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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,143 hedge funds and large institutions have $22B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 420 increasing their positions, 477 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+20
Holders Change %
+1.78%
% of All Funds
18.03%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
2.02%
New
101
Increased
420
Reduced
477
Closed
73
Calls
$1.55M
Puts
$617K
Net Calls
+$936K
Net Calls Change
-$1.46M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$362M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$129M
3
Cerity Partners
Cerity Partners
New York
+$110M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$89.8M
5
Morgan Stanley
Morgan Stanley
New York
+$84.1M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$571M
2
SWG
Summit Wealth Group
Vermont
-$177M
3
SG Americas Securities
SG Americas Securities
New York
-$125M
4
BCM
Brookstone Capital Management
Illinois
-$38.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
951
TrueWealth Advisors
Alabama
$245K +$7.81K +105 +3%
YIH
952
Y-Intercept (HK)
Hong Kong
$244K -$548K -7,375 -69%
SP
953
Successful Portfolios
Florida
$244K -$386K -5,196 -61%
APW
954
Acima Private Wealth
Virginia
$243K – – –
JJBC
955
James J. Burns & Company
New York
$242K – – –
FFWM
956
Future Financial Wealth Management
Ohio
$242K -$24.2K -325 -9%
BPWM
957
Badgley Phelps Wealth Managers
Washington
$241K -$79.4K -1,068 -25%
IBOK
958
Independence Bank of Kentucky
Kentucky
$241K – – –
RCM
959
Rain Capital Management
Oregon
$240K -$20.5K -276 -8%
VC
960
Vicus Capital
Pennsylvania
$240K -$8.85K -119 -4%
WWM
961
WJ Wealth Management
Arizona
$240K +$240K +3,222 New
JWBC
962
J.W. Burns & Co
New York
$238K – – –
BAM
963
Belpointe Asset Management
Nevada
$237K -$5.33M -71,743 -96%
BZWA
964
Blue Zone Wealth Advisors
California
$237K +$1.86K +25 +0.8%
DBT
965
Dubuque Bank & Trust
Iowa
$237K -$1.95M -26,294 -89%
WAM
966
Weatherly Asset Management
California
$236K -$22.3K -300 -9%
DAM
967
Derbend Asset Management
Georgia
$236K +$8.1K +109 +4%
BCMLT
968
Beacon Capital Management LLC (Tennessee)
Tennessee
$236K +$137K +1,846 +139%
CPSC
969
Carl P. Sherr & Co
Massachusetts
$235K – – –
WMG
970
WESCAP Management Group
California
$235K – – –
AGM
971
Alpine Global Management
New York
$235K +$235K +3,161 New
CWM
972
Castle Wealth Management
Florida
$233K – – –
NCM
973
NCM Capital Management
New Jersey
$232K +$232K +3,126 New
CCB
974
Cutter & Co Brokerage
Missouri
$231K +$12.3K +166 +6%
ESB
975
Essex Savings Bank
Connecticut
$231K – – –
37 38
39
40 41