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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$206M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.4M
3
Bank of America
Bank of America
North Carolina
+$63.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$52.7M
5
LPL Financial
LPL Financial
California
+$47.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$566M
2
RJA
Raymond James & Associates
Florida
-$557M
3
AC
Allstate Corporation
Illinois
-$309M
4
BlackRock
BlackRock
New York
-$215M
5
FCBT
First Citizens Bank & Trust
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
1001
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130K -$5.67K -78 -4%
HS
1002
Horan Securities
United States
$126K -$12.8K -176 -9%
OSAM
1003
O'Shaughnessy Asset Management
Connecticut
$122K -$27.6K -379 -18%
BCP
1004
Blue Chip Partners
Michigan
$118K +$509 +7 +0.4%
DSC
1005
Duncker Streett & Co
Missouri
$113K -$9.53K -131 -8%
OC
1006
Oakworth Capital
Alabama
$111K -$7.86K -108 -7%
CFO
1007
CVA Family Office
Colorado
$108K +$56.5K +777 +110%
FWM
1008
Focused Wealth Management
New York
$106K -$16.9K -232 -14%
RG
1009
Retirement Group
California
$103K -$363 -5 -0.4%
SIS
1010
Sound Income Strategies
Florida
$101K +$36.9K +507 +58%
PCA
1011
Providence Capital Advisors
North Carolina
$98K – – –
HIA
1012
Harbor Investment Advisory
Maryland
$97.6K – – –
BCMLT
1013
Beacon Capital Management LLC (Tennessee)
Tennessee
$96.5K -$20K -275 -17%
WTA
1014
Washington Trust Advisors
Massachusetts
$94.6K – – –
CMP
1015
Coston McIsaac & Partners
Maine
$94K – – –
CIA
1016
Cape Investment Advisory
Georgia
$91.9K +$91.9K +1,263 New
WPWM
1017
Western Pacific Wealth Management
Illinois
$90.9K – – –
CP
1018
Castleview Partners
Texas
$89.9K – – –
MAWCM
1019
Mine & Arao Wealth Creation & Management
California
$87.6K – – –
GFPC
1020
Global Financial Private Client
Florida
$85.2K -$1.24K -17 -1%
BWM
1021
BerganKDV Wealth Management
Minnesota
$83K – – –
PO
1022
Private Ocean
California
$78.4K -$5.89K -81 -7%
SMFG
1023
Sumitomo Mitsui Financial Group
Japan
$75K -$5.09K -70 -6%
BLC
1024
Brown, Lisle/Cummings
Rhode Island
$74.8K – – –
NFSG
1025
Newbridge Financial Services Group
Florida
$73.8K -$3.06K -42 -4%
39 40
41
42 43