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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 %
CFGS
376
Concourse Financial Group Securities
Alabama
$2.71M -$63.1K -696 -2%
LPAM
377
Lodestar Private Asset Management
California
$2.7M -$28.1K -316 -1%
VWA
378
Visionary Wealth Advisors
Illinois
$2.7M -$58.2K -655 -2%
FHC
379
First Heartland Consultants
Missouri
$2.69M -$34.5K -389 -1%
SF
380
Summit Financial
New Jersey
$2.68M +$1.35M +15,182 +101%
TLA
381
Tanglewood Legacy Advisors
Texas
$2.65M -$29.3K -330 -1%
CIAS
382
Capital Investment Advisory Services
North Carolina
$2.64M +$8.88K +100 +0.3%
PIMG
383
Patriot Investment Management Group
Tennessee
$2.61M +$30.8K +347 +1%
UB
384
UMB Bank
Missouri
$2.59M -$460K -5,178 -15%
NEAM
385
New England Asset Management
Connecticut
$2.59M – – –
TSS
386
Two Sigma Securities
New York
$2.57M +$2.31M +25,990 +867%
CSP
387
Cary Street Partners
Virginia
$2.56M +$2.56M +28,788 New
DE
388
Diversified Enterprises
Delaware
$2.5M -$187K -2,108 -7%
EIP
389
Ellis Investment Partners
Pennsylvania
$2.48M -$477K -5,372 -16%
SWM
390
Spire Wealth Management
Virginia
$2.47M -$86.5K -974 -3%
MAMG
391
Milestone Asset Management Group
Connecticut
$2.46M +$2.46M +27,698 New
Nomura Asset Management
392
Nomura Asset Management
Japan
$2.45M – – –
ACS
393
Archford Capital Strategies
Illinois
$2.45M +$477K +5,374 +24%
KWM
394
Keebeck Wealth Management
Illinois
$2.43M -$14.4K -162 -0.6%
S
395
SignatureFD
Georgia
$2.39M -$258K -2,906 -10%
AA
396
ACT Advisors
North Carolina
$2.39M -$11.5K -129 -0.5%
1WA
397
180 Wealth Advisors
Washington
$2.38M -$123K -1,385 -5%
KWM
398
Kingsview Wealth Management
Oregon
$2.36M -$3.06M -34,453 -56%
BSTWA
399
Blake Schutter Theil Wealth Advisors
Ohio
$2.35M -$23.4K -264 -1%
National Bank of Canada
400
National Bank of Canada
Quebec, Canada
$2.33M +$43.5K +490 +2%
14 15
16
17 18