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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 %
MBFW
1126
Morton Brown Family Wealth
Pennsylvania
$582 +$582 +8 New
AC
1127
Allstate Corporation
Illinois
– -$309M -4,280,000 Closed
TWA
1128
Tillar-Wenstrup Advisors
Ohio
– -$19.8M -274,670 Closed
Russell Investments Group
1129
Russell Investments Group
United Kingdom
– -$11.8M -163,376 Closed
SEM
1130
Strategic Equity Management
Arizona
– -$10.8M -150,353 Closed
HF
1131
HRT Financial
New York
– -$9.9M -137,305 Closed
GI
1132
Glovista Investments
New Jersey
– -$9.29M -128,790 Closed
IWA
1133
IBEX Wealth Advisors
New Jersey
– -$5.2M -72,052 Closed
TSA
1134
Tri-Star Advisors
Texas
– -$4.16M -56,760 Closed
MW
1135
MBL Wealth
North Carolina
– -$3.98M -55,227 Closed
BPCE
1136
Bank Pictet & Cie (Europe)
Germany
– -$3.38M -46,935 Closed
ASFA
1137
All Season Financial Advisors
Colorado
– -$3.07M -42,550 Closed
WG
1138
Winton Group
United Kingdom
– -$2.85M -39,539 Closed
OMC
1139
Old Mission Capital
Illinois
– -$2.33M -32,299 Closed
Lazard Asset Management
1140
Lazard Asset Management
New York
– -$2.12M -29,367 Closed
FTUS
1141
Flow Traders U.S.
New York
– -$1.64M -22,712 Closed
Renaissance Technologies
1142
Renaissance Technologies
New York
– -$1.57M -21,700 Closed
TRCT
1143
Tower Research Capital (TRC)
New York
– -$1.29M -17,826 Closed
CC
1144
Callan Capital
California
– -$1.1M -15,260 Closed
BCP
1145
Blackhawk Capital Partners
Wisconsin
– -$1.03M -14,235 Closed
CCFM
1146
Clear Creek Financial Management
Washington
– -$979K -13,584 Closed
SG
1147
StoneX Group
New York
– -$925K -12,824 Closed
Susquehanna International Group
1148
Susquehanna International Group
Pennsylvania
– -$908K -12,590 Closed
Marshall Wace
1149
Marshall Wace
United Kingdom
– -$829K -11,500 Closed
ECML
1150
Eagle Capital Management (Louisiana)
Louisiana
– -$737K -10,215 Closed
44 45
46
47 48