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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 %
PFA
801
Professional Financial Advisors
Nebraska
$421K +$4.27K +55 +1%
PWP
802
Phillips Wealth Planners
Mississippi
$420K -$253K -3,416 -38%
AP
803
Appleton Partners
Massachusetts
$420K +$23.6K +325 +6%
APIM
804
Agate Pass Investment Management
Washington
$419K – – –
COCM
805
Charter Oak Capital Management
New Hampshire
$418K -$1.75K -24 -0.4%
ACP
806
Aveo Capital Partners
Colorado
$416K +$23.7K +326 +6%
HIM
807
Hanlon Investment Management
New Jersey
$415K +$170K +2,336 +69%
SFG
808
Sage Financial Group
Pennsylvania
$414K +$5.31K +73 +1%
LA
809
Latitude Advisors
Florida
$411K -$48.8K -671 -11%
MHS
810
M Holdings Securities
Oregon
$410K – – –
GCM
811
Gallacher Capital Management
Colorado
$409K – – –
RFC
812
Regions Financial Corp
Alabama
$409K -$7.64K -105 -2%
SWA
813
SFMG Wealth Advisors
Texas
$407K -$1.24K -17 -0.3%
FCIM
814
Fairview Capital Investment Management
California
$407K – – –
GA
815
Gateway Advisory
New Jersey
$405K -$213K -2,919 -34%
BFA
816
Beaumont Financial Advisors
Massachusetts
$402K +$16.5K +227 +4%
PWW
817
Pettyjohn Wood & White
Virginia
$399K – – –
WF
818
Warner Financial
Maryland
$399K -$20.5K -282 -5%
RFA
819
Register Financial Advisors
Georgia
$399K -$4.22K -58 -1%
EWM
820
Evermay Wealth Management
Virginia
$397K -$14.2K -195 -3%
RCG
821
Resource Consulting Group
Florida
$396K +$32.7K +450 +9%
AWP
822
Ascent Wealth Partners
New York
$396K -$14.8K -204 -4%
CTI
823
Community Trust & Investment
Kentucky
$395K – – –
MWM
824
Mission Wealth Management
California
$394K – – –
WWM
825
Wagner Wealth Management
South Carolina
$393K – – –
31 32
33
34 35