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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 %
SIA
626
Soltis Investment Advisors
Utah
$968K -$74.8K -1,028 -7%
WWP
627
WR Wealth Planners
Missouri
$964K +$208K +2,860 +28%
WEG
628
World Equity Group
Illinois
$958K +$449K +9,261 +88%
IFWM
629
Institute for Wealth Management
Colorado
$947K -$2.96M -40,650 -76%
T
630
TRUADVICE
Florida
$942K +$44.6K +604 +5%
FCH
631
Freestone Capital Holdings
Washington
$939K -$171K -2,355 -15%
DWP
632
Destiny Wealth Partners
Florida
$923K +$70.6K +970 +8%
SC
633
Scotia Capital
Ontario, Canada
$918K +$8.73K +120 +1%
MC
634
Moors & Cabot
Massachusetts
$913K -$34.3K -472 -4%
CC
635
Courier Capital
New York
$911K -$8K -110 -0.9%
CWM
636
Concentrum Wealth Management
California
$909K – – –
TCM
637
True Capital Management
California
$903K -$43.1K -592 -5%
GA
638
Goldstein Advisors
Wisconsin
$901K – – –
CWA
639
Clearview Wealth Advisors
Oregon
$880K -$534K -7,338 -38%
AWM
640
Avaii Wealth Management
Wisconsin
$874K +$10.9K +150 +1%
AFG
641
Atomi Financial Group
New York
$874K +$874K +12,016 New
FSA
642
Financial Sense Advisors
California
$860K -$108K -1,486 -11%
GHA
643
GW Henssler & Associates
Georgia
$858K -$5.6K -77 -0.6%
WP
644
WealthPLAN Partners
Nebraska
$858K -$83.4K -1,147 -9%
CA
645
Calton & Associates
Florida
$856K -$426K -5,853 -33%
SF
646
Summit Financial
New Jersey
$849K +$142K +1,959 +20%
IF
647
Integrity Financial
Wyoming
$841K -$670K -9,209 -44%
SPWM
648
Schrum Private Wealth Management
Florida
$839K +$41K +563 +5%
WMA
649
Wealth Management Associates
New Jersey
$832K -$25.5K -350 -3%
CFA
650
Cahill Financial Advisors
Minnesota
$828K -$4.58K -63 -0.6%
24 25
26
27 28