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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
17.85%
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 %
BFA
526
Beacon Financial Advisory
Ohio
$1.46M -$590K -7,560 -29%
RBFC
527
Roman Butler Fullerton & Co
Missouri
$1.45M -$4.56K -57 -0.3%
CMS
528
Capital Market Strategies
Florida
$1.45M – – –
Fifth Third Bancorp
529
Fifth Third Bancorp
Ohio
$1.44M -$329K -4,219 -19%
CFCI
530
Comprehensive Financial Consultants Institutional
Indiana
$1.44M -$9.68K -124 -0.7%
HNB
531
Huntington National Bank
Ohio
$1.44M -$1.35M – –
S
532
Sachetta
Massachusetts
$1.44M +$1.44M +18,394 New
MLA
533
My Legacy Advisors
Oregon
$1.43M -$1.48M -18,848 -51%
SHIM
534
Stone House Investment Management
Pennsylvania
$1.41M -$2.81M -35,961 -67%
SAW
535
Signal Advisors Wealth
Michigan
$1.4M +$1.4M +17,984 New
SAM
536
Strategy Asset Managers
California
$1.4M +$6.09K +78 +0.4%
RB
537
Renasant Bank
Mississippi
$1.39M – – –
SL
538
SWMG LLC
Texas
$1.38M -$978K -12,530 -41%
CIBC World Market
539
CIBC World Market
Ontario, Canada
$1.38M -$18.3K -235 -1%
SC
540
Sapient Capital
Indiana
$1.37M +$1.37M +17,586 New
PAMG
541
Patton Albertson Miller Group
Tennessee
$1.37M -$10.8K -139 -0.8%
ACM
542
Andina Capital Management
Utah
$1.35M +$1.35M +17,337 New
CTWM
543
Cherry Tree Wealth Management
Minnesota
$1.35M +$12.5K +160 +0.9%
CG
544
Caprock Group
Idaho
$1.34M +$5.77K +74 +0.4%
OWMIAS
545
One Wealth Management Investment & Advisory Services
Florida
$1.34M +$1.34M +17,219 New
GFG
546
Goldstone Financial Group
Illinois
$1.32M -$102K -1,306 -7%
TVAMP
547
Tennessee Valley Asset Management Partners
Tennessee
$1.31M +$480K +6,152 +58%
CM
548
Columbus Macro
Pennsylvania
$1.31M -$68.5K -875 -5%
TFA
549
Tranquilli Financial Advisor
New Jersey
$1.3M -$426K -5,455 -25%
VCA
550
Verdence Capital Advisors
Maryland
$1.3M -$76.5K -980 -6%
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