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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 %
PFA
676
Pinnacle Family Advisors
Missouri
$686K -$38.9K -538 -5%
CRWM
677
Castle Rock Wealth Management
California
$683K -$3.53K -49 -0.5%
RFP
678
RCS Financial Planning
Maryland
$681K +$45.3K +622 +7%
AP
679
Arlington Partners
Alabama
$680K +$656K +9,066 +2,764%
AT
680
Arlington Trust
Alabama
$680K +$680K +9,394 New
BWM
681
BCS Wealth Management
Tennessee
$679K -$10.3K -142 -1%
MWM
682
MBE Wealth Management
Wisconsin
$674K -$21.7K -300 -3%
PIA
683
Panoramic Investment Advisors
Colorado
$672K +$672K +9,282 New
WHCI
684
W.H. Cornerstone Investments
Massachusetts
$659K +$2.61K +36 +0.4%
JSL
685
JT Stratford LLC
Georgia
$653K -$65.6K -907 -9%
JGCM
686
Joseph Group Capital Management
Ohio
$653K -$2.39K -33 -0.4%
SGWM
687
Sterling Group Wealth Management
California
$652K – – –
PP
688
PDS Planning
Ohio
$644K -$3.47K -48 -0.5%
BI
689
Berkeley Inc
Idaho
$644K – – –
GL
690
Graypoint LLC
New York
$644K +$644K +8,892 New
ACM
691
Advisors Capital Management
New Jersey
$643K -$26K -359 -4%
4WM
692
4J Wealth Management
Virginia
$635K -$4.13K -57 -0.6%
EGA
693
E&G Advisors
Texas
$632K -$2.17K -30 -0.3%
MGIA
694
Moneta Group Investment Advisors
Missouri
$630K -$295K -4,082 -32%
SM
695
Sensible Money
Arizona
$623K – – –
CFD
696
Creative Financial Designs
Indiana
$621K -$524K -7,234 -46%
FG
697
Fiduciary Group
Georgia
$621K – – –
AWM
698
Aspire Wealth Management
Massachusetts
$613K -$83.3K -1,151 -12%
BSW
699
Buckingham Strategic Wealth
Missouri
$612K -$21.8K -301 -3%
SS
700
Sunbelt Securities
Texas
$608K -$48.3K -668 -7%
26 27
28
29 30