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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 %
BBHC
726
Brown Brothers Harriman & Co
New York
$605K +$359K +4,929 +145%
WHCI
727
W.H. Cornerstone Investments
Massachusetts
$605K +$134K +1,835 +28%
TF
728
TimeScale Financial
Massachusetts
$604K +$604K +8,306 New
CAM
729
Cidel Asset Management
Ontario, Canada
$599K – – –
BSW
730
Buckingham Strategic Wealth
Missouri
$597K – – –
LC
731
LCNB Corp
Ohio
$594K -$162K -2,233 -21%
GBWM
732
Granite Bay Wealth Management
New Hampshire
$584K +$12.3K +169 +2%
AIA
733
AIMZ Investment Advisors
California
$584K – – –
LFGH
734
Lee Financial Group Hawaii
Hawaii
$581K -$160K -2,202 -22%
DWT
735
Dorsey & Whitney Trust
South Dakota
$579K +$54.4K +748 +10%
CCWM
736
Cassaday & Co Wealth Management
Virginia
$576K -$6.26K -86 -1%
CM
737
Columbus Macro
Pennsylvania
$573K -$1.93M -26,318 -77%
Neuberger Berman Group
738
Neuberger Berman Group
New York
$566K -$2.04K -28 -0.4%
MAM
739
Milestone Asset Management
Pennsylvania
$566K -$66.9K -920 -11%
VFIC
740
Valley Forge Investment Consultants
Pennsylvania
$565K -$509 -7 -0.1%
WIM
741
Westside Investment Management
California
$561K +$364 +5 +0.1%
KP
742
Keel Point
Alabama
$559K -$218K -2,992 -28%
EL
743
EMFO LLC
Florida
$536K – – –
IAS
744
Insigneo Advisory Services
Florida
$535K -$10.1K -139 -2%
VCP
745
Vista Capital Partners
Oregon
$535K +$535K +7,355 New
AWM
746
Atticus Wealth Management
Florida
$532K -$227K -3,126 -30%
RFN
747
Redwood Financial Network
Ohio
$531K -$62.8K -863 -11%
LA
748
LexAurum Advisors
Kansas
$531K +$63.1K +868 +13%
HSA
749
HBK Sorce Advisory
Pennsylvania
$530K -$702K -9,657 -57%
MFG
750
Magnus Financial Group
New York
$523K -$21.9M -301,128 -98%
28 29
30
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