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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.86%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.78B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$710M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$623M
5
VI
Vestcor Inc
New Brunswick, Canada
$61.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
3
Bank of America
Bank of America
North Carolina
$2.68B
4
Osaic Holdings
Osaic Holdings
Arizona
$150M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
326
Kennedy Investment Group
New Jersey
$4.02M +$109K +1,391 +3%
CFGS
327
Concourse Financial Group Securities
Alabama
$3.99M -$2.3M -29,448 -37%
WIA
328
World Investment Advisors
California
$3.94M -$440K -5,643 -10%
MBTD
329
Mechanics Bank - Trust Department
California
$3.92M -$242K -3,095 -6%
EFG
330
Ethos Financial Group
Pennsylvania
$3.92M -$166K -2,132 -4%
HGWM
331
Horst & Graben Wealth Management
Oregon
$3.9M -$4.5M -57,637 -54%
MIA
332
Milestone Investment Advisors
Wisconsin
$3.88M -$726K -9,302 -16%
GWP
333
Gateway Wealth Partners
Wisconsin
$3.87M -$507K -6,495 -12%
CAL
334
Capital Analysts LLC
Pennsylvania
$3.85M -$271K -3,474 -7%
BA
335
BCM Advisors
Louisiana
$3.83M -$146K -1,820 -4%
FHA
336
Flagship Harbor Advisors
Massachusetts
$3.81M +$30.4K +390 +0.8%
RL
337
Retireful LLC
Michigan
$3.81M +$3.81M +48,826 New
FHC
338
First Heartland Consultants
Missouri
$3.8M -$369K -4,729 -9%
CWS
339
Cypress Wealth Services
California
$3.77M -$1.97M -25,290 -34%
LPT
340
Legacy Private Trust
Wisconsin
$3.77M -$750K -9,614 -17%
AAS
341
Ameritas Advisory Services
Nebraska
$3.74M -$3.48M -43,743 -48%
KWM
342
Keebeck Wealth Management
Illinois
$3.72M -$353K -4,518 -9%
Daiwa Securities Group
343
Daiwa Securities Group
Japan
$3.72M +$40.6K +520 +1%
SW
344
SteelPeak Wealth
California
$3.71M -$1.42M -18,175 -28%
WWM
345
Western Wealth Management
Colorado
$3.7M +$333K +4,273 +10%
CB
346
Commerce Bank
Missouri
$3.69M -$112K -1,435 -3%
Qube Research & Technologies (QRT)
347
Qube Research & Technologies (QRT)
United Kingdom
$3.65M +$3.41M +43,681 +1,405%
WCM
348
WealthBridge Capital Management
Ohio
$3.58M -$58.9K -755 -2%
FPCG
349
Forum Private Client Group
Indiana
$3.53M +$3.53M +45,180 New
WWG
350
West Wealth Group
California
$3.52M -$2.11M -26,984 -37%
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