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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 %
IAN
526
Integrated Advisors Network
Texas
$1.37M +$1.55K +17 +0.1%
SF
527
Summit Financial
New Jersey
$1.37M +$139K +1,527 +11%
PWA
528
Physician Wealth Advisors
Utah
$1.37M -$12.2K -132 -0.9%
GFG
529
Goldstone Financial Group
Illinois
$1.36M -$10.9K -119 -0.8%
PG
530
Prostatis Group
Maryland
$1.36M -$174K -1,904 -11%
CPA
531
Cardiff Park Advisors
California
$1.36M +$274 +3 +0%
BCA
532
Bay Colony Advisors
Massachusetts
$1.36M +$48.6K +532 +4%
Brown Advisory
533
Brown Advisory
Maryland
$1.33M -$12.6K -138 -0.9%
PWM
534
Provident Wealth Management
Tennessee
$1.33M – – –
MP
535
McDonald Partners
Ohio
$1.32M – – –
AFO
536
Arrowroot Family Office
California
$1.32M -$3.16M -34,569 -71%
FFA
537
Farther Finance Advisors
California
$1.31M -$95.4K -1,045 -7%
RI
538
Ridgewood Investments
New Jersey
$1.31M -$93.1K -1,020 -7%
JCM
539
Jacobi Capital Management
Pennsylvania
$1.31M -$3.65K -40 -0.3%
NIWA
540
New Insight Wealth Advisors
California
$1.3M +$14.2K +155 +1%
NRW
541
Nova R Wealth
Kansas
$1.3M +$3.11K +34 +0.2%
CG
542
Caprock Group
Idaho
$1.3M +$4.11K +45 +0.3%
MCA
543
Magnolia Capital Advisors
Mississippi
$1.3M +$9.68K +106 +0.8%
DWT
544
Dorsey & Whitney Trust
South Dakota
$1.28M +$621K +6,800 +94%
YWS
545
Yarger Wealth Strategies
Ohio
$1.28M +$5.3K +58 +0.4%
MWM
546
Mattern Wealth Management
Kansas
$1.27M -$152K -1,668 -11%
NW
547
NewEdge Wealth
Pennsylvania
$1.26M +$509K +5,578 +68%
FFWA
548
FRG Family Wealth Advisors
Washington
$1.26M -$30.6K -335 -2%
GC
549
GFG Capital
Florida
$1.25M -$803K -15,181 -39%
JFG
550
JMG Financial Group
Illinois
$1.25M – – –
20 21
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