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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 %
WB
851
WesBanco Bank
West Virginia
$344K +$5.57K +77 +2%
VPIM
852
Vanguard Personalized Indexing Management
California
$342K +$5.14K +71 +2%
FCIM
853
Fairview Capital Investment Management
California
$342K -$56.1K -775 -14%
SW
854
SlateStone Wealth
Florida
$341K – – –
NRI
855
NFP Retirement Inc
California
$341K -$2.32K -32 -0.7%
SPI
856
Sutton Place Investors
New York
$339K +$49.9K +690 +17%
RCM
857
Raleigh Capital Management
North Carolina
$339K -$253K -3,500 -43%
LWM
858
Lodestone Wealth Management
Washington
$338K -$368K -5,082 -52%
PCM
859
Parsons Capital Management
Rhode Island
$334K -$6.15K -85 -2%
CW
860
Connectus Wealth
Ohio
$334K +$13.2K +182 +4%
GCA
861
Greenwood Capital Associates
South Carolina
$334K +$334K +4,612 New
IIM
862
InTrack Investment Management
Vermont
$332K -$222K -3,072 -40%
KFG
863
Kingdom Financial Group
Arizona
$331K +$28.2K +390 +9%
SJL
864
Shayne & Jacobs LLC
Tennessee
$329K +$329K +4,550 New
COCM
865
Charter Oak Capital Management
New Hampshire
$328K -$105K -1,445 -24%
ACA
866
Aptus Capital Advisors
Alabama
$327K -$3.55K -49 -1%
HIM
867
Hanlon Investment Management
New Jersey
$325K -$129K -1,779 -28%
AIC
868
Archer Investment Corporation
Indiana
$323K +$10.6K +146 +3%
TWA
869
Talisman Wealth Advisors
New Jersey
$322K +$507 +7 +0.2%
LIA
870
LifePlan Investment Advisors
North Carolina
$320K +$67.6K +934 +27%
Fisher Asset Management
871
Fisher Asset Management
Washington
$319K +$54.8K +757 +21%
AFP
872
Ausdal Financial Partners
Iowa
$316K -$9.26K -128 -3%
KIA
873
KCM Investment Advisors
California
$312K -$136K -1,873 -30%
RFA
874
Resurgent Financial Advisors
Georgia
$312K +$15.5K +214 +5%
IF
875
Integrity Financial
Wyoming
$311K -$127K -1,756 -29%
33 34
35
36 37