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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 %
KFI
1001
Key Financial Inc
Pennsylvania
$166K +$30.5K +421 +22%
BCP
1002
Blue Chip Partners
Michigan
$165K -$74.6K -1,030 -31%
HT
1003
Headlands Technologies
Illinois
$163K +$163K +2,249 New
RIA
1004
Realta Investment Advisors
Delaware
$162K – – –
JWA
1005
JFS Wealth Advisors
Pennsylvania
$162K +$118K +1,625 +268%
ST
1006
Smithfield Trust
Pennsylvania
$149K – – –
LFA
1007
LGT Financial Advisors
Texas
$148K +$24.6K +340 +20%
HBW
1008
Hazlett, Burt & Watson
West Virginia
$145K +$1.09K +15 +0.8%
SC
1009
Stephens Consulting
Michigan
$145K +$25.8K +356 +22%
AWA
1010
Alaska Wealth Advisors
Alaska
$144K -$5.57K -77 -4%
WWM
1011
Wolff Wiese Magana
California
$142K – – –
GEA
1012
Glen Eagle Advisors
New Jersey
$136K -$72 -1 -0.1%
LC
1013
Lindbrook Capital
California
$136K – – –
PWA
1014
Provenance Wealth Advisors
Florida
$136K +$136K +1,876 New
AIM
1015
Anchor Investment Management
South Carolina
$135K – – –
PWMG
1016
Prestige Wealth Management Group
New Jersey
$135K – – –
BL
1017
Balentine LLC
Georgia
$134K +$31.3K +433 +30%
TSW
1018
Thompson Siegel & Walmsley
Virginia
$132K – – –
OSAM
1019
O'Shaughnessy Asset Management
Connecticut
$131K +$6.59K +91 +5%
Optiver Holding
1020
Optiver Holding
Netherlands
$127K +$83.5K +1,154 +191%
FCA
1021
FinTrust Capital Advisors
South Carolina
$127K -$34.5K -477 -21%
OAJ
1022
Ogorek Anthony Joseph
New York
$124K -$6.93K -96 -5%
PCA
1023
Providence Capital Advisors
North Carolina
$120K +$22.9K +316 +23%
DSC
1024
Duncker Streett & Co
Missouri
$112K – – –
SR
1025
Syntax Research
Florida
$107K +$107K +1,475 New
39 40
41
42 43