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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 %
CT
751
Colonial Trust
South Carolina
$521K +$248K +3,416 +91%
WA
752
Waddell & Associates
Tennessee
$521K – – –
MA
753
MKT Advisors
California
$519K +$7.04K +96 +1%
LB
754
Leo Brokerage
Texas
$519K +$519K +7,129 New
CA
755
Claro Advisors
Massachusetts
$517K +$11.1K +153 +2%
RCM
756
Requisite Capital Management
Texas
$516K – – –
CSPIA
757
Cary Street Partners Investment Advisory
Virginia
$511K – – –
JWCA
758
J.W. Coons Advisors
Ohio
$508K +$1.02K +14 +0.2%
GIA
759
Goodwin Investment Advisory
Georgia
$501K -$2.91K -40 -0.6%
OC
760
Oppenheimer & Co
New York
$499K +$36.5K +502 +8%
LFG
761
Larson Financial Group
Missouri
$498K +$124K +1,711 +33%
ICP
762
Interchange Capital Partners
Pennsylvania
$495K +$169K +2,322 +52%
SFPG
763
Stonebridge Financial Planning Group
Florida
$493K – – –
WTC
764
WhitTier Trust Company
Nevada
$489K – – –
MPCG
765
Matrix Private Capital Group
New York
$489K -$3.13K -43 -0.6%
AWMNH
766
Arcadia Wealth Management (New Hampshire)
New Hampshire
$488K +$70K +963 +17%
EIA
767
Eldridge Investment Advisors
New Hampshire
$488K – – –
SS
768
Sunbelt Securities
Texas
$487K -$7.77K -108 -2%
SRWM
769
Shira Ridge Wealth Management
California
$486K +$13.2K +182 +3%
RFP
770
RCS Financial Planning
Maryland
$485K +$60.2K +827 +14%
RWP
771
Ridgecrest Wealth Partners
California
$484K – – –
WSTAM
772
Wilbanks Smith & Thomas Asset Management
Virginia
$482K -$6.05M -83,150 -93%
CFO
773
Collective Family Office
Pennsylvania
$481K +$481K +6,611 New
MWM
774
Meridian Wealth Management
Kentucky
$474K -$10.7K -147 -2%
SAM
775
Silvercrest Asset Management
New York
$472K +$1.24K +17 +0.3%
29 30
31
32 33