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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 %
AFG
476
Atomi Financial Group
New York
$1.65M +$145K +1,632 +10%
EA
477
Ergawealth Advisors
Illinois
$1.64M -$330K -3,721 -17%
WFAG
478
Wescott Financial Advisory Group
Pennsylvania
$1.63M -$89.6K -1,009 -5%
APWA
479
Atlas Private Wealth Advisors
New Jersey
$1.63M -$595K -6,700 -27%
D.E. Shaw & Co
480
D.E. Shaw & Co
New York
$1.63M +$1.63M +18,315 New
CWS
481
Cypress Wealth Services
California
$1.63M -$37.6K -423 -2%
OSAM
482
O'Shaughnessy Asset Management
Connecticut
$1.62M +$978K +11,013 +152%
QCM
483
Quantinno Capital Management
New York
$1.61M +$1.04M +11,731 +184%
PTC
484
Private Trust Company
Ohio
$1.6M -$22.4K -252 -1%
SMA
485
Sage Mountain Advisors
Georgia
$1.6M +$115K +1,294 +8%
SWM
486
Sugarloaf Wealth Management
Georgia
$1.6M -$747K -8,417 -32%
RL
487
Retireful LLC
Michigan
$1.59M -$1.36M -15,283 -46%
SAM
488
Strategy Asset Managers
California
$1.59M -$72.5K -816 -4%
SI
489
Saxon Interests
Texas
$1.58M +$14.7K +165 +0.9%
PPC
490
Park Place Capital
Alabama
$1.58M -$86.7K -976 -5%
AGP
491
Aspire Growth Partners
Florida
$1.58M +$1.58M +17,761 New
CMS
492
Capital Market Strategies
Florida
$1.58M – – –
FM
493
Family Management
New York
$1.57M -$2.6M -29,302 -62%
VI
494
Vestcor Inc
New Brunswick, Canada
$1.56M +$472K +5,320 +43%
RBFC
495
Roman Butler Fullerton & Co
Missouri
$1.56M -$40.3K -438 -3%
KWM
496
Kaydan Wealth Management
Michigan
$1.56M -$16.1K -181 -1%
S
497
Sachetta
Massachusetts
$1.55M -$355 -4 -0%
IP
498
Intellectus Partners
California
$1.55M +$51.5K +580 +3%
CFAM
499
Center For Asset Management
Florida
$1.53M -$118K -1,327 -7%
MW
500
Marcum Wealth
Ohio
$1.53M +$23.7K +267 +2%
18 19
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