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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 %
WWM
976
WJ Wealth Management
Arizona
$214K -$19.5K -270 -8%
PA
977
Pinnacle Associates
New York
$214K -$42.7K -590 -17%
KAS
978
KPP Advisory Services
Kentucky
$211K +$211K +2,911 New
PFA
979
Petra Financial Advisors
Colorado
$210K +$210K +2,899 New
FLPIM
980
F.L. Putnam Investment Management
Massachusetts
$208K +$2.82K +39 +1%
DC
981
Davenport & Co
Virginia
$206K -$18.7K -258 -8%
PCP
982
Proficio Capital Partners
Massachusetts
$203K – – –
TA
983
TrueWealth Advisors
Alabama
$202K -$36K -498 -15%
SAS
984
Stelac Advisory Services
New York
$202K – – –
RPSA
985
Richard P. Slaughter Associates
Texas
$202K -$41.6K -575 -17%
EWA
986
EverSource Wealth Advisors
Alabama
$201K -$76.7K -1,059 -28%
BTWM
987
Baker Tilly Wealth Management
Wisconsin
$201K -$440K -6,081 -69%
BTW
988
Boston Trust Walden
Massachusetts
$200K – – –
MIM
989
MTM Investment Management
South Carolina
$200K – – –
HAS
990
HBW Advisory Services
California
$200K +$200K +2,766 New
AWA
991
Authentikos Wealth Advisory
California
$196K -$17K -235 -8%
FDCC
992
Foster Dykema Cabot & Co
Massachusetts
$186K – – –
TIM
993
Tortoise Investment Management
New York
$183K +$183K +2,528 New
TCOV
994
Trust Company of Vermont
Vermont
$181K -$34.5K -476 -16%
AWM
995
Ameliora Wealth Management
Switzerland
$181K – – –
OLVIG
996
Oliver Lagore Vanvalin Investment Group
Michigan
$179K -$64.1K -885 -26%
SL
997
Salomon & Ludwin
Virginia
$176K +$176K +2,431 New
WT
998
Washington Trust
Rhode Island
$171K – – –
TFG
999
Team Financial Group
California
$169K +$169K +2,326 New
SFA
1000
Semmax Financial Advisors
North Carolina
$169K +$169K +2,284 New
38 39
40
41 42