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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 %
PWA
351
Physician Wealth Advisors
Utah
$3.5M -$1.2M -15,065 -25%
GRP
352
Global Retirement Partners
California
$3.48M -$497K -6,331 -12%
MWM
353
Moran Wealth Management
Florida
$3.46M -$18.8M -241,193 -84%
GC
354
GFG Capital
Florida
$3.43M -$10.5M -134,936 -75%
BWM
355
Brown Wealth Management
Illinois
$3.4M -$512K -6,566 -13%
HFS
356
Hantz Financial Services
Michigan
$3.39M +$3.39M +43,435 New
IP
357
Investment Partners
Ohio
$3.36M +$12.8K +164 +0.4%
KCM
358
KM Capital Management
Texas
$3.35M -$1.32M -16,919 -28%
ELI
359
Empire Life Investments
Ontario, Canada
$3.33M -$570K -7,300 -15%
AFO
360
Arrowroot Family Office
California
$3.31M +$736K +9,438 +29%
BOPW
361
Brandywine Oak Private Wealth
Pennsylvania
$3.3M -$141K -1,806 -4%
CI
362
CX Institutional
Indiana
$3.28M -$2.72M -34,909 -45%
CCA
363
Cora Capital Advisors
New Jersey
$3.26M -$141K -1,804 -4%
HFRG
364
Houlihan Financial Resource Group
Virginia
$3.24M -$11.3K -145 -0.3%
HCM
365
Highview Capital Management
Illinois
$3.23M +$438K +5,612 +16%
PFA
366
Pettinga Financial Advisors
Indiana
$3.19M -$2.46M -31,572 -44%
LWM
367
Laidlaw Wealth Management
New York
$3.19M -$1.35M -17,319 -30%
SWA
368
Sax Wealth Advisors
New Jersey
$3.18M -$2.45M -31,427 -44%
SSC
369
Syverson Strege & Co
Iowa
$3.16M -$728K -9,336 -19%
SPIA
370
Strategic Point Investment Advisors
Rhode Island
$3.14M -$29.7K -380 -0.9%
OAP
371
One Advisory Partners
Kansas
$3.14M -$1.78M -22,779 -36%
MWA
372
Muirfield Wealth Advisors
North Carolina
$3.12M +$3.12M +39,929 New
LFAS
373
Level Four Advisory Services
Texas
$3.08M -$365K -4,674 -11%
LWM
374
Liberty Wealth Management
California
$3.08M -$2.36M -30,288 -43%
PCIA
375
Prime Capital Investment Advisors
Kansas
$3.07M +$1.84M +23,567 +149%
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15
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