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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 %
MW
476
Maia Wealth
Colorado
$1.48M +$1.48M +17,215 New
SC
477
Sapient Capital
Indiana
$1.48M – – –
RBFC
478
Roman Butler Fullerton & Co
Missouri
$1.47M -$23.6K -279 -2%
BFG
479
Berger Financial Group
Minnesota
$1.46M -$72.6K -865 -5%
SIA
480
Strategic Investment Advisors
Michigan
$1.46M +$107K +1,275 +8%
RB
481
Renasant Bank
Mississippi
$1.45M -$37.5K -447 -3%
CP
482
Creekside Partners
California
$1.45M +$1.45M +17,288 New
HWM
483
HB Wealth Management
Georgia
$1.43M -$478K -5,698 -25%
SFS
484
Symphony Financial Services
Ohio
$1.43M +$1.43M +17,003 New
PG
485
Prostatis Group
Maryland
$1.41M -$183K -2,174 -11%
IP
486
Intellectus Partners
California
$1.4M +$88.7K +1,057 +7%
TFS
487
Thoroughbred Financial Services
Tennessee
$1.4M +$86.8K +1,034 +7%
SM
488
Sweeney & Michel
California
$1.39M -$15K -179 -1%
CWM
489
Centric Wealth Management
Illinois
$1.39M +$3.2K +37 +0.2%
WWA
490
WCG Wealth Advisors
Nevada
$1.38M -$1.08M -12,828 -44%
TFA
491
Tranquilli Financial Advisor
New Jersey
$1.37M +$19.2K +229 +1%
Renaissance Technologies
492
Renaissance Technologies
New York
$1.37M +$1.37M +16,300 New
GLA
493
Good Life Advisors
Pennsylvania
$1.36M +$324K +3,855 +31%
CWM
494
CCG Wealth Management
California
$1.36M -$24.6K -293 -2%
MWA
495
Midland Wealth Advisors
Illinois
$1.35M +$1.35M +16,115 New
SW
496
Simplicity Wealth
New Jersey
$1.34M +$22.8K +272 +2%
DB
497
Dravo Bay
Delaware
$1.34M +$135K +1,603 +11%
VWWMG
498
Vermillion & White Wealth Management Group
Pennsylvania
$1.33M -$4.28K -51 -0.3%
FBFS
499
First Business Financial Services
Wisconsin
$1.33M – – –
CTWM
500
Cherry Tree Wealth Management
Minnesota
$1.32M -$43.1K -513 -3%
18 19
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