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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,180 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 353 increasing their positions, 539 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
17.07%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.3%
New
95
Increased
353
Reduced
539
Closed
57
Calls
$831K
Puts
$2.47M
Net Calls
-$1.63M
Net Calls Change
+$5.71M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$93.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$69.6M
3
Morgan Stanley
Morgan Stanley
New York
+$52M
4
OPAM
Ocean Park Asset Management
California
+$50M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$534M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
326
Daiwa Securities Group
Japan
$3.71M -$73.1K -800 -2%
FCP
327
Fidelis Capital Partners
Florida
$3.7M -$330K -3,594 -8%
CWS
328
Confluence Wealth Services
Pennsylvania
$3.7M +$157K +1,722 +4%
HFRG
329
Houlihan Financial Resource Group
Virginia
$3.7M +$91 +1 +0%
MBTD
330
Mechanics Bank - Trust Department
California
$3.68M -$86.3K -945 -2%
ECA
331
Elevation Capital Advisory
Oregon
$3.68M +$3.68M +40,304 New
SPIA
332
Strategic Point Investment Advisors
Rhode Island
$3.64M +$96.1K +1,053 +3%
KFGK
333
Keystone Financial Group (Kentucky)
Kentucky
$3.64M +$3.64M +39,832 New
CA
334
CGN Advisors
Kansas
$3.59M +$120K +1,310 +3%
VF
335
VitalStone Financial
Texas
$3.59M -$589K -6,447 -14%
CCA
336
Cora Capital Advisors
New Jersey
$3.58M -$139K -1,524 -4%
TWC
337
TD Waterhouse Canada
Ontario, Canada
$3.52M -$14.2M -155,604 -80%
BIA
338
Bell Investment Advisors
California
$3.52M +$1.04M +11,432 +42%
BTWM
339
Brass Tax Wealth Management
Ohio
$3.48M -$250K -2,741 -7%
GF
340
GGM Financials
Ohio
$3.44M -$42.1K -461 -1%
EA
341
Emerald Advisors
Washington
$3.39M +$75.8K +816 +2%
SEIA
342
Signature Estate & Investment Advisors
California
$3.38M +$44.6K +488 +1%
NA
343
Nottingham Advisors
New York
$3.35M -$9.32M -102,117 -74%
FG
344
Foster Group
Iowa
$3.34M -$47.9K -525 -1%
CTA
345
Colonial Trust Advisors
South Carolina
$3.29M +$3.29M +36,020 New
WCG
346
Weaver Consulting Group
California
$3.29M -$27K -296 -0.8%
DWM
347
Defined Wealth Management
Oregon
$3.22M +$9.04K +99 +0.3%
ELI
348
Empire Life Investments
Ontario, Canada
$3.21M -$809K -8,863 -20%
OP
349
ORG Partners
Indiana
$3.2M -$44.5K -487 -1%
ASFA
350
All Season Financial Advisors
Colorado
$3.19M +$1.88M +20,596 +143%
12 13
14
15 16