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iShares MSCI USA Small-Cap Min Vol Factor ETF
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124 hedge funds and large institutions have $236M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

2.36% more ownership

Funds ownership: 75.02% → 77.39% (+2.4%)

2% more funds holding

Funds holding: 122 → 124 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $245M → $236M (-$9M)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
32
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.59M
2
JP Morgan Chase
JP Morgan Chase
New York
+$2.99M
3
IAA
Independent Advisor Alliance
North Carolina
+$1.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$893K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$621K

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.01M
2
Two Sigma Investments
Two Sigma Investments
New York
-$6.22M
3
WMR
Wealth Management Resources
Rhode Island
-$2.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.29M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
126
Two Sigma Investments
New York
– -$6.22M -152,500 Closed
Jane Street
127
Jane Street
New York
– -$523K -12,807 Closed
CSS
128
Cubist Systematic Strategies
Connecticut
– -$344K -8,429 Closed
FPAS
129
Focus Partners Advisor Solutions
Missouri
– -$300K -7,358 Closed
Citigroup
130
Citigroup
New York
– -$59.5K -1,459 Closed
JIP
131
Jaffetilchin Investment Partners
Florida
– -$51.1K -1,253 Closed
ATS
132
Ashton Thomas Securities
New York
– -$44.6K -1,094 Closed
BCWM
133
Bartlett & Co Wealth Management
Ohio
– -$3.26K -80 Closed
BTI
134
Blue Trust Inc
Georgia
– -$2.42K -65 Closed
GSEP
135
Golden State Equity Partners
California
– -$1.47K -36 Closed
ACA
136
American Capital Advisory
Idaho
– -$653 -16 Closed
2 3 4 5
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