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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,140 hedge funds and large institutions have $22.1B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 585 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.18%
Holding in Top 10
117
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.59%
% of All Funds
1.87%
New
81
Increased
302
Reduced
585
Closed
69
Calls
$1.46M
Puts
$767K
Net Calls
+$697K
Net Calls Change
-$239K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$656M
2
MRC
Millburn Ridgefield Corp
New York
+$259M
3
CCA
Catalyst Capital Advisors
New York
+$259M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$159M
5
Osaic Holdings
Osaic Holdings
Arizona
+$146M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$323M
2
Morgan Stanley
Morgan Stanley
New York
-$146M
3
FCBT
First Citizens Bank & Trust
North Carolina
-$111M
4
Bank of America
Bank of America
North Carolina
-$88.9M
5
HFRG
Houlihan Financial Resource Group
Virginia
-$72.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
D
751
Dentgroup
Louisiana
$495K -$27.3K -377 -5%
EIA
752
Eldridge Investment Advisors
New Hampshire
$485K – – –
BJL
753
Brighton Jones LLC
Washington
$479K +$98.6K +1,362 +26%
CFO
754
Collective Family Office
Pennsylvania
$479K – – –
JWCA
755
J.W. Coons Advisors
Ohio
$477K -$29K -400 -6%
WTC
756
WhitTier Trust Company
Nevada
$476K – – –
LA
757
LexAurum Advisors
Kansas
$473K -$55.7K -770 -11%
SAM
758
Silvercrest Asset Management
New York
$471K – – –
RWP
759
Ridgecrest Wealth Partners
California
$469K – – –
SFPG
760
Stonebridge Financial Planning Group
Florida
$468K -$12.3K -170 -3%
LC
761
LCNB Corp
Ohio
$465K -$126K -1,740 -21%
NHT
762
New Hampshire Trust
New Hampshire
$465K – – –
FA
763
Fiduciary Alliance
South Carolina
$464K +$96K +1,327 +26%
OC
764
Oppenheimer & Co
New York
$461K +$1.16K +16 +0.3%
WB
765
Webster Bank
Connecticut
$460K +$19.5K +270 +4%
Koshinski Asset Management
766
Koshinski Asset Management
Illinois
$456K +$175K +2,414 +62%
PG
767
Patten Group
Tennessee
$452K -$9.19K -127 -2%
WEG
768
World Equity Group
Illinois
$451K +$69.8K +965 +18%
MCA
769
MSH Capital Advisors
Arizona
$450K -$32.9K -455 -7%
GC
770
Gibson Capital
Pennsylvania
$449K – – –
MA
771
MKT Advisors
California
$447K -$40.8K -568 -8%
ABC
772
Associated Banc-Corp
Wisconsin
$447K – – –
IAS
773
Insigneo Advisory Services
Florida
$444K -$77.3K -1,062 -15%
AFO
774
Allie Family Office
Florida
$444K – – –
PPWM
775
PFG Private Wealth Management
Florida
$443K -$12.3K -170 -3%
29 30
31
32 33