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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,271 hedge funds and large institutions have $16.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 338 increasing their positions, 527 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
+91
Holders Change %
+7.71%
% of All Funds
16.92%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.09%
New
180
Increased
338
Reduced
527
Closed
61
Calls
$622K
Puts
$3.01M
Net Calls
-$2.39M
Net Calls Change
-$754K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$71.8M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$62.8M
3
MCM
MAI Capital Management
Ohio
+$31.3M
4
LPL Financial
LPL Financial
California
+$29.1M
5
SFA
Sequoia Financial Advisors
Ohio
+$25M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$453M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$331M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$220M
4
HI
Horizon Investments
North Carolina
-$106M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
526
Keystone Wealth Services
California
$1.34M -$34.5K -388 -3%
KPWS
527
Kestra Private Wealth Services
Texas
$1.34M -$60.1K -677 -4%
FLA
528
Financial Life Advisors
Texas
$1.34M -$272K -3,068 -17%
VCA
529
Verdence Capital Advisors
Maryland
$1.33M -$94K -1,059 -7%
CPA
530
Cardiff Park Advisors
California
$1.32M +$266 +3 +0%
PWA
531
Physician Wealth Advisors
Utah
$1.31M -$5.15K -58 -0.4%
NA
532
Novus Advisors
South Carolina
$1.3M +$1.3M +14,640 New
MP
533
McDonald Partners
Ohio
$1.3M +$11.1K +125 +0.9%
GFG
534
Goldstone Financial Group
Illinois
$1.29M -$29.3K -330 -2%
NIWA
535
New Insight Wealth Advisors
California
$1.29M +$22.2K +250 +2%
PWM
536
Provident Wealth Management
Tennessee
$1.29M -$4.8K -54 -0.4%
CTWM
537
Cherry Tree Wealth Management
Minnesota
$1.28M -$72.5K -816 -5%
JCM
538
Jacobi Capital Management
Pennsylvania
$1.27M +$3.29K +37 +0.3%
RI
539
Ridgewood Investments
New Jersey
$1.27M +$799 +9 +0.1%
NRW
540
Nova R Wealth
Kansas
$1.27M +$3.2K +36 +0.3%
Bessemer Group
541
Bessemer Group
New Jersey
$1.23M +$415K +4,673 +51%
AA
542
Advisory Alpha
Michigan
$1.22M +$178K +2,007 +17%
BCG
543
Bravias Capital Group
New Jersey
$1.22M +$1.22M +13,284 New
JFG
544
JMG Financial Group
Illinois
$1.22M – – –
TP
545
Tranquility Partners
Tennessee
$1.22M -$191K -2,133 -14%
PIA
546
Perennial Investment Advisors
California
$1.2M +$977 +11 +0.1%
OCBCO
547
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.2M -$10.7M -120,049 -90%
MWM
548
Mattern Wealth Management
Kansas
$1.2M -$31.1K -350 -3%
BRWM
549
Blue Rock Wealth Management
North Carolina
$1.19M +$1.19M +13,395 New
DWT
550
Dorsey & Whitney Trust
South Dakota
$1.18M -$66.4K -748 -5%
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