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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 %
RCM
876
Radnor Capital Management
Pennsylvania
$310K -$140K -1,932 -31%
WSTAM
877
Wilbanks Smith & Thomas Asset Management
Virginia
$310K -$13.7K -189 -4%
IGWM
878
ICA Group Wealth Management
Colorado
$310K -$42.5K -587 -12%
AWS
879
Arkfeld Wealth Strategies
Nebraska
$309K +$47.2K +646 +18%
G
880
GenTrust
Florida
$309K – – –
LT
881
Legacy Trust
Michigan
$309K – – –
FFA
882
Founders Financial Alliance
North Carolina
$308K -$51.9K -717 -14%
CCA
883
Clearwater Capital Advisors
Illinois
$303K -$27.9K -385 -8%
TWP
884
Tempus Wealth Planning
California
$301K -$10.6K -147 -3%
SFA
885
Sequoia Financial Advisors
Ohio
$300K +$35.5K +491 +13%
OWA
886
Outlook Wealth Advisors
Texas
$300K -$14.8K -205 -5%
State Street
887
State Street
Massachusetts
$300K -$15.7K -217 -5%
CWM
888
Cedar Wealth Management
California
$298K – – –
BCWM
889
Bartlett & Co Wealth Management
Ohio
$297K -$107K -1,472 -26%
CCM
890
Coldstream Capital Management
Washington
$297K -$192K -2,652 -39%
MSCM
891
McElhenny Sheffield Capital Management
Texas
$297K +$21.7K +300 +8%
BC
892
Bartlett & Co
Ohio
$297K -$107K -1,472 -26%
ACA
893
Anchor Capital Advisors
Massachusetts
$297K – – –
DWMG
894
DB Wealth Management Group
California
$296K -$9.41K -130 -3%
SWG
895
Summit Wealth Group
Vermont
$295K -$18.9K -261 -6%
CTFG
896
Capstone Triton Financial Group
Oklahoma
$295K – – –
MPCG
897
Matrix Private Capital Group
New York
$294K -$196K -2,688 -40%
CT
898
Colonial Trust
South Carolina
$292K – – –
TF
899
Theory Financial
Colorado
$288K +$288K +3,982 New
FC
900
FCA Corp
Texas
$288K – – –
34 35
36
37 38