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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,153 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 278 increasing their positions, 594 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
16.77%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.29%
New
92
Increased
278
Reduced
594
Closed
86
Calls
$1.23M
Puts
$8.57M
Net Calls
-$7.35M
Net Calls Change
+$30.8M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$312M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$137M
3
APF
Alaska Permanent Fund
Alaska
+$72.3M
4
SP
Symmetry Partners
Connecticut
+$27.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$224M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$119M
3
Bank of America
Bank of America
North Carolina
-$110M
4
Morgan Stanley
Morgan Stanley
New York
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
626
LS Investment Advisors
Michigan
$735K -$155K -1,848 -17%
IFWM
627
Institute for Wealth Management
Colorado
$731K -$144K -1,714 -16%
SM
628
Sensible Money
Arizona
$723K – – –
FG
629
Fiduciary Group
Georgia
$720K – – –
AR
630
Apeiron RIA
Texas
$719K -$209K -2,490 -23%
TL
631
Tradewinds LLC
North Carolina
$703K +$703K +8,375 New
VC
632
Veery Capital
Delaware
$702K -$43.7K -521 -6%
GC
633
Garde Capital
Washington
$701K – – –
MWM
634
MBE Wealth Management
Wisconsin
$700K -$12.5K -149 -2%
TVAMP
635
Tennessee Valley Asset Management Partners
Tennessee
$699K -$4.7K -56 -0.7%
LA
636
LPF Advisors
Florida
$697K +$184K +2,190 +36%
CB
637
Community Bank
New York
$696K -$277K -3,298 -28%
ADL
638
Asset Dedication LLC
California
$693K +$693K +8,256 New
CIBC World Market
639
CIBC World Market
Ontario, Canada
$693K -$788K -9,397 -53%
NW
640
NewEdge Wealth
Pennsylvania
$692K +$4.87K +58 +0.7%
EGA
641
E&G Advisors
Texas
$681K -$1.68K -20 -0.2%
LWL
642
Leo Wealth LLC
Texas
$680K +$680K +8,121 New
OAP
643
One Advisory Partners
Kansas
$680K -$157K -1,873 -19%
WAL
644
W Advisors LLC
Tennessee
$679K -$20.7K -246 -3%
BBHC
645
Brown Brothers Harriman & Co
New York
$679K – – –
Fifth Third Bancorp
646
Fifth Third Bancorp
Ohio
$678K -$2.52K -30 -0.4%
WWM
647
Wagner Wealth Management
South Carolina
$678K +$840 +10 +0.1%
AIA
648
AIMZ Investment Advisors
California
$674K – – –
BWM
649
BCS Wealth Management
Tennessee
$672K – – –
BAM
650
Belpointe Asset Management
Nevada
$670K +$139K +1,655 +26%
24 25
26
27 28