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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 %
NC
1126
NewSquare Capital
Pennsylvania
$4.27K – – –
M
1127
MOTCO
Texas
$3.84K +$1.09K +15 +39%
BWS
1128
Buck Wealth Strategies
Colorado
$3.33K +$3.33K +46 New
JWM
1129
Janiczek Wealth Management
Colorado
$3.11K +$3.11K +43 New
NCM
1130
Northwest Capital Management
Oregon
$3.11K – – –
IRC
1131
Investors Research Corp
Georgia
$2.97K – – –
OA
1132
Operose Advisors
Wisconsin
$2.82K – – –
LF
1133
Lee Financial
Texas
$2.05K -$31.4K -429 -94%
TWP
1134
TFO Wealth Partners
Ohio
$2.01K – – –
CA
1135
Centerpoint Advisors
Massachusetts
$2K – – –
PAI
1136
Pittenger & Anderson Inc
Nebraska
$1.23K – – –
NL
1137
NVWM LLC
Pennsylvania
$728 +$728 +10 New
CIM
1138
Contravisory Investment Management
Massachusetts
$507 +$507 +7 New
RAM
1139
Riggs Asset Management
Pennsylvania
$507 +$507 +7 New
FCAS
1140
First Command Advisory Services
Texas
$507 +$507 +7 New
SWM
1141
Sanctuary Wealth Management
Idaho
$290 – – –
SWA
1142
Sutton Wealth Advisors
Florida
$290 +$290 +4 New
MAWA
1143
Moss Adams Wealth Advisors
Washington
$251 – – –
Macquarie Group
1144
Macquarie Group
Australia
$26 +$26 +367 New
BCM
1145
BlueCrest Capital Management
Jersey
– -$48.2M -648,845 Closed
Russell Investments Group
1146
Russell Investments Group
United Kingdom
– -$34.5M -464,056 Closed
DLIC
1147
Daido Life Insurance Company
Japan
– -$28.9M -389,365 Closed
S
1148
SimplyRich
California
– -$13.6M -182,412 Closed
PG
1149
Prostatis Group
Maryland
– -$588K -130,153 Closed
BAM
1150
BTS Asset Management
Massachusetts
– -$8.39M -112,941 Closed
44 45
46
47 48