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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,180 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 353 increasing their positions, 539 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
17.07%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.3%
New
95
Increased
353
Reduced
539
Closed
57
Calls
$831K
Puts
$2.47M
Net Calls
-$1.63M
Net Calls Change
+$5.71M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$93.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$69.6M
3
Morgan Stanley
Morgan Stanley
New York
+$52M
4
OPAM
Ocean Park Asset Management
California
+$50M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$534M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWBC
376
John W. Brooker & Co
California
$2.92M -$412K -4,509 -12%
SSC
377
Syverson Strege & Co
Iowa
$2.92M -$587K -6,426 -17%
Bank of Montreal
378
Bank of Montreal
Ontario, Canada
$2.92M -$19.9M -218,368 -87%
IA
379
IFP Advisors
Florida
$2.9M +$107K +1,170 +4%
WMP
380
Wealth Management Partners
Arizona
$2.9M -$343K -3,755 -11%
SOS
381
Silver Oak Securities
Tennessee
$2.87M +$1.05M +11,535 +58%
VWA
382
Visionary Wealth Advisors
Illinois
$2.83M -$15.5K -170 -0.5%
LPAM
383
Lodestar Private Asset Management
California
$2.8M -$123K -1,345 -4%
FHC
384
First Heartland Consultants
Missouri
$2.8M -$985K -10,786 -26%
CFGS
385
Concourse Financial Group Securities
Alabama
$2.79M -$110K -1,206 -4%
NL
386
NWAM LLC
Washington
$2.79M +$2.79M +30,523 New
D
387
Diversified
Delaware
$2.76M +$45.3K +496 +2%
DE
388
Diversified Enterprises
Delaware
$2.76M +$2.76M +30,240 New
TLA
389
Tanglewood Legacy Advisors
Texas
$2.75M -$53K -580 -2%
S
390
SignatureFD
Georgia
$2.73M +$2.37K +26 +0.1%
CIAS
391
Capital Investment Advisory Services
North Carolina
$2.71M +$150K +1,647 +6%
NEAM
392
New England Asset Management
Connecticut
$2.66M +$2.66M +29,150 New
SMC
393
Smith, Moore & Co
Missouri
$2.66M -$485K -5,310 -15%
PIMG
394
Patriot Investment Management Group
Tennessee
$2.66M -$2.1K -23 -0.1%
SWM
395
Spire Wealth Management
Virginia
$2.63M -$42.2K -462 -2%
RIA
396
Regal Investment Advisors
Michigan
$2.61M -$827K -9,060 -24%
CPBTD
397
Central Pacific Bank - Trust Division
Hawaii
$2.6M -$532K -5,829 -17%
1WA
398
180 Wealth Advisors
Washington
$2.58M -$33.1K -363 -1%
TFA
399
Tranquilli Financial Advisor
New Jersey
$2.57M +$1.07M +11,763 +72%
BWM
400
Brophy Wealth Management
New Hampshire
$2.54M +$2.54M +27,767 New
14 15
16
17 18