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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 %
HPC
926
Hobart Private Capital
North Carolina
$249K -$2.1M -28,934 -89%
RWM
927
Rockwood Wealth Management
Pennsylvania
$248K -$108K -1,481 -30%
HR
928
Hardy Reed
Mississippi
$248K – – –
AB
929
Atlas Brown
Kentucky
$247K +$19.6K +269 +9%
TSS
930
Two Sigma Securities
New York
$246K +$246K +3,381 New
VC
931
Vicus Capital
Pennsylvania
$244K -$23.1K -318 -9%
DC
932
Davenport & Co
Virginia
$243K +$23.3K +320 +11%
PA
933
Pinnacle Associates
New York
$241K -$13.1K -180 -5%
JFGLC
934
Johnson Financial Group LLC (Colorado)
Colorado
$240K +$240K +3,300 New
APW
935
Acima Private Wealth
Virginia
$238K – – –
FVWA
936
Foster Victor Wealth Advisors
South Carolina
$238K +$238K +3,268 New
BDFN
937
Bond & Devick Financial Network
Minnesota
$238K – – –
JJBC
938
James J. Burns & Company
New York
$237K +$237K +3,258 New
IBOK
939
Independence Bank of Kentucky
Kentucky
$236K -$4.66K -64 -2%
WA
940
Wambolt & Associates
Colorado
$233K -$23.9K -327 -9%
JWBC
941
J.W. Burns & Co
New York
$233K – – –
PFA
942
Petra Financial Advisors
Colorado
$233K -$1.96K -27 -0.8%
RF
943
Rollins Financial
Georgia
$232K -$109K -1,500 -32%
FPAS
944
Focus Partners Advisor Solutions
Missouri
$232K +$232K +3,193 New
TA
945
TrueWealth Advisors
Alabama
$232K -$111K -1,523 -32%
CPSC
946
Carl P. Sherr & Co
Massachusetts
$230K – – –
WMG
947
WESCAP Management Group
California
$230K -$68.4K -940 -23%
BZWA
948
Blue Zone Wealth Advisors
California
$230K +$7.56K +104 +3%
E
949
ETFidea
New York
$229K +$7.35K +101 +3%
CWM
950
Castle Wealth Management
Florida
$228K – – –
36 37
38
39 40