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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 %
PCIA
326
Prime Capital Investment Advisors
Kansas
$3.43M -$349K -3,936 -9%
Natixis Advisors
327
Natixis Advisors
Massachusetts
$3.42M -$395K -4,444 -10%
BIA
328
Bell Investment Advisors
California
$3.41M -$5.68K -64 -0.2%
FCBT
329
First Citizens Bank & Trust
North Carolina
$3.41M -$752K -8,466 -18%
AAP
330
Arax Advisory Partners
Colorado
$3.41M +$471K +5,299 +16%
BA
331
BCM Advisors
Louisiana
$3.39M -$739K -7,934 -18%
TWC
332
TD Waterhouse Canada
Ontario, Canada
$3.38M -$51.3K -578 -1%
GF
333
GGM Financials
Ohio
$3.38M +$32.5K +366 +1%
AQR Capital Management
334
AQR Capital Management
Connecticut
$3.37M +$348K +3,916 +12%
EA
335
Emerald Advisors
Washington
$3.34M +$106K +1,189 +3%
CFG
336
Carr Financial Group
Massachusetts
$3.33M +$240K +2,703 +8%
HWP
337
Hibernia Wealth Partners
Louisiana
$3.32M -$3.3M -37,138 -50%
BTWM
338
Brass Tax Wealth Management
Ohio
$3.32M -$62.3K -702 -2%
SEIA
339
Signature Estate & Investment Advisors
California
$3.29M -$3.11K -35 -0.1%
BWM
340
Brown Wealth Management
Illinois
$3.25M -$423K -4,759 -12%
CG
341
Cynosure Group
Utah
$3.2M +$3.2M +36,065 New
CTA
342
Colonial Trust Advisors
South Carolina
$3.2M – – –
WCG
343
Weaver Consulting Group
California
$3.2M – – –
HGA
344
Hobbs Group Advisors
South Carolina
$3.2M -$3.7M -41,676 -54%
MA
345
Mutual Advisors
Nebraska
$3.17M +$158K +1,759 +5%
CWP
346
Cyndeo Wealth Partners
Florida
$3.16M -$487K -5,482 -13%
MSA
347
Marino Stram & Associates
Massachusetts
$3.14M +$73.3K +825 +2%
FEG
348
Financial Enhancement Group
Indiana
$3.14M -$7.42M -84,160 -70%
DWM
349
Defined Wealth Management
Oregon
$3.12M -$17.4K -196 -0.6%
YCG
350
Yeomans Consulting Group
Georgia
$3.11M +$74.5K +839 +2%
12 13
14
15 16