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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 %
FH
1151
FWG Holdings
Florida
– -$730K -10,127 Closed
NCM
1152
NCM Capital Management
New Jersey
– -$728K -10,092 Closed
EPP
1153
ETF Portfolio Partners
Kansas
– -$508K -7,040 Closed
GA
1154
Greytown Advisors
Florida
– -$506K -7,016 Closed
CAMV
1155
Concord Asset Management (Virginia)
Virginia
– -$499K -6,918 Closed
RCM
1156
Radnor Capital Management
Pennsylvania
– -$463K -6,211 Closed
OCM
1157
One Capital Management
California
– -$432K -5,994 Closed
MWA
1158
Monograph Wealth Advisors
California
– -$333K -4,621 Closed
NCM
1159
Novare Capital Management
North Carolina
– -$325K -4,508 Closed
CWA
1160
Capital Wealth Alliance
Arizona
– -$311K -4,317 Closed
SQA
1161
Simon Quick Advisors
New Jersey
– -$291K -4,039 Closed
MHB
1162
Midwest Heritage Bank
Iowa
– -$287K -3,986 Closed
OPA
1163
Old Port Advisors
Maine
– -$285K -3,946 Closed
CWM
1164
Congress Wealth Management
Massachusetts
– -$279K -3,869 Closed
MAM
1165
Madison Asset Management
Wisconsin
– -$272K -3,773 Closed
HKIMG
1166
Hutchens & Kramer Investment Management Group
Indiana
– -$270K -3,742 Closed
GSAM
1167
Grant Street Asset Management
Pennsylvania
– -$268K -3,716 Closed
CF
1168
Clarity Financial
Texas
– -$258K -3,572 Closed
FI
1169
Financial Insights
Washington
– -$249K -3,453 Closed
WWM
1170
WJ Wealth Management
Arizona
– -$244K -3,390 Closed
AA
1171
Alesco Advisors
New York
– -$242K -3,350 Closed
HCM
1172
Hengehold Capital Management
Ohio
– -$241K -3,347 Closed
CB
1173
Cadence Bank
Mississippi
– -$241K -3,338 Closed
LRWA
1174
Long Run Wealth Advisors
New York
– -$237K -3,283 Closed
BO
1175
Bank OZK
Arkansas
– -$223K -3,094 Closed
45 46
47
48 49