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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.86%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.78B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$710M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$623M
5
VI
Vestcor Inc
New Brunswick, Canada
$61.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
3
Bank of America
Bank of America
North Carolina
$2.68B
4
Osaic Holdings
Osaic Holdings
Arizona
$150M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
276
Allworth Financial
California
$5.13M -$885K -11,346 -15%
FLA
277
Financial Life Advisors
Texas
$5.12M -$1.79M -22,912 -26%
AF
278
Apexium Financial
Texas
$5.11M -$179K -2,291 -3%
PBF
279
Petix & Botte Financial
California
$5.1M +$36.9K +473 +0.7%
SPI
280
Santori & Peters Inc
Pennsylvania
$5.07M -$137K -1,761 -3%
TF
281
Tompkins Financial
New York
$5M +$939K +12,037 +23%
RF
282
RHS Financial
California
$5M -$46.2K -592 -0.9%
BTI
283
Blue Trust Inc
Georgia
$4.99M -$2.08M -28,785 -29%
MWM
284
Mascoma Wealth Management
New Hampshire
$4.99M -$280K -3,588 -5%
MA
285
Mutual Advisors
Nebraska
$4.98M +$85.9K +1,101 +2%
MPW
286
Monterey Private Wealth
California
$4.93M -$602K -7,710 -11%
AC
287
AlphaCore Capital
California
$4.91M +$56.1K +719 +1%
TC
288
TownSquare Capital
Utah
$4.9M -$911K -11,680 -16%
SWM
289
Spire Wealth Management
Virginia
$4.89M -$13.6M -170,787 -74%
Macquarie Group
290
Macquarie Group
Australia
$4.88M +$4.86M +62,221 +16,954%
SB
291
Strategic Blueprint
Georgia
$4.85M -$1.81M -23,218 -27%
CNB
292
Camden National Bank
Maine
$4.82M +$171K +2,188 +4%
BB
293
Berkshire Bank
Massachusetts
$4.76M +$599K +7,676 +14%
AF
294
Apollon Financial
South Carolina
$4.72M +$4.72M +60,539 New
MLIC
295
Mandatum Life Insurance Company
Finland
$4.72M – – –
TSWM
296
Tyler-Stone Wealth Management
Ohio
$4.71M -$93.2K -1,195 -2%
OIM
297
Opus Investment Management
Massachusetts
$4.7M +$12K +154 +0.3%
KWA
298
Kingswood Wealth Advisors
California
$4.69M +$2.43M +31,142 +108%
Corient Private Wealth
299
Corient Private Wealth
Florida
$4.69M +$2.17M +27,757 +86%
TC
300
Tacita Capital
Ontario, Canada
$4.54M -$1.49M -19,090 -25%
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