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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 %
SC
701
Scotia Capital
Ontario, Canada
$602K -$278K -3,843 -32%
SF
702
Summit Financial
New Jersey
$601K -$81.1K -1,114 -12%
RW
703
Regimen Wealth
Georgia
$599K -$127K -1,760 -18%
FA
704
Fountainhead AM
New Jersey
$593K -$3.62K -50 -0.6%
CPRC
705
Consolidated Portfolio Review Corp
New York
$592K +$592K +8,178 New
SW
706
SVB Wealth
Massachusetts
$589K +$135K +1,868 +30%
BBHC
707
Brown Brothers Harriman & Co
New York
$585K +$23.4K +323 +4%
CWA
708
Clearview Wealth Advisors
Oregon
$583K -$209K -2,885 -26%
Bessemer Group
709
Bessemer Group
New Jersey
$582K -$11.1K -153 -2%
APC
710
Aspire Private Capital
North Carolina
$581K -$63.1K -872 -10%
AIA
711
AIMZ Investment Advisors
California
$581K – – –
PFGIA
712
Patriot Financial Group Insurance Agency
Massachusetts
$580K -$127K -1,756 -18%
CAM
713
Cidel Asset Management
Ontario, Canada
$580K -$16.3K -225 -3%
FTS
714
Fifth Third Securities
Ohio
$578K -$55.2K -759 -9%
PCA
715
Prosperity Capital Advisors
Ohio
$578K +$73.5K +1,016 +15%
EFG
716
Everhart Financial Group
Ohio
$577K -$36.6K -506 -6%
DWT
717
Dorsey & Whitney Trust
South Dakota
$576K – – –
PAWA
718
Palo Alto Wealth Advisors
California
$573K -$78.6K -1,080 -12%
GS
719
GTS Securities
New York
$570K -$220K -3,038 -28%
CCWM
720
Cassaday & Co Wealth Management
Virginia
$569K – – –
Neuberger Berman Group
721
Neuberger Berman Group
New York
$564K +$4.27K +59 +0.8%
WIM
722
Westside Investment Management
California
$558K – – –
VFIC
723
Valley Forge Investment Consultants
Pennsylvania
$558K +$3.04K +42 +0.5%
LFGH
724
Lee Financial Group Hawaii
Hawaii
$556K +$72 +1 +0%
AWMNH
725
Arcadia Wealth Management (New Hampshire)
New Hampshire
$556K -$15.7K -217 -3%
27 28
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