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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,143 hedge funds and large institutions have $22B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 420 increasing their positions, 477 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+20
Holders Change %
+1.78%
% of All Funds
18.03%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
2.02%
New
101
Increased
420
Reduced
477
Closed
73
Calls
$1.55M
Puts
$617K
Net Calls
+$936K
Net Calls Change
-$1.46M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$362M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$129M
3
Cerity Partners
Cerity Partners
New York
+$110M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$89.8M
5
Morgan Stanley
Morgan Stanley
New York
+$84.1M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$571M
2
SWG
Summit Wealth Group
Vermont
-$177M
3
SG Americas Securities
SG Americas Securities
New York
-$125M
4
BCM
Brookstone Capital Management
Illinois
-$38.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
876
Outlook Wealth Advisors
Texas
$323K – – –
CCG
877
Cypress Capital Group
Florida
$323K -$37.2K -500 -10%
SWG
878
Summit Wealth Group
Vermont
$322K -$177M -2,378,229 -100%
SC
879
Savant Capital
Illinois
$322K +$322K +4,329 New
AIC
880
Archer Investment Corporation
Indiana
$321K +$14.4K +194 +5%
TWP
881
Tempus Wealth Planning
California
$320K +$20.3K +273 +7%
LT
882
Legacy Trust
Michigan
$317K – – –
G
883
GenTrust
Florida
$316K +$1.56K +21 +0.5%
DWMG
884
DB Wealth Management Group
California
$314K +$223 +3 +0.1%
MHR
885
Matthew Hamilton Rosenberg
$314K -$77.4K -1,042 -20%
KFG
886
Kingdom Financial Group
Arizona
$311K +$311K +4,179 New
AC
887
Avestar Capital
New York
$306K +$306K +4,122 New
CWM
888
Cedar Wealth Management
California
$306K – – –
ACA
889
Anchor Capital Advisors
Massachusetts
$305K – – –
ABLA
890
Alan B. Lancz & Associates
Ohio
$305K – – –
RFA
891
Resurgent Financial Advisors
Georgia
$304K +$19.7K +265 +7%
CTFG
892
Capstone Triton Financial Group
Oklahoma
$303K – – –
WC
893
Waterloo Capital
Texas
$300K -$339K -4,555 -53%
CT
894
Colonial Trust
South Carolina
$300K -$233K -3,131 -44%
AWM
895
Accurate Wealth Management
Florida
$299K -$1.86K -25 -0.6%
SPI
896
Sutton Place Investors
New York
$297K -$7.43K -100 -2%
FC
897
FCA Corp
Texas
$295K +$297 +4 +0.1%
CIA
898
Choate Investment Advisors
Massachusetts
$294K – – –
JBA
899
Johnson Bixby & Associates
Washington
$292K +$520 +7 +0.2%
PPP
900
Private Portfolio Partners
New Jersey
$292K -$6.24K -84 -2%
34 35
36
37 38