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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
626
Northwest Financial Advisors
Virginia
$818K -$67.7K -810 -8%
SC
627
Scotia Capital
Ontario, Canada
$814K +$11.7K +140 +1%
FA
628
FF Advisors
California
$814K – – –
WMA
629
West Michigan Advisors
Michigan
$813K +$22.9K +274 +3%
GT
630
Greenleaf Trust
Michigan
$813K -$10.4K -125 -1%
SCM
631
Stonehearth Capital Management
Massachusetts
$810K -$2.51K -30 -0.3%
MIH
632
Meitav Investment House
Israel
$810K -$16.7K -200 -2%
AWM
633
Alterna Wealth Management
Texas
$800K -$130K -1,556 -14%
GWP
634
Gen-Wealth Partners
Michigan
$798K +$798K +9,548 New
GT
635
Glenview Trust
Kentucky
$798K +$30.8K +368 +4%
APW
636
Austin Private Wealth
Texas
$794K -$5.22M -63,109 -87%
SF
637
Summit Financial
New Jersey
$781K +$93.6K +1,120 +14%
ISB
638
Iowa State Bank
Iowa
$770K -$31.2K -373 -4%
BFEC
639
Benjamin F. Edwards & Company
Missouri
$770K -$362K -4,329 -32%
IPAM
640
Investment Partners Asset Management
New Jersey
$768K -$2.26K -27 -0.3%
CRWM
641
Castle Rock Wealth Management
California
$761K +$80 +1 +0%
HSWS
642
Higgins & Schmidt Wealth Strategies
Colorado
$759K -$10.4K -125 -1%
MFG
643
Midwest Financial Group
Kansas
$752K -$37.9K -453 -5%
VC
644
Veery Capital
Delaware
$743K -$163K -1,954 -18%
BWIA
645
Bryant Woods Investment Advisors
New York
$738K -$219K -2,615 -23%
OWMIAS
646
One Wealth Management Investment & Advisory Services
Florida
$728K -$711K -8,508 -49%
SM
647
Sensible Money
Arizona
$719K – – –
FG
648
Fiduciary Group
Georgia
$717K – – –
CPRC
649
Consolidated Portfolio Review Corp
New York
$712K -$6.19K -74 -0.9%
MWM
650
MBE Wealth Management
Wisconsin
$709K -$48.2K -577 -6%
24 25
26
27 28