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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 %
SS
601
Simplicity Solutions
Minnesota
$1M -$629K -8,694 -39%
IC
602
Inscription Capital
Texas
$997K – – –
AAG
603
Armstrong Advisory Group
Massachusetts
$992K +$16.7K +231 +2%
YWS
604
Yarger Wealth Strategies
Ohio
$991K -$27.7K -383 -3%
PMG
605
ProVise Management Group
Florida
$984K -$12.2K -169 -1%
CG
606
Clifford Group
Massachusetts
$975K +$35K +484 +4%
NRW
607
Nova R Wealth
Kansas
$975K – – –
SIA
608
Soltis Investment Advisors
Utah
$973K +$21K +290 +2%
SXL
609
Summit X LLC
Missouri
$956K -$24.4K -337 -2%
SMA
610
Sage Mountain Advisors
Georgia
$955K +$682K +9,427 +251%
TSS
611
Two Sigma Securities
New York
$953K +$953K +13,160 New
WAL
612
W Advisors LLC
Tennessee
$951K -$140K -1,939 -13%
SOS
613
Silver Oak Securities
Tennessee
$939K +$672K +9,289 +252%
AWM
614
Alterna Wealth Management
Texas
$915K -$902K -12,463 -50%
PCA
615
Peddock Capital Advisors
Massachusetts
$910K +$7.31K +101 +0.8%
HPM
616
Hoxton Planning & Management
West Virginia
$907K -$297K -4,106 -25%
BWIA
617
Bryant Woods Investment Advisors
New York
$906K -$424K -5,860 -32%
CWM
618
Concentrum Wealth Management
California
$905K – – –
GA
619
Goldstein Advisors
Wisconsin
$897K – – –
CA
620
Continuum Advisory
Idaho
$892K +$204K +2,824 +30%
TPWA
621
TRUE Private Wealth Advisors
Oregon
$886K -$11.7K -162 -1%
IFWM
622
Institute for Wealth Management
Colorado
$884K +$29.2K +403 +3%
WMA
623
Wealth Management Associates
New Jersey
$882K +$47K +650 +6%
AWM
624
Avaii Wealth Management
Wisconsin
$880K +$4.92K +68 +0.6%
Wolverine Trading
625
Wolverine Trading
Illinois
$871K +$622K +8,592 +249%
23 24
25
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