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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,153 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 278 increasing their positions, 594 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
16.77%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.29%
New
92
Increased
278
Reduced
594
Closed
86
Calls
$1.23M
Puts
$8.57M
Net Calls
-$7.35M
Net Calls Change
+$30.8M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$312M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$137M
3
APF
Alaska Permanent Fund
Alaska
+$72.3M
4
SP
Symmetry Partners
Connecticut
+$27.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$224M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$119M
3
Bank of America
Bank of America
North Carolina
-$110M
4
Morgan Stanley
Morgan Stanley
New York
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
551
Wealth Management Associates
New Jersey
$1.04M – – –
BFA
552
Beacon Financial Advisory
Ohio
$1.04M -$107K -1,271 -9%
ARC
553
Advisor Resource Council
Texas
$1.02M -$7.05K -96 -0.7%
LWM
554
LongView Wealth Management
Georgia
$1.02M -$6.38K -76 -0.6%
AAG
555
Armstrong Advisory Group
Massachusetts
$991K -$102K -1,213 -9%
SPWM
556
Schrum Private Wealth Management
Florida
$990K -$19.5K -232 -2%
FA
557
Forefront Analytics
Pennsylvania
$989K -$27.3K -325 -3%
EP
558
Edgestream Partners
New Jersey
$975K +$975K +11,617 New
GA
559
Goldstein Advisors
Wisconsin
$974K -$63K -750 -6%
KCM
560
Kathmere Capital Management
Pennsylvania
$972K – – –
VFG
561
Victory Financial Group
Texas
$971K +$971K +11,570 New
CAM
562
Creekmur Asset Management
Illinois
$969K -$315K -3,750 -25%
DWP
563
Destiny Wealth Partners
Florida
$969K -$31.1K -371 -3%
AWM
564
Avaii Wealth Management
Wisconsin
$963K – – –
WA
565
WBH Advisory
Maryland
$959K -$224K -2,669 -19%
Fisher Asset Management
566
Fisher Asset Management
Washington
$955K -$96.9K -1,154 -9%
TI
567
TTP Investments
California
$952K +$952K +11,344 New
WAP
568
Wealthcare Advisory Partners
Pennsylvania
$933K -$106K -1,258 -10%
CB
569
Chris Bulman
California
$928K +$928K +11,054 New
CWM
570
Certus Wealth Management
California
$927K -$232K -2,766 -20%
Pathstone Holdings
571
Pathstone Holdings
New Jersey
$927K -$42.4K -505 -4%
MGIA
572
Moneta Group Investment Advisors
Missouri
$925K +$16K +191 +2%
CWM
573
C2C Wealth Management
Arizona
$921K – – –
GPA
574
Guidance Point Advisors
Massachusetts
$917K -$662K -7,879 -42%
PAMG
575
Patton Albertson Miller Group
Tennessee
$916K -$177K -2,103 -16%
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