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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 %
TCA
626
Transcend Capital Advisors
New Jersey
$834K -$857K -9,652 -51%
EFG
627
Everhart Financial Group
Ohio
$832K -$7.37K -83 -0.9%
PWP
628
Prasad Wealth Partners
Ohio
$832K +$832K +9,368 New
KFGG
629
Keystone Financial Group (Georgia)
Georgia
$828K +$828K +9,321 New
FCFC
630
First Citizens Financial Corp
Iowa
$827K -$239K -2,693 -22%
IPAM
631
Investment Partners Asset Management
New Jersey
$827K +$12.2K +137 +1%
IFWM
632
Institute for Wealth Management
Colorado
$821K -$3.73M -42,062 -82%
SIA
633
Soltis Investment Advisors
Utah
$820K -$19.3K -217 -2%
SG
634
StoneX Group
New York
$817K +$817K +9,203 New
CL
635
CLG LLC
California
$806K +$806K +9,074 New
MFG
636
Midwest Financial Group
Kansas
$804K +$1.95K +22 +0.2%
BW
637
BostonPremier Wealth
Massachusetts
$803K +$803K +9,047 New
FA
638
FF Advisors
California
$802K -$90.5K -987 -10%
FSA
639
Financial Sense Advisors
California
$797K -$31.7K -357 -4%
CF
640
Centaurus Financial
California
$793K -$27.3K -307 -3%
GPW
641
Genesis Private Wealth
Virginia
$783K +$783K +8,823 New
LIA
642
LS Investment Advisors
Michigan
$779K +$622 +7 +0.1%
TL
643
Tradewinds LLC
North Carolina
$778K – – –
SM
644
Sensible Money
Arizona
$775K – – –
FBFS
645
First Business Financial Services
Wisconsin
$772K – – –
APW
646
Austin Private Wealth
Texas
$771K +$3.46K +39 +0.5%
SCM
647
Stonehearth Capital Management
Massachusetts
$770K -$62.4K -703 -8%
BWIA
648
Bryant Woods Investment Advisors
New York
$769K -$12.1K -136 -2%
LA
649
LPF Advisors
Florida
$767K -$2.13K -24 -0.3%
Fifth Third Bancorp
650
Fifth Third Bancorp
Ohio
$766K +$19.8K +223 +3%
24 25
26
27 28