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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 %
FG
651
Fiduciary Group
Georgia
$762K – – –
AWM
652
Alterna Wealth Management
Texas
$760K +$49.4K +556 +7%
Fisher Asset Management
653
Fisher Asset Management
Washington
$745K -$133K -1,496 -15%
SGWM
654
Sterling Group Wealth Management
California
$745K – – –
SW
655
Simplicity Wealth
New Jersey
$744K -$773K -8,706 -51%
ADL
656
Asset Dedication LLC
California
$744K – – –
MSWMA
657
Market Street Wealth Management Advisors
Indiana
$743K -$3.55K -40 -0.5%
JWM
658
JFG Wealth Management
Colorado
$742K -$26.3K -296 -3%
GC
659
Garde Capital
Washington
$741K – – –
PAMG
660
Patton Albertson Miller Group
Tennessee
$734K -$271K -3,053 -27%
EWA
661
Exencial Wealth Advisors
Oklahoma
$733K +$12.1K +136 +2%
WMA
662
West Michigan Advisors
Michigan
$733K -$13K -146 -2%
CIBC World Market
663
CIBC World Market
Ontario, Canada
$731K +$36K +406 +5%
MWM
664
MBE Wealth Management
Wisconsin
$726K -$4.71K -53 -0.6%
BBHC
665
Brown Brothers Harriman & Co
New York
$723K -$2.75K -31 -0.4%
EGA
666
E&G Advisors
Texas
$720K – – –
WWM
667
Wagner Wealth Management
South Carolina
$719K +$1.15K +13 +0.2%
ICMM
668
Integrated Capital Management (Michigan)
Michigan
$715K -$533 -6 -0.1%
WAL
669
W Advisors LLC
Tennessee
$714K -$888 -10 -0.1%
SW
670
StrongBox Wealth
Missouri
$713K -$1.78K -20 -0.2%
AIA
671
AIMZ Investment Advisors
California
$712K – – –
CCWM
672
Cassaday & Co Wealth Management
Virginia
$698K – – –
OAP
673
One Advisory Partners
Kansas
$697K -$13K -146 -2%
IIM
674
Illumine Investment Management
Washington
$695K +$695K +7,822 New
CAM
675
Cidel Asset Management
Ontario, Canada
$685K – – –
25 26
27
28 29