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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 %
NMG
1101
New Millennium Group
Utah
$9.97K – – –
RWM
1102
Ruedi Wealth Management
Illinois
$9.67K +$9.67K +133 New
GI
1103
Gradient Investments
Minnesota
$9.24K -$210K -2,886 -96%
BFPW
1104
BOK Financial Private Wealth
Colorado
$8.95K -$16.8K -231 -65%
First Manhattan
1105
First Manhattan
New York
$8.95K – – –
EI
1106
Ellevest Inc
New York
$8.51K – – –
BBPWM
1107
Blue Bell Private Wealth Management
Pennsylvania
$8.15K – – –
DWA
1108
Delos Wealth Advisors
Texas
$8.08K – – –
FGAM
1109
Financial Gravity Asset Management
Texas
$7.55K +$7.55K +28,475 New
SSB
1110
Sandy Spring Bank
Maryland
$7.27K – – –
TAM
1111
Tucker Asset Management
Colorado
$6.91K +$3.93K +54 +132%
AWM
1112
AllSquare Wealth Management
New York
$6.4K +$364 +5 +6%
EWM
1113
EPG Wealth Management
Georgia
$6.04K +$218 +3 +4%
CCA
1114
Column Capital Advisors
Indiana
$5.53K – – –
IRC
1115
Investors Research Corp
Georgia
$2.98K – – –
OA
1116
Operose Advisors
Wisconsin
$2.84K – – –
AWM
1117
Accel Wealth Management
Iowa
$2.62K – – –
JMF
1118
Johnson Midwest Financial
Iowa
$2.18K +$2.18K +30 New
CA
1119
Centerpoint Advisors
Massachusetts
$2K – – –
TWP
1120
TFO Wealth Partners
Ohio
$1.96K -$23.3K -320 -92%
TC
1121
Truvestments Capital
Florida
$1.31K – – –
PAI
1122
Pittenger & Anderson Inc
Nebraska
$1.24K – – –
MWC
1123
MBM Wealth Consultants
Missouri
$1K – – –
MAWA
1124
Moss Adams Wealth Advisors
Washington
$946 -$437 -6 -32%
BHWM
1125
Beaird Harris Wealth Management
Texas
$893 – – –
43 44
45
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