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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 %
BL
1051
Balentine LLC
Georgia
$38.6K +$38.6K +531 New
SC
1052
SouthState Corp
Florida
$37.9K +$1.96K +27 +5%
FCA
1053
Fortis Capital Advisors
Kansas
$36.6K +$17.4K +239 +91%
JWA
1054
JFS Wealth Advisors
Pennsylvania
$36.5K – – –
HFS
1055
Hantz Financial Services
Michigan
$36K +$36K +493 New
FPFS
1056
First Personal Financial Services
North Carolina
$35.4K +$6.26K +86 +22%
BNP Paribas Financial Markets
1057
BNP Paribas Financial Markets
France
$35.3K +$1.53K +21 +5%
FFL
1058
Financial Freedom LLC
Ohio
$34.1K +$146 +2 +0.4%
LF
1059
Lee Financial
Texas
$34K +$145 +2 +0.4%
OHWP
1060
Oak Harbor Wealth Partners
North Carolina
$33.3K +$33.3K +458 New
VNA
1061
Valley National Advisers
Pennsylvania
$33K -$22.2K -304 -40%
SWG
1062
Summit Wealth Group
Vermont
$33K +$30.8K +2,223,157 +1,395%
FP
1063
Financial Perspectives
Minnesota
$32.4K +$145 +2 +0.5%
FA
1064
Fortis Advisors
Pennsylvania
$32.3K +$7.27K +100 +29%
LIA
1065
Luken Investment Analytics
Tennessee
$30.9K – – –
JHCP
1066
Jackson Hole Capital Partners
Oklahoma
$30.1K +$26.3K +362 +696%
EBA
1067
Eagle Bay Advisors
New York
$29.1K – – –
JFG
1068
JDM Financial Group
Texas
$27.9K – – –
MTIC
1069
Missouri Trust & Investment Company
Missouri
$27.1K – – –
MPWT
1070
MassMutual Private Wealth & Trust
Connecticut
$26.6K -$53.1K -730 -67%
AWM
1071
Abound Wealth Management
Tennessee
$26K +$26K +357 New
CIR
1072
Clear Investment Research
Georgia
$25.7K -$1.31K -18 -5%
KC
1073
Kenfarb & Co
Kentucky
$25.5K – – –
AP
1074
Arlington Partners
Alabama
$23.9K – – –
KM
1075
Kalos Management
Georgia
$23.8K +$23.8K +327 New
41 42
43
44 45