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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$206M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.4M
3
Bank of America
Bank of America
North Carolina
+$63.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$52.7M
5
LPL Financial
LPL Financial
California
+$47.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$566M
2
RJA
Raymond James & Associates
Florida
-$557M
3
AC
Allstate Corporation
Illinois
-$309M
4
BlackRock
BlackRock
New York
-$215M
5
FCBT
First Citizens Bank & Trust
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
601
Tranquilli Financial Advisor
New Jersey
$1.07M +$586K +8,052 +121%
PWMG
602
Provence Wealth Management Group
California
$1.06M -$249K -3,420 -19%
MP
603
McDonald Partners
Ohio
$1.06M – – –
LIA
604
LS Investment Advisors
Michigan
$1.06M -$361K -4,957 -25%
WT
605
Whittier Trust
California
$1.05M -$46.6K -640 -4%
WF
606
Welch & Forbes
Massachusetts
$1.04M – – –
SVWAG
607
Sound View Wealth Advisors Group
Georgia
$1.04M +$61.1K +840 +6%
GSC
608
G&S Capital
Colorado
$1.04M +$3.06K +42 +0.3%
YWS
609
Yarger Wealth Strategies
Ohio
$1.04M +$33.2K +457 +3%
BL
610
BFSG LLC
California
$1.04M -$326K -4,475 -24%
VAS
611
Vestmark Advisory Solutions
Massachusetts
$1.03M +$187K +2,572 +22%
OCM
612
Orion Capital Management
California
$1.02M -$110K -1,510 -10%
ACS
613
Archford Capital Strategies
Illinois
$1.01M +$87.8K +1,198 +9%
AA
614
Advisory Alpha
Michigan
$1.01M +$333K +4,572 +49%
SXL
615
Summit X LLC
Missouri
$1.01M -$762K -10,476 -43%
CFD
616
Creative Financial Designs
Indiana
$1.01M +$182K +2,500 +22%
FMN
617
Financial Management Network
California
$1M -$98.9K -1,358 -9%
VCA
618
Verdence Capital Advisors
Maryland
$987K – – –
VWM
619
Venturi Wealth Management
Texas
$984K +$223K +3,072 +29%
AAG
620
Armstrong Advisory Group
Massachusetts
$979K -$241K -3,314 -20%
NRW
621
Nova R Wealth
Kansas
$978K +$1.6K +22 +0.2%
SWA
622
Stratos Wealth Advisors
Ohio
$976K +$169K +2,324 +21%
ARC
623
Advisor Resource Council
Texas
$971K -$133K -1,828 -12%
QPWM
624
Quadrant Private Wealth Management
Pennsylvania
$970K +$353K +4,858 +57%
SSWM
625
Sheets Smith Wealth Management
North Carolina
$969K -$71.1K -977 -7%
23 24
25
26 27