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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 %
BCA
551
Bay Colony Advisors
Massachusetts
$1.18M -$142K -1,604 -11%
TWM
552
Tolleson Wealth Management
Texas
$1.17M -$789K -8,886 -40%
CWM
553
Concentrum Wealth Management
California
$1.17M +$210K +2,367 +22%
YWS
554
Yarger Wealth Strategies
Ohio
$1.16M -$80.8K -910 -6%
MWM
555
Mosley Wealth Management
California
$1.16M +$66.6K +728 +6%
TGAM
556
TBH Global Asset Management
Tennessee
$1.15M -$34.6K -390 -3%
CA
557
Claro Advisors
Massachusetts
$1.14M +$26.8K +302 +2%
YIH
558
Y-Intercept (HK)
Hong Kong
$1.13M +$1.13M +12,728 New
PW
559
Potentia Wealth
California
$1.13M +$1.13M +12,700 New
PCA
560
Peddock Capital Advisors
Massachusetts
$1.13M – – –
ALA
561
Atlas Legacy Advisors
California
$1.13M +$1.13M +12,671 New
FFWA
562
FRG Family Wealth Advisors
Washington
$1.11M -$111K -1,255 -9%
CG
563
CFO4Life Group
Texas
$1.11M -$39.3K -443 -3%
WMA
564
Wealth Management Associates
New Jersey
$1.11M +$977 +11 +0.1%
TFA
565
Tranquilli Financial Advisor
New Jersey
$1.1M -$1.39M -15,694 -56%
SXL
566
Summit X LLC
Missouri
$1.1M -$18.8K -212 -2%
KCM
567
Kathmere Capital Management
Pennsylvania
$1.1M +$91.9K +1,035 +9%
FFBTD
568
First Financial Bank - Trust Division
Ohio
$1.09M -$76.5K -862 -7%
Millennium Management
569
Millennium Management
New York
$1.08M +$469K +5,277 +77%
SVWAG
570
Sound View Wealth Advisors Group
Georgia
$1.08M +$355 +4 +0%
EL
571
EQ LLC
Washington
$1.07M -$104K -1,174 -9%
SAW
572
Signal Advisors Wealth
Michigan
$1.07M -$22.9K -258 -2%
AAG
573
Armstrong Advisory Group
Massachusetts
$1.05M -$13.8K -155 -1%
AFO
574
Arrowroot Family Office
California
$1.05M -$233K -2,620 -18%
TIAA Trust, National Association
575
TIAA Trust, National Association
North Carolina
$1.04M +$43.8K +493 +4%
21 22
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