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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 %
CFAM
601
Center For Asset Management
Florida
$1.15M -$57.1K -792 -5%
VWA
602
V Wealth Advisors
Kansas
$1.13M -$2.06M -28,600 -65%
WAS
603
Wealth Advisory Solutions
Indiana
$1.13M – – –
JCM
604
Jacobi Capital Management
Pennsylvania
$1.13M +$14.1K +195 +1%
FCFC
605
First Citizens Financial Corp
Iowa
$1.13M +$249K +3,459 +28%
HNB
606
Huntington National Bank
Ohio
$1.12M -$963K – –
OCM
607
Orion Capital Management
California
$1.12M +$33.2K +460 +3%
EWM
608
Endowment Wealth Management
Wisconsin
$1.11M +$80.2K +1,112 +8%
FCH
609
Freestone Capital Holdings
Washington
$1.1M -$245K -3,403 -18%
CC
610
Callan Capital
California
$1.1M +$1.1M +15,260 New
FMN
611
Financial Management Network
California
$1.1M -$254K -3,504 -19%
ARC
612
Advisor Resource Council
Texas
$1.09M +$937 +13 +0.1%
LF
613
Lantz Financial
Illinois
$1.09M +$42.4K +588 +4%
SIA
614
Strategic Investment Advisors
Michigan
$1.09M +$11.8K +163 +1%
Legacy Financial Group (Iowa)
615
Legacy Financial Group (Iowa)
Iowa
$1.09M +$1.09M +15,080 New
WT
616
Whittier Trust
California
$1.09M – – –
WI
617
WrapManager Inc
California
$1.08M -$22.3K -310 -2%
IP
618
Intellectus Partners
California
$1.08M +$3.1K +43 +0.3%
AWM
619
Aspire Wealth Management
Massachusetts
$1.08M -$105K -1,463 -9%
AWE
620
Avidian Wealth Enterprises
Texas
$1.08M -$2.6K -36 -0.2%
KDA
621
Kraft Davis & Associates
Missouri
$1.07M +$1.07M +14,819 New
RWA
622
Ropes Wealth Advisors
Massachusetts
$1.07M – – –
FRA
623
FFG Retirement Advisors
Colorado
$1.06M +$1.06M +14,734 New
SGWM
624
Sterling Group Wealth Management
California
$1.05M +$1.05M +14,602 New
MOS
625
MGO One Seven
Ohio
$1.05M +$1.05M +14,579 New
23 24
25
26 27