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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,153 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 278 increasing their positions, 594 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
16.77%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.29%
New
92
Increased
278
Reduced
594
Closed
86
Calls
$1.23M
Puts
$8.57M
Net Calls
-$7.35M
Net Calls Change
+$30.8M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$479M
3
APF
Alaska Permanent Fund
Alaska
$416M
4
SP
Symmetry Partners
Connecticut
$64.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$824M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$417M
3
Bank of America
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMAM
301
Sugar Maple Asset Management
Wisconsin
$3.79M +$84K +1,001 +2%
FCP
302
Fidelis Capital Partners
Florida
$3.75M -$4.62K -54 -0.1%
CAL
303
Capital Analysts LLC
Pennsylvania
$3.75M -$360K -4,292 -9%
IA
304
Inspire Advisors
Idaho
$3.71M -$801K -9,537 -18%
ELI
305
Empire Life Investments
Ontario, Canada
$3.69M +$764K +9,100 +26%
GWSG
306
GPS Wealth Strategies Group
Colorado
$3.68M -$5.33M -63,524 -59%
CB
307
Commerce Bank
Missouri
$3.65M -$116K -1,383 -3%
IP
308
Investment Partners
Ohio
$3.62M +$4.37K +52 +0.1%
GRP
309
Global Retirement Partners
California
$3.55M +$266K +3,168 +8%
GIS
310
Grayhawk Investment Strategies
Alberta, Canada
$3.54M -$1.53M -18,167 -30%
BWM
311
Brown Wealth Management
Illinois
$3.5M -$40.3K -480 -1%
CI
312
CX Institutional
Indiana
$3.5M -$27.5K -327 -0.8%
Daiwa Securities Group
313
Daiwa Securities Group
Japan
$3.48M -$384K -4,570 -10%
MBTD
314
Mechanics Bank - Trust Department
California
$3.46M -$324K -3,861 -9%
MWA
315
Muirfield Wealth Advisors
North Carolina
$3.46M +$93.3K +1,111 +3%
BOPW
316
Brandywine Oak Private Wealth
Pennsylvania
$3.45M -$73.8K -879 -2%
BTWM
317
Brass Tax Wealth Management
Ohio
$3.43M -$18.1K -215 -0.5%
JSW
318
Journey Strategic Wealth
New Jersey
$3.42M +$63.1K +751 +2%
CCA
319
Cora Capital Advisors
New Jersey
$3.42M -$85.9K -1,023 -2%
HFRG
320
Houlihan Financial Resource Group
Virginia
$3.4M -$840 -10 -0%
AWM
321
Aries Wealth Management
Maine
$3.39M +$190K +2,264 +6%
SG Americas Securities
322
SG Americas Securities
New York
$3.37M -$1.43M -17,092 -30%
PCIA
323
Prime Capital Investment Advisors
Kansas
$3.33M -$263K -3,136 -7%
Natixis Advisors
324
Natixis Advisors
Massachusetts
$3.27M +$2.1M +24,991 +179%
GC
325
GFG Capital
Florida
$3.27M -$55.2K -658 -2%
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