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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 %
SC
776
Savant Capital
Illinois
$441K +$127K +1,761 +41%
LF
777
LifeSteps Financial
California
$440K – – –
FPAS
778
Focus Partners Advisor Solutions
Missouri
$437K +$57K +787 +15%
MFG
779
Magnus Financial Group
New York
$437K -$8.03K -111 -2%
SC
780
Sinecera Capital
Texas
$436K +$1.52K +21 +0.4%
GIA
781
Goodwin Investment Advisory
Georgia
$435K -$6.59K -91 -1%
APIM
782
Agate Pass Investment Management
Washington
$432K – – –
HCA
783
Heck Capital Advisors
Wisconsin
$429K – – –
SG Americas Securities
784
SG Americas Securities
New York
$429K -$89.9K -1,241 -17%
CWM
785
Congress Wealth Management
Massachusetts
$429K +$429K +5,926 New
GIA
786
Guyasuta Investment Advisors
Pennsylvania
$427K – – –
AT
787
Avalon Trust
New Mexico
$426K +$38K +525 +10%
PL
788
Parthenon LLC
Kentucky
$425K – – –
QWM
789
QP Wealth Management
New Jersey
$425K +$38.9K +537 +10%
GAM
790
GEM Asset Management
Michigan
$425K – – –
Wealthfront Advisers
791
Wealthfront Advisers
California
$423K -$40.7K -562 -9%
SWA
792
SFMG Wealth Advisors
Texas
$423K – – –
BW
793
Bison Wealth
Georgia
$422K -$70.1K -969 -14%
GJIA
794
Glass Jacobson Investment Advisors
Maryland
$421K -$14.3K -198 -3%
RIM
795
Redwood Investment Management
Arizona
$421K +$421K +5,816 New
DCM
796
Donaldson Capital Management
Indiana
$421K -$123K -1,703 -23%
WMS
797
Wealth Management Solutions
Pennsylvania
$420K – – –
CWP
798
Concord Wealth Partners
Virginia
$419K +$84.1K +1,162 +25%
RFA
799
Register Financial Advisors
Georgia
$418K +$4.92K +68 +1%
PWP
800
Phillips Wealth Planners
Mississippi
$416K +$2.46K +34 +0.6%
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32
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