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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.85%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.61B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$296M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$63.7M
5
VI
Vestcor Inc
New Brunswick, Canada
+$58.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$566M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$470M
3
Bank of America
Bank of America
North Carolina
-$441M
4
Osaic Holdings
Osaic Holdings
Arizona
-$253M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWM
676
Schrum Private Wealth Management
Florida
$780K -$118K -1,513 -13%
MIH
677
Meitav Investment House
Israel
$772K -$10.9K -140 -1%
GT
678
Greenleaf Trust
Michigan
$769K -$568K -7,275 -42%
QC
679
Quent Capital
New York
$767K +$699K +8,961 +1,034%
BWM
680
Baystate Wealth Management
Massachusetts
$764K -$784K -10,047 -51%
FA
681
FF Advisors
California
$760K +$760K +9,735 New
WWP
682
WR Wealth Planners
Missouri
$759K -$84.2K -1,079 -10%
SCM
683
Stonehearth Capital Management
Massachusetts
$759K -$1.8K -23 -0.2%
BJL
684
Brighton Jones LLC
Washington
$751K +$235K +3,010 +46%
BWM
685
BCS Wealth Management
Tennessee
$750K +$18K +231 +2%
SC
686
Scotia Capital
Ontario, Canada
$749K +$100K +1,282 +15%
ISB
687
Iowa State Bank
Iowa
$748K -$129K -1,655 -15%
WMA
688
West Michigan Advisors
Michigan
$738K -$19K -244 -3%
MFG
689
Midwest Financial Group
Kansas
$737K -$22.8K -292 -3%
CRWM
690
Castle Rock Wealth Management
California
$736K – – –
SC
691
Soundwatch Capital
Connecticut
$725K +$725K +1,797 New
SIA
692
Soltis Investment Advisors
Utah
$725K -$325K -4,160 -31%
CCM
693
Crabel Capital Management
California
$721K +$721K +9,234 New
IPAM
694
Investment Partners Asset Management
New Jersey
$719K +$719K +9,212 New
HSWS
695
Higgins & Schmidt Wealth Strategies
Colorado
$719K +$719K +9,208 New
GT
696
Glenview Trust
Kentucky
$716K +$433K +5,546 +153%
MWM
697
MBE Wealth Management
Wisconsin
$707K -$20.1K -257 -3%
SGWM
698
Sterling Group Wealth Management
California
$703K – – –
CPL
699
CAP Partners LLC
Tennessee
$702K +$702K +8,992 New
EWA
700
Exencial Wealth Advisors
Oklahoma
$698K +$698K +8,950 New
26 27
28
29 30