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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,180 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 353 increasing their positions, 539 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
17.07%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.3%
New
95
Increased
353
Reduced
539
Closed
57
Calls
$831K
Puts
$2.47M
Net Calls
-$1.63M
Net Calls Change
+$5.71M

Top Buyers

1
HI
Horizon Investments
North Carolina
$172M
2
Russell Investments Group
Russell Investments Group
United Kingdom
$70M
3
Morgan Stanley
Morgan Stanley
New York
$1.99B
4
OPAM
Ocean Park Asset Management
California
$59.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$123M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$936M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$83.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$318M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$28.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
276
Kingswood Wealth Advisors
California
$4.85M -$1.26M -13,779 -21%
CAG
277
Crestwood Advisors Group
Massachusetts
$4.83M -$428K -4,685 -8%
AWG
278
Altus Wealth Group
Colorado
$4.77M -$684K -7,487 -13%
CWP
279
CFM Wealth Partners
Texas
$4.77M +$92.9K +1,017 +2%
MWM
280
McNaughton Wealth Management
California
$4.74M +$112K +1,223 +2%
CWM
281
Cordatus Wealth Management
Pennsylvania
$4.74M -$3.47K -38 -0.1%
RRA
282
Round Rock Advisors
Connecticut
$4.73M -$23.3K -255 -0.5%
BCI
283
Brinker Capital Investments
Pennsylvania
$4.71M -$470K -5,147 -9%
OPS
284
Orion Portfolio Solutions
Nebraska
$4.71M -$470K -5,147 -9%
AWA
285
Acorn Wealth Advisors
Michigan
$4.69M +$126K +1,381 +3%
IFWM
286
Institute for Wealth Management
Colorado
$4.68M +$3.89M +42,595 +489%
VWWMG
287
Vermillion & White Wealth Management Group
Pennsylvania
$4.67M +$3.22M +35,287 +223%
MPW
288
Monterey Private Wealth
California
$4.63M -$210K -2,299 -4%
BC
289
Bowman & Company
Wisconsin
$4.63M -$224K -2,452 -5%
CSWG
290
Cardinal Strategic Wealth Guidance
Kentucky
$4.6M -$868K -9,504 -16%
FT
291
Fiduciary Trust
Massachusetts
$4.49M -$348K -3,814 -7%
JSW
292
Journey Strategic Wealth
New Jersey
$4.48M +$765K +8,379 +21%
GWP
293
Gateway Wealth Partners
Wisconsin
$4.46M -$111K -1,221 -2%
WCM
294
WealthBridge Capital Management
Ohio
$4.43M +$121K +1,326 +3%
MIA
295
Milestone Investment Advisors
Wisconsin
$4.37M +$14.7K +161 +0.3%
GLA
296
Good Life Advisors
Pennsylvania
$4.37M +$2.88M +31,596 +195%
MBT
297
Montecito Bank & Trust
California
$4.37M +$239K +2,616 +6%
CAM
298
Cozad Asset Management
Illinois
$4.31M -$168K -1,841 -4%
RCS
299
Retirement Capital Strategies
California
$4.31M +$4.31M +47,201 New
FM
300
Family Management
New York
$4.29M -$1.7M -18,566 -28%
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