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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 %
LFA
51
Legacy Financial Advisors
Kentucky
$46.1M -$897K -12,336 -2%
CAN
52
Cetera Advisor Networks
California
$41.6M +$4.7M +64,667 +13%
M&T Bank
53
M&T Bank
New York
$40.6M -$2.61M -35,880 -6%
Truist Financial
54
Truist Financial
North Carolina
$39.9M +$2.97M +40,835 +8%
Two Sigma Investments
55
Two Sigma Investments
New York
$39.6M +$58.2K +800 +0.1%
FFA
56
Fragasso Financial Advisors
Pennsylvania
$39M +$159K +2,192 +0.4%
KeyBank National Association
57
KeyBank National Association
Ohio
$38.7M -$1.83M -25,195 -5%
HF
58
Halpern Financial
Virginia
$37.8M -$5.51M -75,708 -13%
DLIC
59
Daido Life Insurance Company
Japan
$37.3M – – –
IDA
60
Intelligence Driven Advisers
California
$37.3M +$574K +7,829 +2%
NA
61
NewEdge Advisors
Louisiana
$37M +$6.68M +91,859 +22%
GWM
62
Geneos Wealth Management
Colorado
$36.3M +$258K +3,542 +0.7%
AWAG
63
ARS Wealth Advisors Group
Florida
$36.2M +$78.7K +1,082 +0.2%
PA
64
Parallel Advisors
California
$33.5M +$1.1M +15,180 +3%
CAG
65
Crestwood Advisors Group
Massachusetts
$33.3M +$612K +8,412 +2%
KA
66
Klingman & Associates
New York
$32.9M -$536K -7,369 -2%
AWS
67
Atria Wealth Solutions
New York
$32.5M +$1.74M +23,970 +6%
AllianceBernstein
68
AllianceBernstein
Tennessee
$32M +$469K +6,449 +1%
EWM
69
Executive Wealth Management
Michigan
$31.4M -$3M -41,245 -9%
Two Sigma Advisers
70
Two Sigma Advisers
New York
$31.1M +$28.4M +390,600 +1,059%
SAG
71
SageView Advisory Group
California
$30.6M -$12M -164,583 -28%
GC
72
GFG Capital
Florida
$30M -$349K -2,472 -1%
GT
73
Glenmede Trust
Pennsylvania
$29.7M +$1.13M +15,592 +4%
HighTower Advisors
74
HighTower Advisors
Illinois
$29.6M -$453K -6,219 -2%
WP
75
WealthSource Partners
California
$29.3M +$11.1M +152,769 +61%
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