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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,140 hedge funds and large institutions have $22.1B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 585 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.18%
Holding in Top 10
117
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.59%
% of All Funds
1.87%
New
81
Increased
302
Reduced
585
Closed
69
Calls
$1.46M
Puts
$767K
Net Calls
+$697K
Net Calls Change
-$239K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B
2
MRC
Millburn Ridgefield Corp
New York
$259M
3
CCA
Catalyst Capital Advisors
New York
$259M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$178M
5
Osaic Holdings
Osaic Holdings
Arizona
$374M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.65B
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
FCBT
First Citizens Bank & Trust
North Carolina
$123M
4
Bank of America
Bank of America
North Carolina
$2.89B
5
HFRG
Houlihan Financial Resource Group
Virginia
$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWM
951
Future Financial Wealth Management
Ohio
$235K -$434 -6 -0.2%
RIL
952
Rothschild Investment LLC
Illinois
$234K +$234K +3,239 New
RCM
953
Rain Capital Management
Oregon
$234K – – –
VC
954
Vicus Capital
Pennsylvania
$234K – – –
CB
955
Cadence Bank
Mississippi
$233K +$233K +3,221 New
PP
956
Patten & Patten
Tennessee
$233K -$12.7K -175 -5%
JWBC
957
J.W. Burns & Co
New York
$232K – – –
WAM
958
Weatherly Asset Management
California
$231K – – –
AA
959
Aire Advisors
California
$230K +$9.77K +135 +4%
CPSC
960
Carl P. Sherr & Co
Massachusetts
$229K – – –
WMG
961
WESCAP Management Group
California
$229K – – –
SP
962
Successful Portfolios
Florida
$228K -$8.83K -122 -4%
CWM
963
Castle Wealth Management
Florida
$228K – – –
HKIMG
964
Hutchens & Kramer Investment Management Group
Indiana
$227K +$11.6K +161 +5%
DBT
965
Dubuque Bank & Trust
Iowa
$226K -$4.71K -65 -2%
CCB
966
Cutter & Co Brokerage
Missouri
$225K – – –
ACM
967
Alamar Capital Management
California
$225K +$1.38K +19 +0.6%
Qube Research & Technologies (QRT)
968
Qube Research & Technologies (QRT)
United Kingdom
$225K -$265K -3,663 -54%
ESB
969
Essex Savings Bank
Connecticut
$225K – – –
SFP
970
Sandbox Financial Partners
Maryland
$225K – – –
FF
971
Fluent Financial
Texas
$223K – – –
AWC
972
Adamsbrown Wealth Consultants
Kansas
$222K +$222K +3,071 New
FDCDDQ
973
Federation des caisses Desjardins du Quebec
Quebec, Canada
$218K -$8.52M -117,746 -98%
CPG
974
Cornerstone Planning Group
New Jersey
$217K -$47.9K -662 -18%
TCMP
975
Thrive Capital Management (Pennsylvania)
Pennsylvania
$215K -$3.47K -48 -2%
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39
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