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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 %
MA
276
Mutual Advisors
Nebraska
$4.79M -$543K -6,493 -10%
SG Americas Securities
277
SG Americas Securities
New York
$4.79M +$3.57M +42,659 +292%
Goldman Sachs
278
Goldman Sachs
New York
$4.71M -$8.64M -103,334 -65%
Corient Private Wealth
279
Corient Private Wealth
Florida
$4.68M -$339K -4,050 -7%
HWA
280
HHM Wealth Advisors
Tennessee
$4.61M -$121K -1,442 -3%
FTUS
281
Flow Traders U.S.
New York
$4.61M +$4.61M +55,168 New
TC
282
Tacita Capital
Ontario, Canada
$4.59M -$277K -3,310 -6%
SWM
283
Spire Wealth Management
Virginia
$4.56M -$585K -7,002 -11%
BC
284
Bowman & Company
Wisconsin
$4.54M -$212K -2,542 -4%
FCBT
285
First Citizens Bank & Trust
North Carolina
$4.51M -$1.9M -22,784 -30%
KIG
286
Kennedy Investment Group
New Jersey
$4.49M +$183K +2,194 +4%
RRA
287
Round Rock Advisors
Connecticut
$4.49M -$185K -2,214 -4%
IA
288
Inspire Advisors
Idaho
$4.49M +$4.22M +50,458 +1,554%
MWM
289
Modern Wealth Management
Kansas
$4.48M -$35.4K -423 -0.8%
MOS
290
MGO One Seven
Ohio
$4.43M +$1.8M +21,562 +68%
FT
291
Fiduciary Trust
Massachusetts
$4.43M -$210K -2,511 -5%
JWBC
292
John W. Brooker & Co
California
$4.38M -$2.31M -27,645 -35%
CWM
293
Cordatus Wealth Management
Pennsylvania
$4.37M +$25.8K +309 +0.6%
TF
294
Tompkins Financial
New York
$4.34M -$1.02M -12,152 -19%
AWA
295
Acorn Wealth Advisors
Michigan
$4.34M -$1.59K -19 -0%
HC
296
Hoese & Co
Minnesota
$4.34M -$56.6K -695 -1%
CWP
297
CFM Wealth Partners
Texas
$4.3M -$44.1K -528 -1%
MWM
298
McNaughton Wealth Management
California
$4.23M -$131K -1,573 -3%
CAM
299
Cozad Asset Management
Illinois
$4.21M -$108K -1,298 -3%
MBT
300
Montecito Bank & Trust
California
$4.21M -$1.49M -17,790 -26%
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