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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
476
Millennium Management
New York
$1.61M -$2.77M -33,117 -63%
TGAM
477
TBH Global Asset Management
Tennessee
$1.61M -$461K -5,513 -22%
CIBC Private Wealth Group
478
CIBC Private Wealth Group
Georgia
$1.6M -$109K -1,306 -6%
BWM
479
BCGM Wealth Management
Indiana
$1.59M +$5.1K +61 +0.3%
ACM
480
Absolute Capital Management
Pennsylvania
$1.59M -$161K -1,923 -9%
PG
481
Prostatis Group
Maryland
$1.59M +$1.59M +18,976 New
GPA
482
Guidance Point Advisors
Massachusetts
$1.57M +$1.57M +18,806 New
ACM
483
Andina Capital Management
Utah
$1.55M +$97.5K +1,166 +7%
DWA
484
Delos Wealth Advisors
Texas
$1.55M +$1.53M +18,319 +10,840%
HNB
485
Huntington National Bank
Ohio
$1.54M -$1.44M – –
WF
486
Welch & Forbes
Massachusetts
$1.54M +$343K +4,100 +29%
PA
487
PFG Advisors
Arizona
$1.53M -$128K -1,533 -8%
BFG
488
Berger Financial Group
Minnesota
$1.53M -$56.8K -679 -4%
BDF
489
Black Diamond Financial
Maryland
$1.52M – – –
CMS
490
Capital Market Strategies
Florida
$1.51M -$36.2K -433 -2%
CFCI
491
Comprehensive Financial Consultants Institutional
Indiana
$1.5M -$41.5K -496 -3%
RB
492
Renasant Bank
Mississippi
$1.49M – – –
C1AG
493
Client 1st Advisory Group
Florida
$1.48M -$306K -3,666 -17%
CIBC World Market
494
CIBC World Market
Ontario, Canada
$1.48M -$4.6K -55 -0.3%
EL
495
EWA LLC
Pennsylvania
$1.48M -$8.09M -97,552 -85%
SC
496
Sapient Capital
Indiana
$1.47M – – –
MYIA
497
Mount Yale Investment Advisors
Colorado
$1.45M -$739K -8,838 -34%
SAM
498
Strategy Asset Managers
California
$1.44M -$53.5K -640 -4%
S
499
Sachetta
Massachusetts
$1.44M – – –
RBFC
500
Roman Butler Fullerton & Co
Missouri
$1.43M -$38.8K -480 -3%
18 19
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