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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 %
TVAMP
651
Tennessee Valley Asset Management Partners
Tennessee
$701K -$700K -8,375 -50%
GC
652
Garde Capital
Washington
$697K – – –
WAL
653
W Advisors LLC
Tennessee
$697K -$251K -3,004 -26%
MWM
654
Maripau Wealth Management
Indiana
$688K -$264K -3,154 -28%
EGA
655
E&G Advisors
Texas
$680K – – –
Fifth Third Bancorp
656
Fifth Third Bancorp
Ohio
$677K -$865K -10,348 -56%
Neuberger Berman Group
657
Neuberger Berman Group
New York
$677K -$37.9K -454 -5%
BBHC
658
Brown Brothers Harriman & Co
New York
$676K – – –
WWM
659
Wagner Wealth Management
South Carolina
$674K +$919 +11 +0.1%
AIA
660
AIMZ Investment Advisors
California
$671K – – –
Bessemer Group
661
Bessemer Group
New Jersey
$670K -$1.67K -20 -0.2%
BWM
662
BCS Wealth Management
Tennessee
$669K -$134K -1,601 -17%
DWT
663
Dorsey & Whitney Trust
South Dakota
$666K – – –
BI
664
Berkeley Inc
Idaho
$665K +$40.1K +480 +6%
TPWM
665
Twelve Points Wealth Management
Massachusetts
$664K -$34.6K -414 -5%
NW
666
NewEdge Wealth
Pennsylvania
$660K +$61.5K +763 +10%
JGCM
667
Joseph Group Capital Management
Ohio
$658K -$10.9K -130 -2%
FWM
668
Foguth Wealth Management
Michigan
$658K +$658K +7,876 New
CCWM
669
Cassaday & Co Wealth Management
Virginia
$657K – – –
AWE
670
Avidian Wealth Enterprises
Texas
$654K -$600K -7,179 -48%
FA
671
Fountainhead AM
New Jersey
$651K -$29K -347 -4%
LFGH
672
Lee Financial Group Hawaii
Hawaii
$650K +$2.67K +32 +0.4%
CAM
673
Cidel Asset Management
Ontario, Canada
$644K -$2.09K -25 -0.3%
ACM
674
Advisors Capital Management
New Jersey
$639K -$100K -1,198 -14%
VFIC
675
Valley Forge Investment Consultants
Pennsylvania
$638K -$13.5K -162 -2%
25 26
27
28 29