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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 %
HCC
401
Hirtle Callaghan & Co
Pennsylvania
$2.32M +$2.32M +26,138 New
STA
402
Summit Trail Advisors
New York
$2.3M – – –
WWM
403
WT Wealth Management
Arizona
$2.28M -$63.3K -713 -3%
RIA
404
Regal Investment Advisors
Michigan
$2.28M -$262K -2,950 -10%
ARC
405
Advisor Resource Council
Texas
$2.26M +$2.26M +25,411 New
REMPR
406
Roof Eidam Maycock Peralta (REMP)
California
$2.25M – – –
MWM
407
MGB Wealth Management
Texas
$2.25M – – –
SIAS
408
Summit Investment Advisory Services
Minnesota
$2.23M -$151K -1,705 -6%
WT
409
Whittier Trust
California
$2.22M – – –
BA
410
Ballew Advisors
Mississippi
$2.2M -$66.4K -753 -3%
FFG
411
Fiduciary Financial Group
California
$2.19M – – –
FF
412
Friedenthal Financial
New Jersey
$2.15M -$15.3K -172 -0.7%
5W
413
5T Wealth
California
$2.14M +$2.14M +24,073 New
SFWC
414
Strategic Family Wealth Counselors
New Jersey
$2.13M -$17.2K -194 -0.8%
DT
415
Diversified Trust
Tennessee
$2.11M – – –
GC
416
GFG Capital
Florida
$2.1M -$11.5K -130 -0.5%
PA
417
PFG Advisors
Arizona
$2.09M +$52.8K +595 +3%
HP
418
Hilltop Partners
Indiana
$2.08M -$32.7K -368 -2%
TA
419
TPG Advisors
Illinois
$2.07M -$75.9K -855 -4%
CWM
420
Centurion Wealth Management
Virginia
$2.05M -$158K -1,778 -7%
TW
421
TritonPoint Wealth
Maryland
$2.05M -$23.9K -269 -1%
GCWM
422
Graham Capital Wealth Management
District of Columbia
$2.02M -$3.54M -39,920 -64%
CAL
423
Capital Analysts LLC
Pennsylvania
$2.02M -$847K -9,539 -30%
SFP
424
Shepherd Financial Partners
Massachusetts
$2.02M -$72.1K -812 -3%
FPCG
425
Forum Private Client Group
Indiana
$2.01M -$219K -2,468 -10%
15 16
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