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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,153 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 278 increasing their positions, 594 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
16.77%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.29%
New
92
Increased
278
Reduced
594
Closed
86
Calls
$1.23M
Puts
$8.57M
Net Calls
-$7.35M
Net Calls Change
+$30.8M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$312M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$137M
3
APF
Alaska Permanent Fund
Alaska
+$72.3M
4
SP
Symmetry Partners
Connecticut
+$27.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$224M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$119M
3
Bank of America
Bank of America
North Carolina
-$110M
4
Morgan Stanley
Morgan Stanley
New York
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
401
Sweet Financial Partners
Minnesota
$2.13M -$12.8K -152 -0.6%
HGERS
402
Householder Group Estate & Retirement Specialist
Arizona
$2.12M -$397K -4,732 -16%
WWM
403
WT Wealth Management
Arizona
$2.1M -$55.9K -666 -3%
TWM
404
Tolleson Wealth Management
Texas
$2.1M -$18.3K -218 -0.9%
IAIM
405
International Assets Investment Management
Florida
$2.09M -$525K -6,247 -20%
HP
406
Hilltop Partners
Indiana
$2.08M -$52.1K -620 -2%
SFWC
407
Strategic Family Wealth Counselors
New Jersey
$2.07M -$76.5K -911 -4%
FF
408
Friedenthal Financial
New Jersey
$2.05M -$183K -2,180 -8%
TA
409
TPG Advisors
Illinois
$2.04M +$2.04M +24,275 New
LWMG
410
Levy Wealth Management Group
Pennsylvania
$2.04M -$236K -2,814 -10%
CM
411
Columbus Macro
Pennsylvania
$2.03M +$625K +7,435 +44%
DWA
412
Delos Wealth Advisors
Texas
$2.03M +$479K +5,702 +31%
SFP
413
Shepherd Financial Partners
Massachusetts
$2M -$24.4K -291 -1%
DT
414
Diversified Trust
Tennessee
$2M – – –
SI
415
Saxon Interests
Texas
$1.98M -$84.3K -1,004 -4%
SIAG
416
Safeguard Investment Advisory Group
California
$1.95M -$284K -3,383 -13%
AWM
417
Avior Wealth Management
Nebraska
$1.95M +$89.8K +1,069 +5%
WIA
418
Wetzel Investment Advisors
Indiana
$1.94M +$145K +1,730 +8%
CWS
419
Cypress Wealth Services
California
$1.94M -$311K -3,709 -14%
HI
420
Harbour Investments
Wisconsin
$1.92M -$295K -3,517 -13%
ACS
421
Archford Capital Strategies
Illinois
$1.9M -$2.44K -29 -0.1%
WA
422
Waverly Advisors
Alabama
$1.9M +$207K +2,464 +12%
VWA
423
VERITY Wealth Advisors
United States
$1.88M -$27.5K -328 -1%
FTUS
424
Flow Traders U.S.
New York
$1.88M -$2.75M -32,805 -59%
PIAS
425
PCA Investment Advisory Services
Ohio
$1.86M -$2.18K -26 -0.1%
15 16
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