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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,180 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 353 increasing their positions, 539 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
17.07%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.3%
New
95
Increased
353
Reduced
539
Closed
57
Calls
$831K
Puts
$2.47M
Net Calls
-$1.63M
Net Calls Change
+$5.71M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$93.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$69.6M
3
Morgan Stanley
Morgan Stanley
New York
+$52M
4
OPAM
Ocean Park Asset Management
California
+$50M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$534M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
501
Renasant Bank
Mississippi
$1.57M -$15.2K -167 -1%
SW
502
Simplicity Wealth
New Jersey
$1.56M +$103K +1,130 +7%
DL
503
DOHJ LLC
Washington
$1.55M -$80.2K -882 -5%
MW
504
Marcum Wealth
Ohio
$1.55M -$408K -4,471 -21%
AFG
505
Atomi Financial Group
New York
$1.55M -$219K -2,399 -12%
IP
506
Intellectus Partners
California
$1.54M +$8.95K +98 +0.6%
SMA
507
Sage Mountain Advisors
Georgia
$1.53M +$104K +1,140 +7%
AWMS
508
Advocacy Wealth Management Services
Georgia
$1.53M -$216K -2,368 -12%
TFS
509
Thoroughbred Financial Services
Tennessee
$1.51M -$3.47K -38 -0.2%
CWM
510
Centric Wealth Management
Illinois
$1.49M +$2.77K +30 +0.2%
CWM
511
CCG Wealth Management
California
$1.47M -$7.67K -84 -0.5%
VCA
512
Verdence Capital Advisors
Maryland
$1.47M +$76.9K +842 +6%
GF
513
Gries Financial
Ohio
$1.46M -$451K -4,943 -24%
WWA
514
WCG Wealth Advisors
Nevada
$1.45M -$45.6K -499 -3%
MW
515
Maia Wealth
Colorado
$1.45M -$130K -1,425 -8%
KPWS
516
Kestra Private Wealth Services
Texas
$1.44M +$443K +4,856 +45%
TP
517
Tranquility Partners
Tennessee
$1.43M +$913 +10 +0.1%
EWA
518
Elevate Wealth Advisory
Georgia
$1.42M +$105K +1,150 +8%
SEP
519
Southland Equity Partners
Missouri
$1.42M -$4.93K -54 -0.3%
KWS
520
Keystone Wealth Services
California
$1.41M +$1.37K +15 +0.1%
NS
521
NBC Securities
Alabama
$1.4M +$32.7K +358 +2%
CTWM
522
Cherry Tree Wealth Management
Minnesota
$1.39M -$37.5K -411 -3%
IC
523
Inscription Capital
Texas
$1.39M – – –
9WM
524
9258 Wealth Management
Ohio
$1.39M -$639 -7 -0%
BFG
525
Berger Financial Group
Minnesota
$1.39M -$205K -2,241 -13%
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