4,132 +30%
VPP
581
Vertex Planning Partners
Illinois
$1.27M +$1.27M +17,654 New
CA
582
Calton & Associates
Florida
$1.27M +$459K +6,363 +57%
FWP
583
Firethorn Wealth Partners
Georgia
$1.27M +$46.9K +650 +4%
ISB
584
Iowa State Bank
Iowa
$1.27M -$3.61K -50 -0.3%
FFA
585
Farther Finance Advisors
California
$1.26M +$1.26M +17,468 New
DT
586
Diversified Trust
Tennessee
$1.23M +$828K +11,482 +205%
IAN
587
Integrated Advisors Network
Texas
$1.23M -$44.4K -616 -3%
KWM
588
Kingsview Wealth Management
Oregon
$1.22M -$1.02M -14,087 -45%
HSA
589
HBK Sorce Advisory
Pennsylvania
$1.22M +$590K +8,177 +93%
CAM
590
Concorde Asset Management
Michigan
$1.22M -$299K -4,150 -20%
AAG
591
Armstrong Advisory Group
Massachusetts
$1.21M +$1.21M +16,774 New
SEP
592
Southland Equity Partners
Missouri
$1.2M -$84.5K -1,172 -7%
RI
593
Ridgewood Investments
New Jersey
$1.2M -$26.1K -362 -2%
CWM
594
Centric Wealth Management
Illinois
$1.2M +$7.72K +107 +0.6%
BCA
595
Bay Colony Advisors
Massachusetts
$1.19M -$1.3K -18 -0.1%
GT
596
Greenleaf Trust
Michigan
$1.18M +$1.18M +16,364 New
OCBCO
597
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.18M +$1.18M +16,300 New
RA
598
Riversedge Advisors
Delaware
$1.16M -$408K -5,664 -26%
FBFS
599
First Business Financial Services
Wisconsin
$1.16M – – –
SAM
600
Strategy Asset Managers
California
$1.16M +$111K +1,542 +11%
22 23
24
25 26