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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
401
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.44M -$105K -1,258 -4%
GF
402
Gries Financial
Ohio
$2.43M -$2.41M -28,855 -50%
PIMG
403
Patriot Investment Management Group
Tennessee
$2.42M +$59.5K +712 +3%
MFWP
404
Mosaic Family Wealth Partners
Missouri
$2.42M +$83.7K +1,001 +4%
SWM
405
Sugarloaf Wealth Management
Georgia
$2.42M +$251 +3 +0%
STA
406
Summit Trail Advisors
New York
$2.41M +$1.16M +13,908 +93%
BA
407
Ballew Advisors
Mississippi
$2.41M -$7.42K -91 -0.3%
CFG
408
Carr Financial Group
Massachusetts
$2.4M +$228K +2,728 +10%
CIAS
409
Capital Investment Advisory Services
North Carolina
$2.38M -$99K -1,185 -4%
AA
410
ACT Advisors
North Carolina
$2.32M -$210K -2,515 -8%
JFG
411
JMG Financial Group
Illinois
$2.3M – – –
National Bank of Canada
412
National Bank of Canada
Quebec, Canada
$2.28M -$47.2K -569 -2%
BIA
413
Bell Investment Advisors
California
$2.28M -$234K -2,805 -9%
SIAS
414
Summit Investment Advisory Services
Minnesota
$2.25M -$22.2K -266 -1%
CA
415
CoreCap Advisors
Michigan
$2.24M -$237K -2,832 -10%
CWS
416
Cypress Wealth Services
California
$2.24M -$1.8M -21,555 -45%
SIAG
417
Safeguard Investment Advisory Group
California
$2.22M -$298K -3,571 -12%
MWM
418
MGB Wealth Management
Texas
$2.22M -$38.4K -460 -2%
FF
419
Friedenthal Financial
New Jersey
$2.22M -$241K -2,880 -10%
HI
420
Harbour Investments
Wisconsin
$2.21M -$840K -10,051 -28%
REMPR
421
Roof Eidam Maycock Peralta (REMP)
California
$2.18M – – –
WWM
422
WT Wealth Management
Arizona
$2.15M -$48.6K -582 -2%
FFA
423
Farther Finance Advisors
California
$2.14M -$848K -10,181 -28%
SFWC
424
Strategic Family Wealth Counselors
New Jersey
$2.14M – – –
SFP
425
Sweet Financial Partners
Minnesota
$2.14M – – –
15 16
17
18 19