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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 %
BFA
801
Beaumont Financial Advisors
Massachusetts
$414K +$5.5K +76 +1%
SPL
802
Smart Portfolios LLC
Washington
$412K -$6.15K -85 -1%
WQ
803
Wealth Quarterback
New Jersey
$411K -$2.13M -29,392 -84%
HH
804
Hilltop Holdings
Texas
$409K +$9.92K +137 +2%
GCM
805
Gallacher Capital Management
Colorado
$407K – – –
MWM
806
Mission Wealth Management
California
$405K +$32.4K +448 +9%
BFG
807
Bleakley Financial Group
New Jersey
$405K -$10.6K -146 -3%
MIS
808
Morningstar Investment Services
Illinois
$404K +$404K +5,555 New
HSA
809
HBK Sorce Advisory
Pennsylvania
$404K -$57.1K -789 -12%
CCM
810
Cox Capital Management
Massachusetts
$404K +$31.4K +434 +8%
FA
811
Fermata Advisors
California
$402K +$402K +5,560 New
ACP
812
Aveo Capital Partners
Colorado
$402K -$10.4K -143 -3%
LA
813
Latitude Advisors
Florida
$402K -$59.3K -819 -13%
KDA
814
Kraft Davis & Associates
Missouri
$398K – – –
PWW
815
Pettyjohn Wood & White
Virginia
$397K – – –
WF
816
Warner Financial
Maryland
$397K – – –
RFC
817
Regions Financial Corp
Alabama
$396K +$19K +262 +5%
EWM
818
Evermay Wealth Management
Virginia
$396K – – –
VFA
819
Valeo Financial Advisors
Indiana
$395K +$1.67K +23 +0.4%
PFA
820
Professional Financial Advisors
Nebraska
$395K – – –
FA
821
Flagstar Advisors
New York
$395K -$40.9K -562 -9%
AWP
822
Ascent Wealth Partners
New York
$394K -$9.77K -135 -2%
WANY
823
Wealthspire Advisors (New York)
New York
$394K +$55.9K +772 +17%
CTI
824
Community Trust & Investment
Kentucky
$393K – – –
WWM
825
Wagner Wealth Management
South Carolina
$391K – – –
31 32
33
34 35