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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 %
IF
451
IRON Financial
Illinois
$1.96M -$18.5K -203 -0.9%
DA
452
Detalus Advisors
Missouri
$1.96M -$460K -5,041 -19%
CPC
453
Consolidated Planning Corp
Georgia
$1.94M -$56.6K -620 -3%
VWA
454
VERITY Wealth Advisors
United States
$1.91M -$131K -1,434 -6%
WAP
455
Wealthcare Advisory Partners
Pennsylvania
$1.91M +$900K +9,852 +89%
FPCP
456
Fort Point Capital Partners
California
$1.91M +$3.01K +33 +0.2%
AWM
457
Avior Wealth Management
Nebraska
$1.9M -$216K -2,362 -10%
MFWP
458
Mosaic Family Wealth Partners
Missouri
$1.88M -$512K -5,606 -21%
TAM
459
Townsend Asset Management
North Carolina
$1.87M +$1.92K +21 +0.1%
AWP
460
Ascent Wealth Partners
New York
$1.86M +$8.13K +89 +0.4%
BDF
461
Black Diamond Financial
Maryland
$1.86M – – –
CIAS
462
CFS Investment Advisory Services
New Jersey
$1.86M -$22.7K -249 -1%
AIP
463
Almanack Investment Partners
Pennsylvania
$1.84M -$18.2K -199 -1%
NP
464
NorthRock Partners
Minnesota
$1.84M -$1.32M -14,474 -42%
SPWM
465
Schrum Private Wealth Management
Florida
$1.84M +$762K +8,347 +71%
TNBTD
466
Trustmark National Bank Trust Department
Mississippi
$1.84M -$2.56K -28 -0.1%
AG
467
Ascent Group
Virginia
$1.83M -$95.5K -1,046 -5%
WIA
468
Wetzel Investment Advisors
Indiana
$1.83M -$288K -3,152 -14%
FGA
469
Fortis Group Advisors
New Jersey
$1.83M -$30.4K -333 -2%
SRC
470
Shufro Rose & Co
New York
$1.79M – – –
CSPIA
471
Cary Street Partners Investment Advisory
Virginia
$1.78M +$8.04K +88 +0.5%
WFAG
472
Wescott Financial Advisory Group
Pennsylvania
$1.77M -$56.5K -619 -3%
RPGK
473
Retirement Planning Group (Kansas)
Kansas
$1.77M -$192K -2,104 -10%
MCM
474
Manchester Capital Management
Vermont
$1.77M – – –
WF
475
Welch & Forbes
Massachusetts
$1.75M +$88.7K +971 +5%
17 18
19
20 21