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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,153 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 278 increasing their positions, 594 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
16.77%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.29%
New
92
Increased
278
Reduced
594
Closed
86
Calls
$1.23M
Puts
$8.57M
Net Calls
-$7.35M
Net Calls Change
+$30.8M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$479M
3
APF
Alaska Permanent Fund
Alaska
$416M
4
SP
Symmetry Partners
Connecticut
$64.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$824M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$417M
3
Bank of America
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
351
Carr Financial Group
Massachusetts
$2.91M +$501K +5,964 +21%
NP
352
NorthRock Partners
Minnesota
$2.91M -$3.3M -39,339 -53%
GS
353
GTS Securities
New York
$2.91M +$2.91M +34,622 New
ACM
354
Absolute Capital Management
Pennsylvania
$2.9M +$1.31M +15,588 +82%
SMC
355
Smith, Moore & Co
Missouri
$2.89M -$507K -6,034 -15%
CPBTD
356
Central Pacific Bank - Trust Division
Hawaii
$2.88M +$1.95M +23,219 +209%
TC
357
Tacita Capital
Ontario, Canada
$2.86M -$1.74M -20,775 -38%
PCIG
358
Partners Capital Investment Group
Massachusetts
$2.78M +$2.78M +33,123 New
MSA
359
Marino Stram & Associates
Massachusetts
$2.75M -$68.3K -814 -2%
LPAM
360
Lodestar Private Asset Management
California
$2.69M -$79.9K -952 -3%
CAG
361
Curtis Advisory Group
California
$2.69M +$19.8K +236 +0.7%
HGA
362
Hobbs Group Advisors
South Carolina
$2.68M +$2.68M +31,929 New
CFGS
363
Concourse Financial Group Securities
Alabama
$2.67M -$448K -5,333 -14%
KWM
364
Keebeck Wealth Management
Illinois
$2.63M -$179K -2,135 -6%
VWA
365
Visionary Wealth Advisors
Illinois
$2.62M -$59K -703 -2%
TLA
366
Tanglewood Legacy Advisors
Texas
$2.58M -$98.9K -1,178 -4%
IA
367
IFP Advisors
Florida
$2.57M -$526K -6,265 -17%
MMA
368
Miracle Mile Advisors
California
$2.56M -$280K -3,336 -10%
P
369
&Partners
Tennessee
$2.56M +$2.04M +24,303 +396%
S
370
SignatureFD
Georgia
$2.51M -$206K -2,455 -8%
D
371
Diversified
Delaware
$2.5M +$34.4K +410 +1%
LWM
372
Laidlaw Wealth Management
New York
$2.48M -$374K -4,454 -13%
SB
373
Strategic Blueprint
Georgia
$2.47M -$289K -3,444 -10%
SWM
374
Spire Wealth Management
Virginia
$2.46M -$2.12M -25,306 -46%
JFGIW
375
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.45M – – –
13 14
15
16 17