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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 %
Brown Advisory
551
Brown Advisory
Maryland
$1.3M -$52.3K -670 -4%
MWM
552
Mattern Wealth Management
Kansas
$1.3M -$234 -3 -0%
TFS
553
Thoroughbred Financial Services
Tennessee
$1.3M -$457K -5,855 -26%
NS
554
NBC Securities
Alabama
$1.29M -$95.6K -1,226 -7%
CWM
555
CCG Wealth Management
California
$1.29M – – –
SHJ
556
Sharkey, Howes & Javer
Colorado
$1.29M -$4.34M -55,670 -77%
CWM
557
Centric Wealth Management
Illinois
$1.28M +$9.35K +117 +0.7%
IAN
558
Integrated Advisors Network
Texas
$1.28M -$22.9K -294 -2%
FCFC
559
First Citizens Financial Corp
Iowa
$1.26M -$294K -3,762 -19%
PIA
560
Perennial Investment Advisors
California
$1.25M -$169K -2,167 -12%
KPWS
561
Kestra Private Wealth Services
Texas
$1.25M -$372K -4,761 -23%
CFAM
562
Center For Asset Management
Florida
$1.25M +$5.54K +71 +0.4%
SEP
563
Southland Equity Partners
Missouri
$1.24M -$18K -231 -1%
NIWA
564
New Insight Wealth Advisors
California
$1.24M +$1.24M +15,860 New
PWMG
565
Provence Wealth Management Group
California
$1.23M -$189K -2,422 -13%
FBFS
566
First Business Financial Services
Wisconsin
$1.23M -$23.4K -300 -2%
KWS
567
Keystone Wealth Services
California
$1.23M -$281K -3,600 -19%
SMA
568
Sage Mountain Advisors
Georgia
$1.22M +$194K +2,484 +19%
SIA
569
Strategic Investment Advisors
Michigan
$1.22M -$41.3K -529 -3%
RPGK
570
Retirement Planning Group (Kansas)
Kansas
$1.22M -$853K -10,937 -41%
EP
571
Eudaimonia Partners
Tennessee
$1.21M -$288K -3,686 -19%
RI
572
Ridgewood Investments
New Jersey
$1.21M -$86.6K -1,110 -7%
9WM
573
9258 Wealth Management
Ohio
$1.21M -$363K -4,647 -23%
TP
574
Tranquility Partners
Tennessee
$1.2M -$79.1K -1,014 -6%
TWM
575
Triton Wealth Management
Arizona
$1.19M -$405K -5,175 -25%
21 22
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