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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 %
JCM
576
Jacobi Capital Management
Pennsylvania
$1.18M -$10.2K -131 -0.9%
SFG
577
StrategIQ Financial Group
Indiana
$1.17M -$105K -1,351 -8%
FHA
578
First Horizon Advisors
Tennessee
$1.17M -$742K -9,508 -39%
AWE
579
Avidian Wealth Enterprises
Texas
$1.17M -$300K -3,851 -20%
WA
580
WBH Advisory
Maryland
$1.17M -$17.3K -222 -1%
MSWMA
581
Market Street Wealth Management Advisors
Indiana
$1.17M -$4.72M -60,432 -80%
KA
582
Kovack Advisors
Florida
$1.17M +$3.12K +40 +0.3%
STA
583
Summit Trail Advisors
New York
$1.16M -$163K -2,092 -12%
CPA
584
Cardiff Park Advisors
California
$1.16M +$546 +7 +0%
IP
585
Intellectus Partners
California
$1.15M +$7.18K +92 +0.6%
EWA
586
Elevate Wealth Advisory
Georgia
$1.14M +$1.14M +14,621 New
SG Americas Securities
587
SG Americas Securities
New York
$1.14M +$677K +8,673 +146%
SFG
588
Sovereign Financial Group
Connecticut
$1.14M -$497K -6,366 -30%
MP
589
McDonald Partners
Ohio
$1.13M +$78 +1 +0%
NCFG
590
New Century Financial Group
New Jersey
$1.13M +$1.13M +14,500 New
AWA
591
Arkadios Wealth Advisors
Georgia
$1.13M -$142K -1,822 -11%
IDA
592
Intelligence Driven Advisers
California
$1.13M -$3.07M -38,459 -73%
WT
593
Whittier Trust
California
$1.12M -$60.5K -775 -5%
FFWA
594
FRG Family Wealth Advisors
Washington
$1.12M -$429K -5,500 -28%
PMG
595
ProVise Management Group
Florida
$1.12M +$59.6K +764 +6%
SJGA
596
Stephen J. Garry & Associates
New York
$1.12M +$1.12M +14,353 New
WF
597
Welch & Forbes
Massachusetts
$1.12M – – –
SPAS
598
Spectrum Planning & Advisory Services
California
$1.12M -$388K -4,970 -26%
TFGT
599
TS Financial Group (TSFG)
Illinois
$1.11M -$362K -4,647 -25%
NRW
600
Nova R Wealth
Kansas
$1.1M +$53.4K +684 +5%
22 23
24
25 26