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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,059 hedge funds and large institutions have $20B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 410 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-28
Holders Change %
-2.58%
% of All Funds
18.31%
Holding in Top 10
146
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.8%
% of All Funds
2.52%
New
69
Increased
410
Reduced
415
Closed
83
Calls
$2.23M
Puts
$212K
Net Calls
+$2.02M
Net Calls Change
+$217K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.29B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$814M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$325M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$292M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$228M

Top Sellers

1
AC
Allstate Corporation
Illinois
-$191M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$96.8M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$94.6M
4
Goldman Sachs
Goldman Sachs
New York
-$28.2M
5
HI
Horizon Investments
North Carolina
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
751
WhitTier Trust Company
Nevada
$445K – – –
LF
752
LifeSteps Financial
California
$444K -$2.58K -39 -0.6%
HL
753
HeadInvest LLC
Maine
$444K – – –
BTWM
754
Baker Tilly Wealth Management
Wisconsin
$441K +$95.3K +1,441 +28%
AWM
755
Ameliora Wealth Management
Switzerland
$440K -$328K -5,000 -43%
RWP
756
Ridgecrest Wealth Partners
California
$440K – – –
APC
757
Aspire Private Capital
North Carolina
$439K +$16.3K +246 +4%
SAM
758
Silvercrest Asset Management
New York
$426K +$1.19K +18 +0.3%
CFG
759
Cooper Financial Group
California
$426K +$147K +2,220 +53%
RPWA
760
Regent Peak Wealth Advisors
Georgia
$420K – – –
COCM
761
Charter Oak Capital Management
New Hampshire
$419K -$40.7K -616 -9%
PPWM
762
PFG Private Wealth Management
Florida
$419K -$1.32K -20 -0.3%
WHCI
763
W.H. Cornerstone Investments
Massachusetts
$419K +$419K +6,334 New
SW
764
StrongBox Wealth
Missouri
$417K +$1.98K +30 +0.5%
PG
765
Patten Group
Tennessee
$416K +$7.56K +114 +2%
LA
766
LexAurum Advisors
Kansas
$413K +$20.2K +305 +5%
RFC
767
Regions Financial Corp
Alabama
$412K +$12.5K +189 +3%
RCM
768
Radnor Capital Management
Pennsylvania
$411K – – –
ABC
769
Associated Banc-Corp
Wisconsin
$408K – – –
CWA
770
Capital Wealth Alliance
Arizona
$407K -$33.3K -504 -8%
DAS
771
Dynamic Advisor Solutions
Arizona
$407K -$2.91K -44 -0.7%
AFO
772
Allie Family Office
Florida
$405K – – –
AFP
773
Ausdal Financial Partners
Iowa
$405K +$30K +454 +8%
RF
774
Rollins Financial
Georgia
$396K – – –
MA
775
MKT Advisors
California
$395K +$90.6K +1,370 +30%
29 30
31
32 33