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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 %
SOS
901
Silver Oak Securities
Tennessee
$318K -$617K -8,558 -66%
FNBT
902
FineMark National Bank & Trust
Florida
$318K -$24.6K -341 -7%
CWA
903
Capital Wealth Alliance
Arizona
$311K -$133K -1,844 -30%
IWN
904
Independent Wealth Network
Iowa
$311K -$61K -846 -16%
LT
905
Legacy Trust
Michigan
$308K +$308K +4,265 New
G
906
GenTrust
Florida
$305K -$3.82K -53 -1%
DWMG
907
DB Wealth Management Group
California
$304K -$13.8K -191 -4%
ABLA
908
Alan B. Lancz & Associates
Ohio
$302K – – –
JBA
909
Johnson Bixby & Associates
Washington
$300K -$5.7K -79 -2%
SFA
910
Sequoia Financial Advisors
Ohio
$298K +$8.15K +113 +3%
WMG
911
WESCAP Management Group
California
$296K – – –
ACA
912
Anchor Capital Advisors
Massachusetts
$296K – – –
FCI
913
Financial Counselors Inc
Kansas
$295K – – –
AWM
914
Accurate Wealth Management
Florida
$294K +$294K +4,020 New
CTFG
915
Capstone Triton Financial Group
Oklahoma
$294K – – –
AIC
916
Archer Investment Corporation
Indiana
$292K – – –
SQA
917
Simon Quick Advisors
New Jersey
$291K +$2.45K +34 +0.8%
RCM
918
Rain Capital Management
Oregon
$288K +$2.31K +32 +0.8%
MHB
919
Midwest Heritage Bank
Iowa
$287K -$30K -416 -9%
RFA
920
Resurgent Financial Advisors
Georgia
$285K +$59.1K +820 +26%
OPA
921
Old Port Advisors
Maine
$285K -$59.9K -831 -17%
EWA
922
EverSource Wealth Advisors
Alabama
$284K +$17.2K +239 +6%
PP
923
Patten & Patten
Tennessee
$284K -$2.53K -35 -0.9%
FNT
924
First National Trust
Pennsylvania
$280K +$1.8K +25 +0.6%
CWM
925
Congress Wealth Management
Massachusetts
$279K +$8.29K +115 +3%
35 36
37
38 39