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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 %
AWM
926
Aevitas Wealth Management
Massachusetts
$277K +$31.9K +443 +13%
IAG
927
Ipsen Advisor Group
Arkansas
$277K +$277K +3,846 New
RP
928
Rowlandmiller & Partners
Georgia
$277K – – –
BG
929
Benedetti & Gucer
Georgia
$276K +$55.8K +771 +25%
MSCM
930
McElhenny Sheffield Capital Management
Texas
$274K – – –
WAG
931
Winthrop Advisory Group
Massachusetts
$274K -$3.17K -44 -1%
WCG
932
Wall Capital Group
Arizona
$274K -$152K -2,058 -36%
AFM
933
Andesa Financial Management
Pennsylvania
$272K +$20K +278 +8%
MAM
934
Madison Asset Management
Wisconsin
$272K +$28.7K +398 +12%
LNB
935
Ledyard National Bank
$272K -$12.5K -174 -4%
FFWM
936
Future Financial Wealth Management
Ohio
$271K -$5.41K -75 -2%
CT
937
Colonial Trust
South Carolina
$270K -$4.61K -64 -2%
HKIMG
938
Hutchens & Kramer Investment Management Group
Indiana
$270K +$11.5K +160 +4%
CAWM
939
Capital Advisors Wealth Management
Washington
$269K -$8.15K -113 -3%
GSAM
940
Grant Street Asset Management
Pennsylvania
$268K +$433 +6 +0.2%
WFAG
941
Worth Financial Advisory Group
North Carolina
$267K +$267K +3,710 New
KWM
942
Kolinsky Wealth Management
New Jersey
$267K +$505 +7 +0.2%
BWP
943
Baldwin Wealth Partners
Massachusetts
$266K +$129K +1,785 +93%
KIG
944
Kowal Investment Group
Wisconsin
$266K -$3.53K -49 -1%
VC
945
Vicus Capital
Pennsylvania
$264K +$5.91K +82 +2%
STB
946
S&T Bank
Pennsylvania
$264K – – –
IA
947
Insight Advisors
Pennsylvania
$264K -$29.1K -403 -10%
FRA
948
Front Row Advisors
California
$258K -$19.8K -275 -7%
CF
949
Clarity Financial
Texas
$258K +$258K +3,572 New
HFS
950
Howard Financial Services
Texas
$257K +$2.16K +30 +0.8%
36 37
38
39 40