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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,143 hedge funds and large institutions have $22B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 420 increasing their positions, 477 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+20
Holders Change %
+1.78%
% of All Funds
18.03%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
2.02%
New
101
Increased
420
Reduced
477
Closed
73
Calls
$1.55M
Puts
$617K
Net Calls
+$936K
Net Calls Change
-$1.46M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$362M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$129M
3
Cerity Partners
Cerity Partners
New York
+$110M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$89.8M
5
Morgan Stanley
Morgan Stanley
New York
+$84.1M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$571M
2
SWG
Summit Wealth Group
Vermont
-$177M
3
SG Americas Securities
SG Americas Securities
New York
-$125M
4
BCM
Brookstone Capital Management
Illinois
-$38.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
726
FineMark National Bank & Trust
Florida
$598K +$289K +3,883 +93%
AIA
727
AIMZ Investment Advisors
California
$596K – – –
MCWS
728
McKinley Carter Wealth Services
West Virginia
$594K -$77.2K -1,038 -12%
DWT
729
Dorsey & Whitney Trust
South Dakota
$592K – – –
PG
730
Prostatis Group
Maryland
$588K +$588K +130,153 New
AWMNH
731
Arcadia Wealth Management (New Hampshire)
New Hampshire
$587K +$88.5K +1,191 +18%
CCWM
732
Cassaday & Co Wealth Management
Virginia
$585K -$4.16K -56 -0.7%
MAM
733
Milestone Asset Management
Pennsylvania
$579K +$669 +9 +0.1%
BBHC
734
Brown Brothers Harriman & Co
New York
$577K -$41.6K -560 -7%
Qube Research & Technologies (QRT)
735
Qube Research & Technologies (QRT)
United Kingdom
$575K +$261K +3,067 +83%
GBWM
736
Granite Bay Wealth Management
New Hampshire
$575K -$22K -296 -4%
Neuberger Berman Group
737
Neuberger Berman Group
New York
$575K -$3.57K -48 -0.6%
WIM
738
Westside Investment Management
California
$573K +$297 +4 +0.1%
CA
739
Claro Advisors
Massachusetts
$572K +$44.2K +595 +8%
LFGH
740
Lee Financial Group Hawaii
Hawaii
$571K -$22.8K -307 -4%
VFIC
741
Valley Forge Investment Consultants
Pennsylvania
$570K -$7.43K -100 -1%
IIM
742
InTrack Investment Management
Vermont
$569K +$569K +7,653 New
MWM
743
Meridian Wealth Management
Kentucky
$568K +$83.5K +1,124 +17%
TIA
744
Traphagen Investment Advisors
New Jersey
$559K -$75.2K -1,012 -12%
DCM
745
Donaldson Capital Management
Indiana
$558K +$558K +7,513 New
KP
746
Keel Point
Alabama
$555K -$16.7K -225 -3%
VCP
747
Vista Capital Partners
Oregon
$548K +$1.64K +22 +0.3%
EL
748
EMFO LLC
Florida
$547K – – –
LA
749
LexAurum Advisors
Kansas
$543K +$74 +1 +0%
BHPW
750
Beverly Hills Private Wealth
California
$540K +$275K +3,695 +103%
28 29
30
31 32