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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 %
KWA
301
Kingswood Wealth Advisors
California
$4.2M -$826K -9,886 -16%
CAL
302
Capital Analysts LLC
Pennsylvania
$4.09M -$33K -395 -0.8%
FHA
303
Flagship Harbor Advisors
Massachusetts
$4.04M -$45.9K -549 -1%
MIA
304
Milestone Investment Advisors
Wisconsin
$4.04M -$117K -1,404 -3%
WWM
305
Western Wealth Management
Colorado
$4.01M +$46.6K +558 +1%
GWP
306
Gateway Wealth Partners
Wisconsin
$3.99M -$156K -1,872 -4%
LPT
307
Legacy Private Trust
Wisconsin
$3.9M -$134K -1,608 -3%
FHC
308
First Heartland Consultants
Missouri
$3.85M -$225K -2,695 -6%
WCM
309
WealthBridge Capital Management
Ohio
$3.85M +$10.2K +122 +0.3%
Daiwa Securities Group
310
Daiwa Securities Group
Japan
$3.85M -$134K -1,600 -3%
GVAG
311
Great Valley Advisor Group
Delaware
$3.84M -$2.38M -28,503 -38%
BA
312
BCM Advisors
Louisiana
$3.82M -$60.5K -744 -2%
MBTD
313
Mechanics Bank - Trust Department
California
$3.77M -$432K -5,171 -10%
CB
314
Commerce Bank
Missouri
$3.75M -$202K -2,420 -5%
AFO
315
Arrowroot Family Office
California
$3.7M +$153K +1,831 +4%
RL
316
Retireful LLC
Michigan
$3.69M -$386K -4,617 -9%
SMAM
317
Sugar Maple Asset Management
Wisconsin
$3.69M +$3.69M +44,183 New
ASN
318
Advisory Services Network
Georgia
$3.68M -$696K -8,332 -16%
FCP
319
Fidelis Capital Partners
Florida
$3.67M +$2.51M +30,010 +215%
IP
320
Investment Partners
Ohio
$3.6M +$585 +7 +0%
PCIA
321
Prime Capital Investment Advisors
Kansas
$3.58M +$289K +3,457 +9%
KCM
322
KM Capital Management
Texas
$3.55M -$41.5K -497 -1%
OWA
323
One Wealth Advisors
California
$3.55M -$2.04M -24,425 -37%
BWM
324
Brown Wealth Management
Illinois
$3.53M -$112K -1,335 -3%
CI
325
CX Institutional
Indiana
$3.51M -$2.34K -28 -0.1%
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