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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
351
Hibernia Wealth Partners
Louisiana
$3.11M +$28.8K +344 +0.9%
CFGS
352
Concourse Financial Group Securities
Alabama
$3.1M -$1.17M -13,998 -27%
EIP
353
Ellis Investment Partners
Pennsylvania
$3.1M -$60.8K -727 -2%
LFAS
354
Level Four Advisory Services
Texas
$3.08M – – –
IA
355
IFP Advisors
Florida
$3.08M -$83K -993 -3%
WMP
356
Wealth Management Partners
Arizona
$3.08M -$94.8K -1,134 -3%
WCG
357
Weaver Consulting Group
California
$3.07M -$106K -1,265 -3%
AAP
358
Arax Advisory Partners
Colorado
$3.06M -$99.8K -1,194 -3%
FG
359
Foster Group
Iowa
$3.05M +$192K +2,303 +7%
YCG
360
Yeomans Consulting Group
Georgia
$3.03M +$29.7K +355 +1%
CW
361
Connectus Wealth
Ohio
$3.03M +$2.65M +31,696 +705%
LNC
362
Lincoln National Corp
Pennsylvania
$3.02M -$53.2K -637 -2%
FPCG
363
Forum Private Client Group
Indiana
$3M -$772K -9,233 -20%
PCA
364
Pallas Capital Advisors
Massachusetts
$3M +$345K +4,125 +13%
CG
365
Cynosure Group
Utah
$3M +$585 +7 +0%
DWM
366
Defined Wealth Management
Oregon
$2.99M -$3.68K -44 -0.1%
CBFP
367
Cedar Brook Financial Partners
Ohio
$2.98M -$17.6K -211 -0.6%
TRCT
368
Tower Research Capital (TRC)
New York
$2.97M -$1.89M -22,631 -39%
EA
369
Emerald Advisors
Washington
$2.94M +$87.2K +1,043 +3%
ELI
370
Empire Life Investments
Ontario, Canada
$2.92M -$654K -7,822 -18%
SFS
371
Security Financial Services
Indiana
$2.86M -$5.56M -66,502 -66%
LWM
372
Laidlaw Wealth Management
New York
$2.84M -$570K -6,825 -17%
MMA
373
Miracle Mile Advisors
California
$2.83M +$1.76K +21 +0.1%
1832 Asset Management
374
1832 Asset Management
Ontario, Canada
$2.83M -$5.6M -67,040 -66%
SP
375
Stonebrook Private
Michigan
$2.83M -$291K -3,477 -9%
13 14
15
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