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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 %
HC
301
Hoese & Co
Minnesota
$3.86M -$62.2K -701 -2%
KFGK
302
Keystone Financial Group (Kentucky)
Kentucky
$3.85M +$311K +3,495 +9%
CSWG
303
Cardinal Strategic Wealth Guidance
Kentucky
$3.84M -$625K -7,036 -14%
IA
304
IFG Advisory
Georgia
$3.83M -$2.13M -23,938 -36%
IP
305
Investment Partners
Ohio
$3.81M -$13.7K -154 -0.4%
CB
306
Commerce Bank
Missouri
$3.77M -$91K -1,025 -2%
GWSG
307
GPS Wealth Strategies Group
Colorado
$3.74M -$23.5K -265 -0.6%
FCP
308
Fidelis Capital Partners
Florida
$3.72M – – –
MNA
309
Manning & Napier Advisors
New York
$3.65M -$11.2M -125,830 -75%
ATPW
310
Ashton Thomas Private Wealth
Arizona
$3.65M +$3.65M +41,086 New
Pathstone Holdings
311
Pathstone Holdings
New Jersey
$3.64M +$2.49M +28,000 +215%
AWM
312
Aries Wealth Management
Maine
$3.61M -$4.88K -55 -0.1%
HFRG
313
Houlihan Financial Resource Group
Virginia
$3.6M +$5.77K +65 +0.2%
MWA
314
Muirfield Wealth Advisors
North Carolina
$3.6M -$82.7K -931 -2%
Daiwa Securities Group
315
Daiwa Securities Group
Japan
$3.54M -$66.6K -750 -2%
BOPW
316
Brandywine Oak Private Wealth
Pennsylvania
$3.52M -$99.8K -1,124 -3%
MBTD
317
Mechanics Bank - Trust Department
California
$3.51M -$67.5K -760 -2%
ACM
318
Absolute Capital Management
Pennsylvania
$3.51M +$519K +5,849 +17%
CA
319
CGN Advisors
Kansas
$3.5M +$3.11K +35 +0.1%
SPIA
320
Strategic Point Investment Advisors
Rhode Island
$3.49M -$52K -586 -1%
ASN
321
Advisory Services Network
Georgia
$3.48M +$237K +2,674 +7%
GIS
322
Grayhawk Investment Strategies
Alberta, Canada
$3.48M +$3.48M +39,154 New
CCA
323
Cora Capital Advisors
New Jersey
$3.43M -$48.7K -549 -1%
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.43M +$561K +6,316 +20%
CI
325
CX Institutional
Indiana
$3.43M -$252K -2,839 -7%
11 12
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