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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 %
Kayne Anderson Rudnick Investment Management
1076
Kayne Anderson Rudnick Investment Management
California
$23.7K -$7.59M -104,307 -100%
M
1077
MOTCO
Texas
$23.1K +$23.1K +318 New
LB
1078
Legacy Bridge
Iowa
$21.8K – – –
MA
1079
MCF Advisors
Kentucky
$21.6K – – –
MFT
1080
Moisand Fitzgerald Tamayo
Florida
$21K – – –
VFM
1081
Valley Financial Management
New York
$20.6K -$6.78M -93,177 -100%
ME
1082
McIlrath & Eck
Washington
$19.9K – – –
CA
1083
Crewe Advisors
Utah
$19.7K -$436 -6 -2%
GFWA
1084
Grey Fox Wealth Advisors
Delaware
$19.6K +$19.6K +269 New
PFG
1085
Piershale Financial Group
Illinois
$18.2K – – –
EW
1086
Element Wealth
Mississippi
$17.6K -$947 -13 -5%
CWC
1087
Carolinas Wealth Consulting
North Carolina
$17K +$17K +234 New
IHWM
1088
Iron Horse Wealth Management
Iowa
$15.7K – – –
TCWA
1089
Ten Capital Wealth Advisors
Washington
$14K +$145 +2 +1%
BWL
1090
Bogart Wealth LLC
Virginia
$13.6K -$4.51K -62 -25%
RDFA
1091
Ritter Daniher Financial Advisory
Ohio
$13.4K -$120K -1,650 -90%
AIP
1092
Ameritas Investment Partners
Nebraska
$12.7K – – –
PB
1093
Pinnacle Bancorp
Nebraska
$12.5K +$12.5K +172 New
LFA
1094
Legend Financial Advisors
Pennsylvania
$11.3K – – –
Deutsche Bank
1095
Deutsche Bank
Germany
$11.3K – – –
AW
1096
Avion Wealth
Texas
$11K – – –
2L
1097
25 LLC
Missouri
$10.9K +$10.9K +149 New
HR
1098
Howe & Rusling
New York
$10.9K +$10.9K +150 New
PFA
1099
Pathway Financial Advisers
Indiana
$10.7K +$73 +1 +0.7%
GIA
1100
GHP Investment Advisors
Colorado
$10.3K +$10.3K +141 New
42 43
44
45 46