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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 %
PG
576
Prostatis Group
Maryland
$1.04M -$287K -3,233 -22%
GDP
577
Great Diamond Partners
Maine
$1.03M +$1.03M +11,612 New
PWM
578
PMG Wealth Management
Illinois
$1.03M +$1.03M +11,602 New
BFA
579
Beacon Financial Advisory
Ohio
$1.02M +$21.9K +247 +2%
AWM
580
Avaii Wealth Management
Wisconsin
$1.02M +$2.22K +25 +0.2%
KF
581
K2 Financial
California
$1.02M +$1.02M +11,550 New
SPWM
582
Schrum Private Wealth Management
Florida
$1.01M -$778K -8,758 -43%
TI
583
TTP Investments
California
$1.01M – – –
BJL
584
Brighton Jones LLC
Washington
$1M +$115K +1,291 +13%
PAS
585
PKS Advisory Services
New York
$1M +$1M +11,275 New
AWA
586
Arkadios Wealth Advisors
Georgia
$1M -$20.9K -235 -2%
DWP
587
Destiny Wealth Partners
Florida
$998K -$26K -293 -3%
LWM
588
LongView Wealth Management
Georgia
$995K -$21K -236 -2%
GA
589
Goldstein Advisors
Wisconsin
$982K -$27.4K -309 -3%
CWM
590
Certus Wealth Management
California
$981K -$18.6K -200 -2%
CWM
591
C2C Wealth Management
Arizona
$974K – – –
MGIA
592
Moneta Group Investment Advisors
Missouri
$973K -$2.13K -24 -0.2%
GPA
593
Guidance Point Advisors
Massachusetts
$970K – – –
GLLW
594
Graves Light Lenhart Wealth
Virginia
$969K – – –
JIP
595
Jaffetilchin Investment Partners
Florida
$967K +$7.01K +79 +0.7%
SJGA
596
Stephen J. Garry & Associates
New York
$962K -$188K -2,120 -16%
CAM
597
Creekmur Asset Management
Illinois
$951K -$40K -451 -4%
WA
598
WBH Advisory
Maryland
$949K -$29.7K -335 -3%
LC
599
Lincoln Capital
Nebraska
$946K -$7.28K -82 -0.8%
OPWM
600
Oxinas Partners Wealth Management
Indiana
$941K -$8.79K -99 -0.9%
22 23
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