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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 %
GFPC
1051
Global Financial Private Client
Florida
$64.6K -$35.5K -494 -35%
QC
1052
Quent Capital
New York
$62.8K -$87.2K -1,204 -58%
JFA
1053
JNBA Financial Advisors
Minnesota
$61.5K – – –
BCM
1054
BluePath Capital Management
Georgia
$58K +$58K +801 New
HR
1055
Howe & Rusling
New York
$55.4K +$54.5K +753 +6,275%
GWANC
1056
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.1K -$2.11K -29 -4%
USB
1057
Union Savings Bank
Connecticut
$53.6K – – –
NFSG
1058
Newbridge Financial Services Group
Florida
$52.7K -$10.1K -140 -16%
CWM
1059
Compass Wealth Management
Connecticut
$50.7K – – –
SC
1060
SouthState Corp
Florida
$50K +$14.3K +197 +40%
SIS
1061
Sound Income Strategies
Florida
$48.9K -$19.1K -264 -28%
BF
1062
BOK Financial
Oklahoma
$48.8K -$20.9K -291 -30%
CP
1063
Castleview Partners
Texas
$48.2K +$13.4K +185 +38%
BFPW
1064
BOK Financial Private Wealth
Colorado
$47.9K +$47.9K +660 New
CSC
1065
Caldwell Sutter Capital
California
$46.8K +$8.47K +117 +22%
CTC
1066
Central Trust Company
Missouri
$46.4K – – –
HCP
1067
Hexagon Capital Partners
Arkansas
$45.5K – – –
LOIP
1068
Live Oak Investment Partners
Texas
$43.8K -$45K – –
SSB
1069
Sandy Spring Bank
Maryland
$42.3K +$35K +484 +484%
SSWM
1070
Sheets Smith Wealth Management
North Carolina
$40.3K -$943K -13,032 -96%
CNBTD
1071
Citizens National Bank Trust Department
Mississippi
$38.4K -$10.1K -140 -21%
FAM
1072
Flaharty Asset Management
Florida
$38K +$38K +525 New
Manulife (Manufacturers Life Insurance)
1073
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.9K -$91.4K -1,263 -71%
EW
1074
Element Wealth
Mississippi
$37.8K +$6.87K +95 +22%
FFL
1075
Financial Freedom LLC
Ohio
$34.1K – – –
41 42
43
44 45