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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 %
WCG
901
Wall Capital Group
Arizona
$273K +$808 +11 +0.3%
CAWM
902
Capital Advisors Wealth Management
Washington
$272K +$1.16K +16 +0.4%
AFM
903
Andesa Financial Management
Pennsylvania
$272K -$65.8K -735 -19%
WFAG
904
Worth Financial Advisory Group
North Carolina
$271K +$1.02K +14 +0.4%
KWM
905
Kolinsky Wealth Management
New Jersey
$270K +$219 +3 +0.1%
Qube Research & Technologies (QRT)
906
Qube Research & Technologies (QRT)
United Kingdom
$269K -$5.38M -73,972 -95%
FA
907
Fermata Advisors
California
$267K -$113K -1,560 -30%
DWM
908
Destination Wealth Management
California
$264K +$32.4K +445 +14%
FC
909
Fusion Capital
South Carolina
$263K +$24.8K +341 +10%
AWS
910
Arkfeld Wealth Strategies
Nebraska
$263K +$23.1K +314 +10%
FFWM
911
Future Financial Wealth Management
Ohio
$261K -$12.8K -175 -5%
BHPW
912
Beverly Hills Private Wealth
California
$260K +$260K +3,577 New
HFS
913
Howard Financial Services
Texas
$260K +$1.02K +14 +0.4%
GWM
914
GSB Wealth Management
Connecticut
$257K -$260K -3,569 -50%
IA
915
Insight Advisors
Pennsylvania
$256K -$9.6K -132 -4%
AGP
916
Autumn Glory Partners
Texas
$256K – – –
RCM
917
Rain Capital Management
Oregon
$255K -$35.3K -485 -12%
STB
918
S&T Bank
Pennsylvania
$254K -$12.7K -175 -5%
ACA
919
Aptus Capital Advisors
Alabama
$253K +$177K +2,437 +234%
WAM
920
Weatherly Asset Management
California
$253K +$253K +3,476 New
IGWM
921
ICA Group Wealth Management
Colorado
$252K -$103K -1,414 -29%
SW
922
Solidarity Wealth
Utah
$251K +$251K +3,452 New
FCI
923
Financial Counselors Inc
Kansas
$251K -$46.8K -642 -16%
LWP
924
Lumature Wealth Partners
Georgia
$250K +$105K +1,438 +72%
SOS
925
Silver Oak Securities
Tennessee
$250K -$70.8K -973 -22%
35 36
37
38 39