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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$206M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.4M
3
Bank of America
Bank of America
North Carolina
+$63.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$52.7M
5
LPL Financial
LPL Financial
California
+$47.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$566M
2
RJA
Raymond James & Associates
Florida
-$557M
3
AC
Allstate Corporation
Illinois
-$309M
4
BlackRock
BlackRock
New York
-$215M
5
FCBT
First Citizens Bank & Trust
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
876
Dynamic Advisor Solutions
Arizona
$298K -$175K -2,409 -37%
ACA
877
Anchor Capital Advisors
Massachusetts
$298K – – –
ABLA
878
Alan B. Lancz & Associates
Ohio
$298K – – –
SPI
879
Sutton Place Investors
New York
$298K +$74K +1,018 +33%
AWM
880
Accurate Wealth Management
Florida
$297K +$1.62K +22 +0.5%
CTFG
881
Capstone Triton Financial Group
Oklahoma
$296K – – –
TWP
882
Tempus Wealth Planning
California
$294K +$52.5K +722 +22%
PPP
883
Private Portfolio Partners
New Jersey
$292K -$90.4K -1,243 -24%
FC
884
FCA Corp
Texas
$289K +$58.6K +805 +25%
CIA
885
Choate Investment Advisors
Massachusetts
$288K -$36.3K -499 -11%
Fisher Asset Management
886
Fisher Asset Management
Washington
$287K +$287K +3,939 New
PP
887
Patten & Patten
Tennessee
$286K – – –
JBA
888
Johnson Bixby & Associates
Washington
$286K -$17.7K -243 -6%
EWA
889
EverSource Wealth Advisors
Alabama
$284K -$2.91K -40 -1%
RT
890
Rockland Trust
Massachusetts
$284K -$242K -3,333 -46%
FNT
891
First National Trust
Pennsylvania
$283K -$73 -1 -0%
TAM
892
Tocqueville Asset Management
New York
$281K +$281K +3,869 New
FRA
893
Front Row Advisors
California
$281K +$20K +275 +8%
SFA
894
Sequoia Financial Advisors
Ohio
$281K -$19.9K -273 -7%
LNB
895
Ledyard National Bank
$281K +$6.47K +89 +2%
CWP
896
Concord Wealth Partners
Virginia
$279K -$334K -4,594 -54%
SCA
897
Southern Capital Advisors
Tennessee
$279K -$356K -4,892 -56%
RP
898
Rowlandmiller & Partners
Georgia
$279K – – –
RFA
899
Resurgent Financial Advisors
Georgia
$278K -$9.31K -128 -3%
MSCM
900
McElhenny Sheffield Capital Management
Texas
$277K – – –
34 35
36
37 38