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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 %
GKWIM
176
Gerber Kawasaki Wealth & Investment Management
California
$10.9M +$5.24K +72 +0%
TWM
177
Trinity Wealth Management
Pennsylvania
$10.6M +$415K +5,702 +4%
ACM
178
Armbruster Capital Management
New York
$10.5M +$366K +5,025 +4%
MFA
179
Mayflower Financial Advisors
Massachusetts
$10.3M +$658K +9,043 +7%
EW
180
Enzi Wealth
Texas
$10.3M +$4.58M +61,856 +80%
GWAG
181
Garrett Wealth Advisory Group
Texas
$10.3M -$127K -1,750 -1%
VF
182
VitalStone Financial
Texas
$10.2M +$10.2M +125,952 +114,502%
CW
183
CreativeOne Wealth
Kansas
$10.2M -$1.17M -16,118 -10%
FCAM
184
First Citizens Asset Management
North Carolina
$10.2M -$8.47M -116,425 -45%
PA
185
PSI Advisors
Florida
$9.93M +$924K +12,702 +10%
PCFFS
186
Pacific Center for Financial Services
California
$9.8M +$9.8M +134,763 New
WLPWM
187
Walled Lake Planning & Wealth Management
Illinois
$9.74M +$483K +6,636 +5%
Prudential Financial
188
Prudential Financial
New Jersey
$9.66M +$2.71M +37,256 +39%
CAM
189
Cresset Asset Management
Illinois
$9.32M -$202K -2,781 -2%
AF
190
Allworth Financial
California
$9.28M +$4.27M +58,662 +85%
BC
191
Bowman & Company
Wisconsin
$9.18M -$616K -8,466 -6%
BC
192
Barrett & Company
Rhode Island
$9.17M +$36.7K +504 +0.4%
HGWM
193
Horst & Graben Wealth Management
Oregon
$9.15M +$5.07M +69,698 +124%
MA
194
Modus Advisors
Minnesota
$9.03M -$48.2K -663 -0.5%
AA
195
Ancora Advisors
Ohio
$9.03M +$225K +3,091 +3%
M1FG
196
Mach-1 Financial Group
Arkansas
$8.97M +$8.97M +123 New
CFO
197
Custos Family Office
Texas
$8.84M +$1.48M +20,284 +20%
AL
198
Aspiriant LLC
California
$8.82M -$1.7M -23,347 -16%
WMR
199
Wealth Management Resources
Rhode Island
$8.78M +$185K +2,544 +2%
FEG
200
Financial Enhancement Group
Indiana
$8.69M +$2.13M +29,315 +32%
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