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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 %
CM
501
Columbus Macro
Pennsylvania
$1.4M +$8.19K +98 +0.6%
ES
502
Eagle Strategies
New York
$1.4M +$1.4M +16,769 New
CG
503
Caprock Group
Idaho
$1.4M -$42.8K -512 -3%
LWM
504
Liberty Wealth Management
California
$1.39M -$1.89M -22,706 -58%
VCA
505
Verdence Capital Advisors
Maryland
$1.39M -$1.34K -16 -0.1%
SM
506
Sweeney & Michel
California
$1.39M +$1.39M +16,699 New
CFAM
507
Center For Asset Management
Florida
$1.38M +$47.1K +564 +4%
CWM
508
CCG Wealth Management
California
$1.38M – – –
FCFC
509
First Citizens Financial Corp
Iowa
$1.36M +$4.76K +57 +0.4%
CTWM
510
Cherry Tree Wealth Management
Minnesota
$1.35M -$92.5K -1,107 -6%
TFA
511
Tranquilli Financial Advisor
New Jersey
$1.35M -$49K -586 -4%
SIA
512
Strategic Investment Advisors
Michigan
$1.34M +$34.3K +410 +3%
FFBTD
513
First Financial Bank - Trust Division
Ohio
$1.34M -$8.14M -97,353 -86%
MWM
514
Mattern Wealth Management
Kansas
$1.34M -$53.4K -639 -4%
VWWMG
515
Vermillion & White Wealth Management Group
Pennsylvania
$1.33M +$328K +3,928 +33%
NIWA
516
New Insight Wealth Advisors
California
$1.32M -$3.85K -46 -0.3%
FBFS
517
First Business Financial Services
Wisconsin
$1.32M – – –
NS
518
NBC Securities
Alabama
$1.32M -$71.8K -859 -5%
SEP
519
Southland Equity Partners
Missouri
$1.31M -$13.2K -158 -1%
IAN
520
Integrated Advisors Network
Texas
$1.31M -$55.2K -661 -4%
SW
521
Simplicity Wealth
New Jersey
$1.31M +$611K +7,305 +87%
IP
522
Intellectus Partners
California
$1.31M +$79.8K +955 +6%
SMA
523
Sage Mountain Advisors
Georgia
$1.31M -$3.51K -42 -0.3%
GFG
524
Goldstone Financial Group
Illinois
$1.3M -$112K -1,343 -8%
TFS
525
Thoroughbred Financial Services
Tennessee
$1.3M -$85.5K -1,023 -6%
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