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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 %
SMC
426
Smith, Moore & Co
Missouri
$2.01M -$576K -6,482 -22%
Northern Trust
427
Northern Trust
Illinois
$2M -$1.07M -12,042 -35%
BF
428
Baring Financial
Washington
$2M +$2M +22,561 New
HI
429
Harbour Investments
Wisconsin
$1.99M -$50.9K -573 -2%
CPC
430
Consolidated Planning Corp
Georgia
$1.98M +$99.4K +1,119 +5%
ACP
431
Arcus Capital Partners
Georgia
$1.98M +$132K +1,579 +7%
BRWA
432
B. Riley Wealth Advisors
Florida
$1.97M -$972K -10,944 -33%
PI
433
PFG Investments
New York
$1.96M +$1.44M +16,170 +273%
RSWM
434
Robertson Stephens Wealth Management
California
$1.96M -$43.4K -489 -2%
SC
435
Sapient Capital
Indiana
$1.95M +$393K +4,427 +25%
MMA
436
Miracle Mile Advisors
California
$1.95M -$52.6K -592 -3%
DWM
437
DecisionMap Wealth Management
Virginia
$1.95M +$1.95M +21,930 New
NCFG
438
New Century Financial Group
New Jersey
$1.95M -$162K -1,815 -8%
Vanguard Group
439
Vanguard Group
Pennsylvania
$1.94M +$7.01K +79 +0.4%
GFL
440
Granite FO LLC
New Hampshire
$1.93M – – –
MCA
441
Magnolia Capital Advisors
Mississippi
$1.92M +$661K +7,444 +52%
DA
442
Detalus Advisors
Missouri
$1.9M -$6.13K -69 -0.3%
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$1.89M -$127K -1,425 -6%
PIAS
444
PCA Investment Advisory Services
Ohio
$1.88M -$88.3K -995 -4%
CG
445
Caprock Group
Idaho
$1.88M +$617K +6,951 +49%
FPCP
446
Fort Point Capital Partners
California
$1.86M +$355 +4 +0%
IF
447
IRON Financial
Illinois
$1.86M -$47K -529 -2%
BWP
448
Bernardo Wealth Planning
Pennsylvania
$1.85M -$21.9K -250 -1%
MFWP
449
Mosaic Family Wealth Partners
Missouri
$1.85M +$28.7K +323 +2%
HWM
450
HB Wealth Management
Georgia
$1.84M +$262K +2,948 +17%
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