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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 %
AWM
451
Avior Wealth Management
Nebraska
$1.83M -$14.7K -166 -0.8%
FMWA
452
Forvis Mazars Wealth Advisors
Missouri
$1.83M -$81K -912 -4%
TAM
453
Townsend Asset Management
North Carolina
$1.82M +$1.87K +21 +0.1%
BDF
454
Black Diamond Financial
Maryland
$1.81M – – –
CIAS
455
CFS Investment Advisory Services
New Jersey
$1.8M -$2.13K -24 -0.1%
AWP
456
Ascent Wealth Partners
New York
$1.8M -$9.32K -105 -0.5%
SI
457
Stephens Inc
Arkansas
$1.8M +$160K +1,800 +10%
WAP
458
Wealthcare Advisory Partners
Pennsylvania
$1.8M -$63.8K -718 -3%
SFS
459
Symphony Financial Services
Ohio
$1.8M +$136K +1,535 +8%
FGA
460
Fortis Group Advisors
New Jersey
$1.79M +$16.9K +190 +0.9%
AIP
461
Almanack Investment Partners
Pennsylvania
$1.79M – – –
CA
462
CoreCap Advisors
Michigan
$1.79M -$305K -3,435 -15%
TNBTD
463
Trustmark National Bank Trust Department
Mississippi
$1.74M -$44.1K -497 -2%
WIA
464
Wetzel Investment Advisors
Indiana
$1.74M -$40K -450 -2%
RPGK
465
Retirement Planning Group (Kansas)
Kansas
$1.74M +$14.9K +168 +0.9%
MCM
466
Manchester Capital Management
Vermont
$1.72M – – –
SRC
467
Shufro Rose & Co
New York
$1.72M -$171K -1,930 -9%
VWA
468
VERITY Wealth Advisors
United States
$1.71M -$153K -1,718 -8%
WF
469
Welch & Forbes
Massachusetts
$1.7M – – –
SIA
470
Strategic Investment Advisors
Michigan
$1.69M +$117K +1,323 +7%
BWM
471
BCGM Wealth Management
Indiana
$1.69M +$13.7K +154 +0.8%
SIAG
472
Safeguard Investment Advisory Group
California
$1.69M -$270K -3,038 -14%
SC
473
Scotia Capital
Ontario, Canada
$1.68M +$57.7K +650 +4%
FFA
474
Farther Finance Advisors
California
$1.67M +$401K +4,512 +32%
NA
475
Nottingham Advisors
New York
$1.65M -$1.6M -18,053 -49%
17 18
19
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