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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 %
WFAG
451
Wescott Financial Advisory Group
Pennsylvania
$1.68M -$80.7K -961 -5%
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$1.68M +$65.2K +774 +4%
SOS
453
Silver Oak Securities
Tennessee
$1.68M +$1.39M +16,543 +482%
KWM
454
Kaydan Wealth Management
Michigan
$1.64M -$37.8K -450 -2%
SI
455
Stephens Inc
Arkansas
$1.64M -$140K -1,666 -8%
MCM
456
Manchester Capital Management
Vermont
$1.63M – – –
CSPIA
457
Cary Street Partners Investment Advisory
Virginia
$1.63M -$181K -2,156 -10%
AFG
458
Atomi Financial Group
New York
$1.62M -$337K -4,014 -17%
AWMS
459
Advocacy Wealth Management Services
Georgia
$1.6M -$479K -5,705 -23%
BWM
460
BCGM Wealth Management
Indiana
$1.6M +$1.76K +21 +0.1%
PPC
461
Park Place Capital
Alabama
$1.59M -$49.9K -594 -3%
MYIA
462
Mount Yale Investment Advisors
Colorado
$1.58M +$131K +1,565 +9%
CFCI
463
Comprehensive Financial Consultants Institutional
Indiana
$1.58M +$78.5K +935 +5%
TCA
464
Transcend Capital Advisors
New Jersey
$1.58M -$119K -1,420 -7%
SFS
465
Security Financial Services
Indiana
$1.57M -$1.31M -15,584 -46%
CFAM
466
Center For Asset Management
Florida
$1.56M +$170K +2,020 +12%
WF
467
Welch & Forbes
Massachusetts
$1.52M -$25.2K -300 -2%
CMS
468
Capital Market Strategies
Florida
$1.52M -$588 -7 -0%
S
469
Sachetta
Massachusetts
$1.52M -$79.3K -914 -5%
SP
470
Stonebrook Private
Michigan
$1.52M -$1.32M -15,760 -47%
EL
471
EWA LLC
Pennsylvania
$1.51M -$18.3K -214 -1%
DL
472
DOHJ LLC
Washington
$1.51M -$326K -3,877 -18%
GSEP
473
Golden State Equity Partners
California
$1.48M +$1.48M +17,648 New
HNB
474
Huntington National Bank
Ohio
$1.48M -$1.54M – –
PA
475
PFG Advisors
Arizona
$1.48M -$57.7K -687 -4%
17 18
19
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