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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
+$71.8M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$62.8M
3
MCM
MAI Capital Management
Ohio
+$31.3M
4
LPL Financial
LPL Financial
California
+$29.1M
5
SFA
Sequoia Financial Advisors
Ohio
+$25M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$453M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$331M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$220M
4
HI
Horizon Investments
North Carolina
-$106M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
351
ORG Partners
Indiana
$3.11M -$2.4K -27 -0.1%
GWANC
352
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.07M +$3.01M +33,902 +4,816%
1L
353
10Elms LLP
Oklahoma
$3.07M +$3.07M +34,591 New
PCA
354
Pallas Capital Advisors
Massachusetts
$3.07M – – –
FG
355
Foster Group
Iowa
$3.03M -$212K -2,393 -7%
SB
356
Strategic Blueprint
Georgia
$3.02M +$594K +6,687 +25%
TC
357
Tacita Capital
Ontario, Canada
$2.99M – – –
JFGIW
358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.98M -$91.8K -998 -3%
SPI
359
Santori & Peters Inc
Pennsylvania
$2.97M -$4.53K -51 -0.2%
WA
360
Waverly Advisors
Alabama
$2.92M +$932K +10,496 +47%
CAG
361
Curtis Advisory Group
California
$2.9M -$5.68K -64 -0.2%
LFAS
362
Level Four Advisory Services
Texas
$2.9M -$17.6K -198 -0.6%
OWA
363
One Wealth Advisors
California
$2.88M -$98.6K -1,110 -3%
Bank of Montreal
364
Bank of Montreal
Ontario, Canada
$2.88M +$32.7K +368 +1%
CCC
365
Compass Capital Corp
Massachusetts
$2.87M +$2.87M +32,354 New
SWA
366
Sax Wealth Advisors
New Jersey
$2.86M -$99K -1,115 -3%
GLA
367
Good Life Advisors
Pennsylvania
$2.83M -$1.42M -15,942 -33%
MWM
368
Mascoma Wealth Management
New Hampshire
$2.81M -$1.26M -14,149 -31%
SSC
369
Syverson Strege & Co
Iowa
$2.79M -$50.3K -566 -2%
DWA
370
Delos Wealth Advisors
Texas
$2.77M +$315K +3,551 +13%
JWBC
371
John W. Brooker & Co
California
$2.77M -$69.7K -785 -2%
IA
372
IFP Advisors
Florida
$2.75M -$67.1K -756 -2%
WMP
373
Wealth Management Partners
Arizona
$2.74M -$71.4K -804 -3%
NL
374
NWAM LLC
Washington
$2.73M +$16K +180 +0.6%
ES
375
ETF Store
Kansas
$2.71M -$369K -4,155 -12%
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15
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