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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
+$1.61B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$296M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$63.7M
5
VI
Vestcor Inc
New Brunswick, Canada
+$58.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$566M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$470M
3
Bank of America
Bank of America
North Carolina
-$441M
4
Osaic Holdings
Osaic Holdings
Arizona
-$253M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
476
PFG Investments
New York
$1.93M +$1.93M +24,703 New
Marshall Wace
477
Marshall Wace
United Kingdom
$1.91M – – –
DT
478
Diversified Trust
Tennessee
$1.89M -$31.9K -409 -2%
SFP
479
Shepherd Financial Partners
Massachusetts
$1.87M +$367K +4,701 +24%
FGA
480
Fortis Group Advisors
New Jersey
$1.84M +$90.9K +1,241 +5%
WIA
481
Wetzel Investment Advisors
Indiana
$1.84M +$1.84M +23,580 New
VWA
482
VERITY Wealth Advisors
United States
$1.82M -$10.2K -131 -0.6%
KFSC
483
Keystone Financial Services (Colorado)
Colorado
$1.8M -$2.27M -29,085 -56%
ACS
484
Archford Capital Strategies
Illinois
$1.79M +$611K +7,831 +52%
RA
485
RFG Advisory
Alabama
$1.78M -$1.52M -19,427 -46%
CPC
486
Consolidated Planning Corp
Georgia
$1.77M +$1.77M +22,744 New
AWM
487
Avior Wealth Management
Nebraska
$1.76M -$290K -3,717 -14%
IF
488
IRON Financial
Illinois
$1.75M -$1.25M -15,976 -42%
SRC
489
Shufro Rose & Co
New York
$1.74M -$92.2K -1,274 -5%
TCA
490
Transcend Capital Advisors
New Jersey
$1.73M -$284K -3,642 -14%
SWM
491
Scissortail Wealth Management
Oklahoma
$1.73M -$462K -5,758 -21%
FMWA
492
Forvis Mazars Wealth Advisors
Missouri
$1.73M +$59.8K +767 +4%
DL
493
DOHJ LLC
Washington
$1.72M -$826K -10,582 -32%
SFM
494
Signet Financial Management
New Jersey
$1.72M -$71.2K -913 -4%
GFL
495
Granite FO LLC
New Hampshire
$1.71M -$78 -1 -0%
Vanguard Group
496
Vanguard Group
Pennsylvania
$1.71M +$200K +2,563 +13%
MW
497
Marcum Wealth
Ohio
$1.7M -$1.33K -17 -0.1%
AF
498
Advisornet Financial
Minnesota
$1.69M -$836K -10,709 -33%
SI
499
Stephens Inc
Arkansas
$1.69M -$15.9K -204 -0.9%
PIAS
500
PCA Investment Advisory Services
Ohio
$1.67M -$600K -7,691 -26%
18 19
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