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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
$309M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.48B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$122M
5
Morgan Stanley
Morgan Stanley
New York
$1.13B

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$7.89M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.63B
3
Osaic Holdings
Osaic Holdings
Arizona
$197M
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
976
Destination Wealth Management
California
$229K +$229K +3,182 New
CPSC
977
Carl P. Sherr & Co
Massachusetts
$228K – – –
FC
978
FCA Corp
Texas
$228K +$433 +6 +0.2%
MSFS
979
Main Street Financial Solutions
Pennsylvania
$228K +$864 +12 +0.4%
TA
980
TFB Advisors
Kansas
$227K +$227K +3,143 New
CWM
981
Castle Wealth Management
Florida
$226K – – –
WH
982
Willner & Heller
California
$226K +$1.08K +15 +0.5%
AB
983
Atlas Brown
Kentucky
$225K -$38.4K -532 -15%
CCB
984
Cutter & Co Brokerage
Missouri
$224K – – –
TI
985
Truepoint Inc
Ohio
$223K – – –
BO
986
Bank OZK
Arkansas
$223K +$223K +3,094 New
FF
987
Fluent Financial
Texas
$222K – – –
SPI
988
Sutton Place Investors
New York
$222K -$81.2K -1,126 -27%
BZWA
989
Blue Zone Wealth Advisors
California
$220K +$220K +3,056 New
E
990
ETFidea
New York
$220K +$220K +3,050 New
DC
991
Davenport & Co
Virginia
$218K +$218K +3,022 New
GI
992
Gradient Investments
Minnesota
$217K +$180K +2,497 +484%
DAM
993
Derbend Asset Management
Georgia
$216K -$14.3K -198 -6%
BPWM
994
Badgley Phelps Wealth Managers
Washington
$216K +$216K +3,000 New
SPL
995
Smart Portfolios LLC
Washington
$216K +$216K +2,991 New
AWM
996
Axxcess Wealth Management
California
$215K +$215K +2,987 New
V
997
Veritable
Delaware
$212K +$212K +2,943 New
SWM
998
SeaCrest Wealth Management
New York
$209K +$209K +2,903 New
LL
999
LWMG LLC
Minnesota
$207K +$207K +2,872 New
TPSF
1000
Texas Permanent School Fund
Texas
$207K +$207K +2,865 New
38 39
40
41 42