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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 %
VWWMG
626
Vermillion & White Wealth Management Group
Pennsylvania
$931K +$931K +11,931 New
LIA
627
LS Investment Advisors
Michigan
$912K +$1.25K +16 +0.1%
FCI
628
Financial Counselors Inc
Kansas
$908K +$529K +6,777 +139%
LF
629
Lantz Financial
Illinois
$906K -$476K -6,096 -34%
AWA
630
Arete Wealth Advisors
Illinois
$902K +$493K +6,322 +121%
KCM
631
Kathmere Capital Management
Pennsylvania
$899K +$66.2K +848 +8%
FSA
632
Financial Sense Advisors
California
$894K -$28K -359 -3%
BWIA
633
Bryant Woods Investment Advisors
New York
$893K -$83.3K -1,067 -9%
AWM
634
Avaii Wealth Management
Wisconsin
$892K -$56.1K -719 -6%
MWM
635
Maripau Wealth Management
Indiana
$888K -$390K -5,000 -31%
TI
636
TTP Investments
California
$888K – – –
IFWM
637
Institute for Wealth Management
Colorado
$887K -$66.4K -851 -7%
WAL
638
W Advisors LLC
Tennessee
$885K -$140K -1,794 -14%
CA
639
Calton & Associates
Florida
$874K +$874K +11,203 New
CSPIA
640
Cary Street Partners Investment Advisory
Virginia
$869K +$328K +4,198 +60%
AWM
641
Alterna Wealth Management
Texas
$869K -$118K -1,506 -12%
IPW
642
Impact Partnership Wealth
Georgia
$860K -$3.31M -42,458 -79%
WI
643
Wintrust Investments
Illinois
$859K -$773K -9,904 -47%
LC
644
Lincoln Capital
Nebraska
$858K – – –
CWM
645
C2C Wealth Management
Arizona
$854K -$626 -8 -0.1%
QT
646
Quantbot Technologies
New York
$853K +$853K +10,938 New
CPIA
647
Cornell Pochily Investment Advisors
New York
$851K +$6.79K +87 +0.8%
GLLW
648
Graves Light Lenhart Wealth
Virginia
$851K -$15.6K -200 -2%
MIS
649
Morningstar Investment Services
Illinois
$851K +$418K +5,369 +97%
JIP
650
Jaffetilchin Investment Partners
Florida
$850K +$28.2K +362 +3%
24 25
26
27 28