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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 %
AFC
126
Adaptive Financial Consulting
Ohio
$16.9M +$277K +3,807 +2%
OPAM
127
Ocean Park Asset Management
California
$16.9M +$16.9M +232,700 New
TWC
128
TD Waterhouse Canada
Ontario, Canada
$16.9M +$4.81M +61,532 +40%
Creative Planning
129
Creative Planning
Kansas
$16.9M -$453K -6,231 -3%
MWM
130
Moran Wealth Management
Florida
$16.6M -$2.34M -32,113 -12%
FANJ
131
Financial Architects (New Jersey)
New Jersey
$16.3M -$287K -3,948 -2%
TCM
132
TD Capital Management
Tennessee
$16.2M -$190K -2,617 -1%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$16.1M +$1.38M +18,916 +9%
SGI
134
Summit Global Investments
Utah
$15.3M +$7.5M +103,044 +96%
VA
135
Valmark Advisers
Ohio
$15.3M -$385K -5,293 -2%
FWM
136
FFT Wealth Management
Pennsylvania
$15.1M – – –
RPCA
137
Running Point Capital Advisors
California
$15M +$2.69K +37 +0%
SMG
138
Smart Money Group
Texas
$14.9M -$141K -1,913 -0.9%
IWMWV
139
Ironwood Wealth Management (West Virginia)
West Virginia
$14.8M -$114K -1,556 -0.8%
MWM
140
McNaughton Wealth Management
California
$14.7M +$180K +2,474 +1%
AAP
141
Arax Advisory Partners
Colorado
$14.7M +$456K +6,274 +3%
FFBTD
142
First Financial Bank - Trust Division
Ohio
$14.6M -$692K -9,512 -5%
KL
143
KWMG LLC
Kansas
$14.5M +$410K +5,640 +3%
AI
144
Atria Investments
North Carolina
$14.3M +$5.04M +69,300 +54%
CS
145
Comerica Securities
Michigan
$14.1M +$937K +12,881 +7%
SWM
146
Spire Wealth Management
Virginia
$13.5M +$3.32M +45,577 +32%
AMR
147
Asset Management Resources
Massachusetts
$13.5M +$257K +3,539 +2%
Barclays
148
Barclays
United Kingdom
$13.5M +$8.5M +116,874 +171%
DWM
149
Dakota Wealth Management
Florida
$13.4M -$8.81M -121,146 -40%
IB
150
Intrust Bank
Kansas
$13.4M +$221K +3,032 +2%
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