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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 %
FWM
1026
Focused Wealth Management
New York
$106K – – –
DJSG
1027
D.J. St. Germain
Massachusetts
$105K -$5.79K -80 -5%
OC
1028
Oakworth Capital
Alabama
$105K -$5.21K -72 -5%
ME
1029
McIlrath & Eck
Washington
$105K +$85K +1,174 +428%
CIA
1030
Cape Investment Advisory
Georgia
$102K -$1.23K -17 -1%
HIA
1031
Harbor Investment Advisory
Maryland
$95.9K – – –
PFBT
1032
Parkside Financial Bank & Trust
Missouri
$94.7K – – –
WTA
1033
Washington Trust Advisors
Massachusetts
$94.1K – – –
BSB
1034
Bangor Savings Bank
Maine
$93.8K -$17.5K -242 -16%
AFS
1035
Annapolis Financial Services
Maryland
$93.4K – – –
CMP
1036
Coston McIsaac & Partners
Maine
$93K – – –
RG
1037
Retirement Group
California
$92.2K – – –
WPWM
1038
Western Pacific Wealth Management
Illinois
$90.5K – – –
WOSD
1039
WFA of San Diego
California
$90K +$45.2K +624 +101%
MIM
1040
Macroview Investment Management
Maryland
$88.6K +$88.6K +1,224 New
MAWCM
1041
Mine & Arao Wealth Creation & Management
California
$87.1K – – –
OP
1042
ORG Partners
Indiana
$85.9K -$4.64M -64,004 -98%
BWP
1043
Baldwin Wealth Partners
Massachusetts
$78.8K -$129K -1,785 -62%
SIC
1044
Salem Investment Counselors
North Carolina
$76.2K +$17.2K +236 +29%
BLC
1045
Brown, Lisle/Cummings
Rhode Island
$74.4K – – –
BAAM
1046
Baker Avenue Asset Management
California
$73.8K +$4.71K +65 +7%
LFG
1047
Larson Financial Group
Missouri
$72.3K – – –
CSWM
1048
Cassady Schiller Wealth Management
Ohio
$72.1K +$4.71K +65 +7%
SMFG
1049
Sumitomo Mitsui Financial Group
Japan
$68.7K -$1.23K -17 -2%
SCA
1050
Stuart Chaussee & Associates
California
$68.5K – – –
40 41
42
43 44