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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 %
DWA
401
Delos Wealth Advisors
Texas
$2.53M +$320K +3,503 +14%
Nomura Asset Management
402
Nomura Asset Management
Japan
$2.52M +$2.52M +27,600 New
KWM
403
Keebeck Wealth Management
Illinois
$2.51M -$344K -3,768 -12%
CM
404
Columbus Macro
Pennsylvania
$2.5M +$289K +3,164 +13%
SB
405
Strategic Blueprint
Georgia
$2.49M -$194K -2,128 -7%
AA
406
ACT Advisors
North Carolina
$2.47M -$22.6K -248 -0.9%
WWM
407
WT Wealth Management
Arizona
$2.46M +$130K +1,404 +6%
SIAS
408
Summit Investment Advisory Services
Minnesota
$2.45M +$2.45M +26,870 New
BSTWA
409
Blake Schutter Theil Wealth Advisors
Ohio
$2.44M +$2.44M +26,746 New
SWM
410
Sugarloaf Wealth Management
Georgia
$2.42M -$17.5K -192 -0.7%
STA
411
Summit Trail Advisors
New York
$2.37M -$99.7K -1,092 -4%
BA
412
Ballew Advisors
Mississippi
$2.35M -$14.1K -154 -0.6%
National Bank of Canada
413
National Bank of Canada
Quebec, Canada
$2.35M -$129K -1,414 -5%
REMPR
414
Roof Eidam Maycock Peralta (REMP)
California
$2.32M -$63.9K -700 -3%
SFP
415
Sweet Financial Partners
Minnesota
$2.31M -$10K -110 -0.4%
MWM
416
MGB Wealth Management
Texas
$2.31M -$62.1K -680 -3%
FPCG
417
Forum Private Client Group
Indiana
$2.29M -$364K -3,990 -14%
APWA
418
Atlas Private Wealth Advisors
New Jersey
$2.29M -$162K -1,779 -7%
WT
419
Whittier Trust
California
$2.28M +$968K +10,600 +74%
CWM
420
Centurion Wealth Management
Virginia
$2.27M +$2.27M +24,856 New
FFG
421
Fiduciary Financial Group
California
$2.27M -$36.3K -400 -2%
FF
422
Friedenthal Financial
New Jersey
$2.22M – – –
SFWC
423
Strategic Family Wealth Counselors
New Jersey
$2.21M -$46.3K -507 -2%
TA
424
TPG Advisors
Illinois
$2.21M -$9.31K -102 -0.4%
HGERS
425
Householder Group Estate & Retirement Specialist
Arizona
$2.2M -$107K -1,172 -5%
15 16
17
18 19