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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 %
C1AG
501
Client 1st Advisory Group
Florida
$1.67M -$368K -4,722 -18%
FGAM
502
Financial Gravity Asset Management
Texas
$1.65M +$24.6K +4,918 +2%
FPCP
503
Fort Point Capital Partners
California
$1.64M -$39.8K -510 -2%
CAM
504
Creekmur Asset Management
Illinois
$1.63M +$1.63M +20,908 New
ACM
505
Absolute Capital Management
Pennsylvania
$1.63M -$3.97M -50,833 -71%
FFWA
506
Forthright Family Wealth Advisory
Texas
$1.63M +$1.63M +20,844 New
EFG
507
Ehrlich Financial Group
California
$1.62M +$1.62M +20,799 New
WP
508
WealthShield Partners
North Carolina
$1.61M -$1.43M -18,300 -47%
KWM
509
Kaydan Wealth Management
Michigan
$1.6M -$9.6K -123 -0.6%
CIBC Private Wealth Group
510
CIBC Private Wealth Group
Georgia
$1.6M +$13K +167 +0.8%
CWM
511
Certus Wealth Management
California
$1.59M -$407K -5,217 -20%
AIP
512
Almanack Investment Partners
Pennsylvania
$1.59M -$352K -4,515 -18%
PTC
513
Private Trust Company
Ohio
$1.59M -$201K -2,582 -11%
GSEP
514
Golden State Equity Partners
California
$1.57M -$143K -1,829 -8%
CF
515
Centaurus Financial
California
$1.55M +$99.2K +1,271 +7%
PA
516
PFG Advisors
Arizona
$1.55M -$408K -5,228 -21%
EWM
517
Endowment Wealth Management
Wisconsin
$1.55M +$52.3K +670 +4%
HWM
518
HB Wealth Management
Georgia
$1.54M -$425K -5,446 -22%
PPC
519
Park Place Capital
Alabama
$1.53M -$33.5K -429 -2%
BDF
520
Black Diamond Financial
Maryland
$1.52M – – –
SWP
521
ShoreHaven Wealth Partners
New Jersey
$1.52M -$1.67M -21,424 -52%
MCM
522
Manchester Capital Management
Vermont
$1.51M – – –
BWM
523
BCGM Wealth Management
Indiana
$1.48M -$19.4K -249 -1%
BFG
524
Berger Financial Group
Minnesota
$1.48M +$1.8K +23 +0.1%
WWS
525
Wellington Wealth Strategies
Indiana
$1.48M +$1.48M +18,968 New
19 20
21
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