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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,143 hedge funds and large institutions have $22B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 420 increasing their positions, 477 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+20
Holders Change %
+1.78%
% of All Funds
18.03%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
2.02%
New
101
Increased
420
Reduced
477
Closed
73
Calls
$1.55M
Puts
$617K
Net Calls
+$936K
Net Calls Change
-$1.46M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$362M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$129M
3
Cerity Partners
Cerity Partners
New York
+$110M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$89.8M
5
Morgan Stanley
Morgan Stanley
New York
+$84.1M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$571M
2
SWG
Summit Wealth Group
Vermont
-$177M
3
SG Americas Securities
SG Americas Securities
New York
-$125M
4
BCM
Brookstone Capital Management
Illinois
-$38.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
576
StrategIQ Financial Group
Indiana
$1.24M -$18.1K -243 -1%
HPM
577
Hoxton Planning & Management
West Virginia
$1.24M -$387K -5,200 -24%
RI
578
Ridgewood Investments
New Jersey
$1.23M +$520 +7 +0%
MWM
579
Mattern Wealth Management
Kansas
$1.23M -$531K -7,150 -30%
BCA
580
Bay Colony Advisors
Massachusetts
$1.23M -$18.3K -246 -1%
WA
581
WBH Advisory
Maryland
$1.22M -$173K -2,325 -12%
WS
582
Wedbush Securities
California
$1.22M -$55.4K -746 -4%
KIA
583
KLR Investment Advisors
Rhode Island
$1.22M +$223 +3 +0%
CFAM
584
Center For Asset Management
Florida
$1.22M -$49.2K -662 -4%
SM
585
Sweeney & Michel
California
$1.21M +$33.1K +443 +3%
SEP
586
Southland Equity Partners
Missouri
$1.21M -$24.6K -331 -2%
CWM
587
Centric Wealth Management
Illinois
$1.2M -$26.6K -361 -2%
FBFS
588
First Business Financial Services
Wisconsin
$1.2M – – –
CF
589
Centaurus Financial
California
$1.19M -$298K -4,014 -20%
CFD
590
Creative Financial Designs
Indiana
$1.18M +$147K +1,980 +14%
JCM
591
Jacobi Capital Management
Pennsylvania
$1.15M -$7.14K -96 -0.6%
IP
592
Intellectus Partners
California
$1.14M +$47.3K +636 +4%
AT
593
American Trust
Kentucky
$1.14M +$1.19K +16 +0.1%
PD
594
Planning Directions
Pennsylvania
$1.14M -$634K -8,531 -36%
CIBC Private Wealth Group
595
CIBC Private Wealth Group
Georgia
$1.13M +$297 +4 +0%
ARC
596
Advisor Resource Council
Texas
$1.12M +$131K +1,767 +13%
VWA
597
V Wealth Advisors
Kansas
$1.12M +$892 +12 +0.1%
WAL
598
W Advisors LLC
Tennessee
$1.12M +$7.21K +97 +0.6%
ACS
599
Archford Capital Strategies
Illinois
$1.12M +$68.3K +899 +7%
WAP
600
Wealthcare Advisory Partners
Pennsylvania
$1.11M -$478K -6,432 -30%
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