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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 %
AWA
576
Arkadios Wealth Advisors
Georgia
$1.18M -$515K -7,116 -30%
SIA
577
Strategic Investment Advisors
Michigan
$1.17M +$1.17M +16,200 New
SEP
578
Southland Equity Partners
Missouri
$1.17M -$11.9K -164 -1%
FBFS
579
First Business Financial Services
Wisconsin
$1.16M – – –
CWM
580
Centric Wealth Management
Illinois
$1.15M -$25K -345 -2%
CFAM
581
Center For Asset Management
Florida
$1.15M -$32.5K -449 -3%
BFEC
582
Benjamin F. Edwards & Company
Missouri
$1.15M -$223K -3,081 -16%
FRA
583
FFG Retirement Advisors
Colorado
$1.15M -$237K -3,269 -17%
WS
584
Wedbush Securities
California
$1.15M -$40.6K -561 -3%
PCIA
585
Prime Capital Investment Advisors
Kansas
$1.14M -$72.6K -1,003 -6%
JCM
586
Jacobi Capital Management
Pennsylvania
$1.11M -$15.3K -211 -1%
WA
587
WBH Advisory
Maryland
$1.1M -$88.2K -1,219 -7%
WT
588
Whittier Trust
California
$1.1M +$56.1K +775 +5%
ACS
589
Archford Capital Strategies
Illinois
$1.1M +$30.8K +425 +3%
ARC
590
Advisor Resource Council
Texas
$1.09M -$2.24K -31 -0.2%
WAP
591
Wealthcare Advisory Partners
Pennsylvania
$1.09M +$3.04K +42 +0.3%
KA
592
Kovack Advisors
Florida
$1.08M -$239K -3,303 -18%
CPA
593
Cardiff Park Advisors
California
$1.08M -$249K -3,434 -19%
IP
594
Intellectus Partners
California
$1.06M -$54.9K -754 -5%
MP
595
McDonald Partners
Ohio
$1.05M – – –
WF
596
Welch & Forbes
Massachusetts
$1.04M -$10.9K -150 -1%
QPWM
597
Quadrant Private Wealth Management
Pennsylvania
$1.02M -$256K -3,522 -20%
SVWAG
598
Sound View Wealth Advisors Group
Georgia
$1.02M +$81.7K +1,129 +9%
Two Sigma Investments
599
Two Sigma Investments
New York
$1.01M -$7.72M -106,600 -88%
CIA
600
Choate Investment Advisors
Massachusetts
$1.01M +$719K +9,938 +251%
22 23
24
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