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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 %
AWM
1176
Axxcess Wealth Management
California
– -$215K -2,987 Closed
PFG
1177
Peterson Financial Group
Iowa
– -$206K -2,858 Closed
HWM
1178
Hohimer Wealth Management
Washington
– -$206K -2,851 Closed
GSWM
1179
Greenup Street Wealth Management
Michigan
– -$203K -2,809 Closed
RIA
1180
Realta Investment Advisors
Delaware
– -$137K -1,900 Closed
RBC
1181
Romano Brothers & Co
Illinois
– -$124K -1,725 Closed
LFA
1182
LGT Financial Advisors
Texas
– -$104K -1,443 Closed
FA
1183
Fiduciary Alliance
South Carolina
– -$95.7K -1,327 Closed
AWM
1184
Activest Wealth Management
Florida
– -$83.9K -1,307 Closed
DIP
1185
DT Investment Partners
Pennsylvania
– -$77.4K -1,074 Closed
LTI
1186
Laffer Tengler Investments
Tennessee
– -$75K -1,040 Closed
ZIG
1187
Zullo Investment Group
Pennsylvania
– -$70.1K -972 Closed
CTB
1188
Country Trust Bank
Illinois
– -$46.5K -645 Closed
CMA
1189
Cedar Mountain Advisors
Oregon
– -$30.1K -417 Closed
MS
1190
Madden Securities
Texas
– -$29.4K -408 Closed
CAS
1191
Coppell Advisory Solutions
Texas
– -$21.4K -297 Closed
CASC
1192
Coppell Advisory Solutions Corp
Texas
– -$21.4K -297 Closed
NSB
1193
Norway Savings Bank
Maine
– -$17.4K -242 Closed
Jones Financial Companies
1194
Jones Financial Companies
Missouri
– -$15K -214 Closed
GMA
1195
Glassy Mountain Advisors
Maryland
– -$11.5K -159 Closed
MPCL
1196
My Personal CFO LLC
Washington
– -$9.52K -132 Closed
GG
1197
Gleason Group
Kentucky
– -$7.38K -102 Closed
SFG
1198
Steward Financial Group
Texas
– -$4K -65 Closed
GGI
1199
Godsey & Gibb Inc
Virginia
– -$4.47K -62 Closed
EE
1200
EWG Elevate
California
– -$4.25K -59 Closed
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