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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 %
DP
826
Denver PWM
Colorado
$388K -$34.7K -485 -8%
AP
827
Appleton Partners
Massachusetts
$385K -$26.8K -370 -6%
SF
828
Symphony Financial
Texas
$384K -$15.7K -218 -4%
SRWM
829
Shira Ridge Wealth Management
California
$381K -$7.75K -107 -2%
AWA
830
Arete Wealth Advisors
Illinois
$379K -$393K -5,431 -51%
AWM
831
Atticus Wealth Management
Florida
$371K -$92.1K -1,272 -20%
IWN
832
Independent Wealth Network
Iowa
$368K +$17.7K +245 +5%
GA
833
Gateway Advisory
New Jersey
$367K -$21.3K -294 -5%
DAM
834
Derbend Asset Management
Georgia
$367K +$137K +1,894 +60%
GBT
835
Grove Bank & Trust
Florida
$364K +$2.32K +32 +0.6%
SCA
836
Sage Capital Advisors
South Dakota
$363K – – –
NIC
837
Northwest Investment Counselors
Oregon
$362K – – –
SCM
838
Shelton Capital Management
Colorado
$362K – – –
RCG
839
Resource Consulting Group
Florida
$362K -$5.07K -70 -1%
TA
840
TFB Advisors
Kansas
$360K +$83.3K +1,151 +30%
PGFC
841
Peapack-Gladstone Financial Corp
New Jersey
$359K – – –
AC
842
Avestar Capital
New York
$357K +$56.7K +780 +19%
SFG
843
Sage Financial Group
Pennsylvania
$356K – – –
CFA
844
Cahill Financial Advisors
Minnesota
$354K -$463K -6,393 -57%
MMM
845
Mendel Money Management
Illinois
$354K +$24.9K +344 +8%
OFG
846
Oxford Financial Group
Indiana
$353K -$151K -2,090 -30%
FCI
847
Financial Counselors Inc
Kansas
$352K +$34.5K +477 +11%
VVP
848
Venture Visionary Partners
Ohio
$350K – – –
MAM
849
MMA Asset Management
Pennsylvania
$348K – – –
RPWA
850
Regent Peak Wealth Advisors
Georgia
$345K -$11.6K -160 -3%
32 33
34
35 36