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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 %
PFA
601
Pinnacle Family Advisors
Missouri
$938K +$441K +4,970 +89%
SAM
602
Smartleaf Asset Management
Massachusetts
$936K +$19.4K +219 +2%
MC
603
Moors & Cabot
Massachusetts
$924K -$13K -146 -1%
TPI
604
Trust Point Inc
Wisconsin
$923K +$923K +10,399 New
OWM
605
Opes Wealth Management
California
$919K +$679K +7,646 +283%
MYIA
606
Mount Yale Investment Advisors
Colorado
$919K +$35.5K +400 +4%
OBWP
607
O'Brien Wealth Partners
Massachusetts
$905K – – –
BEI
608
Benjamin Edwards Inc
Missouri
$897K +$134K +1,513 +18%
CB
609
Chris Bulman
California
$890K -$24.3K -274 -3%
SFG
610
Snider Financial Group
Washington
$888K +$63.9K +720 +8%
GHA
611
GW Henssler & Associates
Georgia
$882K – – –
NFA
612
Northwest Financial Advisors
Virginia
$874K +$89 +1 +0%
EA
613
Enclave Advisors
Texas
$873K -$9.5K -107 -1%
NAS
614
NWF Advisory Services
California
$870K +$870K +9,798 New
AR
615
Apeiron RIA
Texas
$866K +$58.2K +655 +7%
C1AG
616
Client 1st Advisory Group
Florida
$861K -$206K -2,319 -19%
KOMWMG
617
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$859K – – –
JAA
618
Joel Adams & Associates
North Carolina
$859K +$859K +9,672 New
MIH
619
Meitav Investment House
Israel
$857K -$3.2K -36 -0.4%
PMG
620
ProVise Management Group
Florida
$855K -$39.1K -440 -4%
HP
621
Holistic Planning
Texas
$849K -$24.4K -275 -3%
PWG
622
Private Wealth Group
Florida
$849K – – –
AAA
623
American Alpha Advisors
New York
$845K +$44.2K +498 +6%
DB
624
Dravo Bay
Delaware
$840K +$65.4K +737 +8%
ONST
625
Old North State Trust
North Carolina
$835K -$144K -1,623 -15%
23 24
25
26 27