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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 %
SVWAG
626
Sound View Wealth Advisors Group
Georgia
$1.05M -$57.4K -735 -5%
Millennium Management
627
Millennium Management
New York
$1.05M +$1.05M +14,552 New
MP
628
McDonald Partners
Ohio
$1.05M – – –
WS
629
Wedbush Securities
California
$1.05M +$175K +2,429 +20%
CF
630
Centaurus Financial
California
$1.04M -$1.21M -16,797 -54%
WF
631
Welch & Forbes
Massachusetts
$1.03M – – –
SIA
632
Soltis Investment Advisors
Utah
$1.03M +$87K +1,206 +9%
SSWM
633
Sheets Smith Wealth Management
North Carolina
$1.03M -$1.01K -14 -0.1%
DACG
634
Donor Advised Charitable Giving
California
$1.03M +$1.03M +14,243 New
BCP
635
Blackhawk Capital Partners
Wisconsin
$1.03M +$43.9K +609 +4%
GSC
636
G&S Capital
Colorado
$1.03M -$288 -4 -0%
CPFP
637
Clear Perspectives Financial Planning
Ohio
$1.02M -$155K -2,155 -13%
JGCM
638
Joseph Group Capital Management
Ohio
$1.01M -$120K -1,667 -11%
YWS
639
Yarger Wealth Strategies
Ohio
$995K +$4.33K +60 +0.4%
BWM
640
Baystate Wealth Management
Massachusetts
$983K +$213K +2,961 +28%
CCFM
641
Clear Creek Financial Management
Washington
$979K +$43.9K +609 +5%
VCA
642
Verdence Capital Advisors
Maryland
$978K – – –
SPAS
643
Spectrum Planning & Advisory Services
California
$971K -$214K -2,970 -18%
NRW
644
Nova R Wealth
Kansas
$968K -$36.3K -504 -4%
WMS
645
Wealth Management Solutions
Pennsylvania
$965K -$82.8K -1,148 -8%
FSA
646
Financial Sense Advisors
California
$959K +$360 +5 +0%
BWM
647
BCS Wealth Management
Tennessee
$952K -$8.87K -123 -0.9%
SFG
648
StrategIQ Financial Group
Indiana
$950K -$61.9K -859 -6%
WIM
649
WealthPlan Investment Management
Nebraska
$948K +$80.3K +1,095 +9%
WP
650
WealthPLAN Partners
Nebraska
$941K +$941K +12,937 New
24 25
26
27 28