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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,271 hedge funds and large institutions have $16.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 338 increasing their positions, 527 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
+91
Holders Change %
+7.71%
% of All Funds
16.92%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.09%
New
180
Increased
338
Reduced
527
Closed
61
Calls
$622K
Puts
$3.01M
Net Calls
-$2.39M
Net Calls Change
-$754K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$99.4M
2
LMIM
Lockheed Martin Investment Management
Maryland
$62.8M
3
MCM
MAI Capital Management
Ohio
$45.4M
4
LPL Financial
LPL Financial
California
$505M
5
SFA
Sequoia Financial Advisors
Ohio
$25.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.48B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$548M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.04B
4
HI
Horizon Investments
North Carolina
$60.8M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
276
Cordatus Wealth Management
Pennsylvania
$4.57M -$36.3K -409 -0.8%
WCM
277
WealthBridge Capital Management
Ohio
$4.49M +$186K +2,092 +4%
RRA
278
Round Rock Advisors
Connecticut
$4.47M -$134K -1,508 -3%
TC
279
TownSquare Capital
Utah
$4.46M -$513K -5,781 -10%
WWM
280
Western Wealth Management
Colorado
$4.45M +$295K +3,320 +7%
AWA
281
Acorn Wealth Advisors
Michigan
$4.38M -$177K -1,997 -4%
PBF
282
Petix & Botte Financial
California
$4.38M -$1.45M -16,378 -25%
MPW
283
Monterey Private Wealth
California
$4.37M -$128K -1,439 -3%
GWP
284
Gateway Wealth Partners
Wisconsin
$4.36M +$24.4K +275 +0.6%
JSW
285
Journey Strategic Wealth
New Jersey
$4.35M -$10.5K -118 -0.2%
FT
286
Fiduciary Trust
Massachusetts
$4.32M -$43.8K -493 -1%
AWG
287
Altus Wealth Group
Colorado
$4.3M -$342K -3,853 -7%
MIA
288
Milestone Investment Advisors
Wisconsin
$4.23M -$20.8K -234 -0.5%
MBT
289
Montecito Bank & Trust
California
$4.18M -$61.7K -695 -1%
FHA
290
Flagship Harbor Advisors
Massachusetts
$4.18M +$19.4K +219 +0.5%
CAM
291
Cozad Asset Management
Illinois
$4.13M -$66.9K -754 -2%
GVAG
292
Great Valley Advisor Group
Delaware
$4.08M +$44.8K +505 +1%
FFN
293
Focus Financial Network
Minnesota
$4.04M +$12.3K +139 +0.3%
FA
294
Forefront Analytics
Pennsylvania
$4.02M +$2.98M +33,520 +284%
SMAM
295
Sugar Maple Asset Management
Wisconsin
$4.02M -$70.9K -798 -2%
RSF
296
Rik Saylor Financial
Ohio
$4.02M +$4.02M +45,222 New
AFG
297
Arkansas Financial Group
Arkansas
$4.01M -$27.6K -311 -0.7%
HWA
298
HHM Wealth Advisors
Tennessee
$3.96M -$43.1K -485 -1%
BC
299
Bowman & Company
Wisconsin
$3.96M -$541K -6,096 -12%
LPT
300
Legacy Private Trust
Wisconsin
$3.9M -$147K -1,651 -4%
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