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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 %
GM
376
GeoWealth Management
Illinois
$2.97M -$1.11M -14,239 -27%
WCG
377
Weaver Consulting Group
California
$2.96M -$67.3K -862 -2%
WMP
378
Wealth Management Partners
Arizona
$2.96M -$86.1K -1,103 -3%
EIP
379
Ellis Investment Partners
Pennsylvania
$2.95M -$458K -5,872 -13%
IA
380
IFP Advisors
Florida
$2.95M +$264K +3,385 +10%
AAP
381
Arax Advisory Partners
Colorado
$2.95M -$155K -1,985 -5%
OP
382
ORG Partners
Indiana
$2.94M +$2.85M +36,520 +3,082%
SP
383
Stonebrook Private
Michigan
$2.91M +$2.91M +37,292 New
CIA
384
Concurrent Investment Advisors
Florida
$2.9M +$2.9M +37,230 New
HWP
385
Hibernia Wealth Partners
Louisiana
$2.87M +$4.37K +56 +0.2%
LNC
386
Lincoln National Corp
Pennsylvania
$2.87M -$364K -4,666 -11%
AWM
387
Aries Wealth Management
Maine
$2.86M +$92.5K +1,185 +3%
HI
388
Harbour Investments
Wisconsin
$2.85M -$1.13M -14,453 -28%
CA
389
CGN Advisors
Kansas
$2.82M +$19.8K +254 +0.7%
CBFP
390
Cedar Brook Financial Partners
Ohio
$2.82M +$33.7K +430 +1%
FFA
391
Farther Finance Advisors
California
$2.8M -$458K -5,869 -14%
YCG
392
Yeomans Consulting Group
Georgia
$2.8M +$2.8M +35,912 New
RSWM
393
Robertson Stephens Wealth Management
California
$2.8M -$1.04M -13,293 -27%
CG
394
Cynosure Group
Utah
$2.8M +$1.33K +17 +0%
DWM
395
Defined Wealth Management
Oregon
$2.79M +$44.6K +572 +2%
IAIM
396
International Assets Investment Management
Florida
$2.78M +$2.78M +35,615 New
KFGK
397
Keystone Financial Group (Kentucky)
Kentucky
$2.78M -$1.52M -19,484 -35%
HGA
398
Hobbs Group Advisors
South Carolina
$2.76M +$2.76M +35,327 New
MSA
399
Marino Stram & Associates
Massachusetts
$2.75M +$76.6K +982 +3%
CAG
400
Curtis Advisory Group
California
$2.71M -$1.61M -20,590 -37%
14 15
16
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