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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
251
Cyndeo Wealth Partners
Florida
$5.66M -$310K -3,712 -5%
FM
252
Family Management
New York
$5.63M -$1.02M -12,251 -15%
GPA
253
Guerra Pan Advisors
New Jersey
$5.59M -$532K -6,361 -9%
CA
254
Cambridge Associates
Massachusetts
$5.51M – – –
KSWA
255
Kathleen S. Wright Associates
Pennsylvania
$5.45M -$145K -1,733 -3%
MG
256
Mather Group
Illinois
$5.42M -$147K -1,885 -3%
SPI
257
Santori & Peters Inc
Pennsylvania
$5.39M -$43K -515 -0.8%
BB
258
Berkshire Bank
Massachusetts
$5.37M +$274K +3,282 +5%
Franklin Resources
259
Franklin Resources
California
$5.37M -$2.8M -33,481 -34%
AF
260
Apexium Financial
Texas
$5.25M -$223K -2,663 -4%
FLA
261
Financial Life Advisors
Texas
$5.23M -$252K -3,019 -5%
AF
262
Apollon Financial
South Carolina
$5.16M +$96.8K +1,158 +2%
MLIC
263
Mandatum Life Insurance Company
Finland
$5.05M – – –
CSWG
264
Cardinal Strategic Wealth Guidance
Kentucky
$5.05M -$910K -10,885 -15%
OIM
265
Opus Investment Management
Massachusetts
$5.05M +$13K +155 +0.3%
RF
266
RHS Financial
California
$5.05M -$305K -3,644 -6%
GIS
267
Grayhawk Investment Strategies
Alberta, Canada
$5.04M -$774K -9,259 -13%
MPW
268
Monterey Private Wealth
California
$5.02M -$262K -3,139 -5%
DAS
269
Diversify Advisory Services
Utah
$5M +$5M +60,004 New
AAS
270
Ameritas Advisory Services
Nebraska
$4.97M +$1.15M +14,195 +30%
ICMARC
271
International City Management Association Retirement Corp
District of Columbia
$4.93M -$2.67M -31,988 -35%
CNB
272
Camden National Bank
Maine
$4.93M -$231K -2,767 -4%
Prudential Financial
273
Prudential Financial
New Jersey
$4.91M -$1.16M -13,898 -19%
TSWM
274
Tyler-Stone Wealth Management
Ohio
$4.83M -$222K -2,655 -4%
MWM
275
Mascoma Wealth Management
New Hampshire
$4.82M -$527K -6,306 -10%
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