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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.86%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.78B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$710M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$623M
5
VI
Vestcor Inc
New Brunswick, Canada
$61.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
3
Bank of America
Bank of America
North Carolina
$2.68B
4
Osaic Holdings
Osaic Holdings
Arizona
$150M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
451
JMG Financial Group
Illinois
$2.15M – – –
WF
452
Williams Financial
Vermont
$2.15M -$39.3K -503 -2%
TWM
453
Tolleson Wealth Management
Texas
$2.13M -$31.4K -402 -1%
WA
454
Wealth Alliance
New York
$2.13M -$1.44M -18,393 -40%
SIAS
455
Summit Investment Advisory Services
Minnesota
$2.12M -$6.24K -80 -0.3%
LWMG
456
Levy Wealth Management Group
Pennsylvania
$2.11M -$101K -1,293 -5%
MWM
457
MGB Wealth Management
Texas
$2.11M +$2.11M +27,032 New
CWM
458
Centurion Wealth Management
Virginia
$2.11M -$1.08M -13,876 -34%
GCM
459
Greenland Capital Management
New York
$2.1M +$2.1M +26,900 New
FFS
460
Founders Financial Securities
Maryland
$2.06M -$4.6M -58,998 -69%
WWM
461
WT Wealth Management
Arizona
$2.05M -$816K -10,462 -28%
MYIA
462
Mount Yale Investment Advisors
Colorado
$2.04M -$430K -5,517 -17%
REMPR
463
Roof Eidam Maycock Peralta (REMP)
California
$2.04M – – –
ACP
464
Arcus Capital Partners
Georgia
$2.03M +$17.6K +225 +0.9%
DE
465
Day & Ennis
Georgia
$2.03M -$1M -12,860 -33%
CFG
466
Carr Financial Group
Massachusetts
$2.03M +$78 +1 +0%
SFWC
467
Strategic Family Wealth Counselors
New Jersey
$2M -$70K -897 -3%
SFP
468
Sweet Financial Partners
Minnesota
$2M -$858 -11 -0%
HP
469
Hilltop Partners
Indiana
$1.98M -$23.2K -297 -1%
BFG
470
Beacon Financial Group
Texas
$1.98M +$1.23M +15,715 +164%
TWM
471
TSA Wealth Management
Texas
$1.96M +$1.96M +25,100 New
EL
472
EQ LLC
Washington
$1.96M -$376K -4,813 -16%
APWM
473
Atlas Private Wealth Management
New York
$1.96M -$70.2K -900 -3%
MCA
474
Magnolia Capital Advisors
Mississippi
$1.94M +$47.5K +590 +3%
TGAM
475
TBH Global Asset Management
Tennessee
$1.93M -$438K -5,619 -19%
17 18
19
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