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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,153 hedge funds and large institutions have $23.5B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 402 increasing their positions, 454 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
+94
Holders Change %
+8.88%
% of All Funds
18.6%
Holding in Top 10
145
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
2.34%
New
167
Increased
402
Reduced
454
Closed
55
Calls
$2.29M
Puts
$3.4M
Net Calls
-$1.12M
Net Calls Change
-$3.13M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$235M
2
AC
Allstate Corporation
Illinois
+$205M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$107M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$101M
5
Morgan Stanley
Morgan Stanley
New York
+$80.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$534M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$172M
3
Osaic Holdings
Osaic Holdings
Arizona
-$135M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$98.5M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$50.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
826
RCS Financial Planning
Maryland
$421K +$421K +5,839 New
PCIA
827
Prime Capital Investment Advisors
Kansas
$420K +$60.5K +839 +17%
Jane Street
828
Jane Street
New York
$420K -$4.11M -57,021 -91%
HCA
829
Heck Capital Advisors
Wisconsin
$418K +$216 +3 +0.1%
CPG
830
Cornerstone Planning Group
New Jersey
$418K +$418K +5,835 New
RPSA
831
Richard P. Slaughter Associates
Texas
$418K -$87.2K -1,209 -17%
COCM
832
Charter Oak Capital Management
New Hampshire
$416K -$40.9K -567 -9%
WF
833
Warner Financial
Maryland
$416K -$77.4K -1,073 -16%
APIM
834
Agate Pass Investment Management
Washington
$416K +$29.9K +415 +8%
AWMNH
835
Arcadia Wealth Management (New Hampshire)
New Hampshire
$415K +$415K +5,749 New
RFC
836
Regions Financial Corp
Alabama
$413K -$36.4K -504 -8%
MHS
837
M Holdings Securities
Oregon
$411K -$102K -1,413 -20%
EWM
838
Evermay Wealth Management
Virginia
$408K – – –
AWP
839
Ascent Wealth Partners
New York
$407K -$10.4K -144 -2%
JAG
840
Journey Advisory Group
Kentucky
$407K – – –
GCM
841
Gallacher Capital Management
Colorado
$406K +$406K +5,626 New
SWA
842
SFMG Wealth Advisors
Texas
$405K +$1.23K +17 +0.3%
SFG
843
Sage Financial Group
Pennsylvania
$405K – – –
FCIM
844
Fairview Capital Investment Management
California
$404K -$5.41K -75 -1%
WQ
845
Wealth Quarterback
New Jersey
$402K +$865 +12 +0.2%
RFA
846
Register Financial Advisors
Georgia
$399K +$399K +5,540 New
PWW
847
Pettyjohn Wood & White
Virginia
$396K – – –
FFA
848
Founders Financial Alliance
North Carolina
$395K +$144 +2 +0%
AP
849
Appleton Partners
Massachusetts
$393K -$18K -250 -4%
CTI
850
Community Trust & Investment
Kentucky
$391K – – –
32 33
34
35 36