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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 %
BNP Paribas Financial Markets
1076
BNP Paribas Financial Markets
France
$33.6K – – –
VNA
1077
Valley National Advisers
Pennsylvania
$33K – – –
FP
1078
Financial Perspectives
Minnesota
$33K +$651 +9 +2%
LIA
1079
Luken Investment Analytics
Tennessee
$30.8K – – –
CWC
1080
Carolinas Wealth Consulting
North Carolina
$29.1K +$11.8K +165 +69%
FPFS
1081
First Personal Financial Services
North Carolina
$29K – – –
EBA
1082
Eagle Bay Advisors
New York
$29K – – –
MPWT
1083
MassMutual Private Wealth & Trust
Connecticut
$28.5K +$5.14K +71 +22%
JFG
1084
JDM Financial Group
Texas
$27.7K – – –
MTIC
1085
Missouri Trust & Investment Company
Missouri
$27K – – –
CIR
1086
Clear Investment Research
Georgia
$25.7K +$72 +1 +0.3%
GIA
1087
GHP Investment Advisors
Colorado
$25.5K -$9.48K -130 -27%
KC
1088
Kenfarb & Co
Kentucky
$25.4K – – –
IHWM
1089
Iron Horse Wealth Management
Iowa
$23.8K +$8.18K +113 +52%
Kayne Anderson Rudnick Investment Management
1090
Kayne Anderson Rudnick Investment Management
California
$23.6K – – –
MA
1091
MCF Advisors
Kentucky
$21.5K – – –
CAS
1092
Coppell Advisory Solutions
Texas
$21.4K +$3.25K +45 +18%
DWA
1093
Delos Wealth Advisors
Texas
$21K +$12.7K +169 +152%
CA
1094
Crewe Advisors
Utah
$19.6K – – –
HWP
1095
Highline Wealth Partners
California
$19.4K +$19.4K +268 New
MFT
1096
Moisand Fitzgerald Tamayo
Florida
$18.1K -$2.82K -39 -13%
VWM
1097
Valley Wealth Managers
New Jersey
$14.6K +$14.6K +202 New
IWP
1098
IAG Wealth Partners
Wisconsin
$14.2K -$29.7K -410 -68%
CFB
1099
Cullen/Frost Bankers
Texas
$14K +$14K +194 New
BWL
1100
Bogart Wealth LLC
Virginia
$13.5K – – –
42 43
44
45 46