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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 %
WA
951
Wambolt & Associates
Colorado
$254K -$793 -11 -0.3%
AGP
952
Autumn Glory Partners
Texas
$253K -$405K -5,615 -62%
PSF
953
Pacific Sun Financial
California
$253K -$1.44K -20 -0.6%
PA
954
Pinnacle Associates
New York
$252K +$2.16K +30 +0.9%
FI
955
Financial Insights
Washington
$249K +$249K +3,453 New
ESB
956
Essex Savings Bank
Connecticut
$247K – – –
HR
957
Hardy Reed
Mississippi
$246K +$246K +3,408 New
BBHC
958
Brown Brothers Harriman & Co
New York
$245K +$40.4K +560 +20%
WWM
959
WJ Wealth Management
Arizona
$244K – – –
HIM
960
Hanlon Investment Management
New Jersey
$243K -$2.16K -30 -0.9%
AA
961
Alesco Advisors
New York
$242K +$242K +3,350 New
HCM
962
Hengehold Capital Management
Ohio
$241K -$11.3K -157 -4%
CB
963
Cadence Bank
Mississippi
$241K -$865 -12 -0.4%
TWP
964
Tempus Wealth Planning
California
$239K +$649 +9 +0.3%
AWS
965
Arkfeld Wealth Strategies
Nebraska
$238K +$238K +3,254 New
IBOK
966
Independence Bank of Kentucky
Kentucky
$238K +$154K +2,139 +184%
LRWA
967
Long Run Wealth Advisors
New York
$237K -$21.3K -295 -8%
FC
968
Fusion Capital
South Carolina
$237K +$1.37K +19 +0.6%
APW
969
Acima Private Wealth
Virginia
$236K – – –
BDFN
970
Bond & Devick Financial Network
Minnesota
$236K – – –
TA
971
TKG Advisors
Indiana
$234K +$7.35K +102 +3%
SWMP
972
Signature Wealth Management Partners
New Jersey
$233K -$12.4K -172 -5%
PFA
973
Petra Financial Advisors
Colorado
$233K +$233K +3,226 New
JWBC
974
J.W. Burns & Co
New York
$231K – – –
D
975
Dentgroup
Louisiana
$230K +$230K +3,189 New
37 38
39
40 41