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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 %
AA
876
Aire Advisors
California
$355K -$17.1K -237 -5%
PCM
877
Parsons Capital Management
Rhode Island
$355K -$43.3K -600 -11%
RWM
878
Rockwood Wealth Management
Pennsylvania
$353K +$353K +4,897 New
IGWM
879
ICA Group Wealth Management
Colorado
$352K +$26.8K +372 +8%
3LCM
880
3D/L Capital Management
Connecticut
$351K +$1.73K +24 +0.5%
CCM
881
Cox Capital Management
Massachusetts
$350K +$350K +4,853 New
VVP
882
Venture Visionary Partners
Ohio
$349K – – –
WANY
883
Wealthspire Advisors (New York)
New York
$347K +$16K +222 +5%
CCA
884
Clearwater Capital Advisors
Illinois
$347K +$62.7K +869 +22%
NRC
885
New Republic Capital
North Carolina
$347K +$347K +4,807 New
MAM
886
MMA Asset Management
Pennsylvania
$347K – – –
LWAC
887
Laurel Wealth Advisors (California)
California
$346K -$19.7K -273 -5%
TC
888
TownSquare Capital
Utah
$344K -$80.3K -1,113 -19%
TWA
889
Talisman Wealth Advisors
New Jersey
$343K +$343K +4,751 New
DIA
890
Dana Investment Advisors
Wisconsin
$342K -$53K -735 -13%
TA
891
TrueWealth Advisors
Alabama
$340K -$267K -3,710 -44%
RF
892
Rollins Financial
Georgia
$338K -$93.1K -1,291 -22%
RIM
893
Regent Investment Management
Kentucky
$334K -$1.44K -20 -0.4%
Koshinski Asset Management
894
Koshinski Asset Management
Illinois
$334K -$79.5K -1,103 -19%
MWA
895
Monograph Wealth Advisors
California
$333K +$333K +4,621 New
SW
896
Simplicity Wealth
New Jersey
$330K +$330K +4,574 New
NCM
897
Novare Capital Management
North Carolina
$325K – – –
ICP
898
Interchange Capital Partners
Pennsylvania
$323K +$35.8K +497 +12%
MMM
899
Mendel Money Management
Illinois
$322K +$6.56K +91 +2%
CIA
900
Choate Investment Advisors
Massachusetts
$321K +$321K +4,454 New
34 35
36
37 38