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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 %
FCP
601
Fidelis Capital Partners
Florida
$1.09M +$277K +3,556 +34%
WAP
602
Wealthcare Advisory Partners
Pennsylvania
$1.09M -$84K -1,077 -7%
CIA
603
Choate Investment Advisors
Massachusetts
$1.08M – – –
CG
604
CFO4Life Group
Texas
$1.08M -$282K -3,616 -21%
YWS
605
Yarger Wealth Strategies
Ohio
$1.08M +$10.8K +139 +1%
IC
606
Inscription Capital
Texas
$1.07M – – –
SS
607
Simplicity Solutions
Minnesota
$1.07M -$9.75K -125 -0.9%
DB
608
Dravo Bay
Delaware
$1.06M -$467K -5,987 -31%
KV
609
Kickstand Ventures
New York
$1.06M -$405K -5,186 -28%
BCA
610
Bay Colony Advisors
Massachusetts
$1.06M +$149K +1,910 +16%
BFEC
611
Benjamin F. Edwards & Company
Missouri
$1.06M -$182K -2,331 -15%
VPP
612
Vertex Planning Partners
Illinois
$1.05M -$299K -3,828 -22%
SVWAG
613
Sound View Wealth Advisors Group
Georgia
$1.05M -$48.6K -623 -4%
FWP
614
Firethorn Wealth Partners
Georgia
$1.05M -$657K -8,423 -39%
LWM
615
LongView Wealth Management
Georgia
$1.04M +$1.04M +13,220 New
AAG
616
Armstrong Advisory Group
Massachusetts
$1.02M -$53.6K -687 -5%
SXL
617
Summit X LLC
Missouri
$1M -$25.7K -330 -2%
PCA
618
Peddock Capital Advisors
Massachusetts
$1M +$20.8K +266 +2%
TF
619
Trek Financial
Arizona
$989K -$1.82M -23,286 -65%
GA
620
Goldstein Advisors
Wisconsin
$985K +$17.8K +228 +2%
Pathstone Holdings
621
Pathstone Holdings
New Jersey
$961K +$961K +12,320 New
CWM
622
Concentrum Wealth Management
California
$960K -$15.6K -200 -2%
WMA
623
Wealth Management Associates
New Jersey
$951K – – –
FA
624
Forefront Analytics
Pennsylvania
$947K +$44.9K +576 +5%
Natixis Advisors
625
Natixis Advisors
Massachusetts
$938K +$938K +12,030 New
23 24
25
26 27