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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 %
SHIM
676
Stone House Investment Management
Pennsylvania
$632K -$874K -10,463 -58%
4WM
677
4J Wealth Management
Virginia
$628K – – –
CTC
678
Central Trust Company
Missouri
$628K +$574K +6,873 +1,072%
GMFG
679
Greater Midwest Financial Group
Minnesota
$627K +$2.76K +33 +0.4%
PP
680
PDS Planning
Ohio
$626K +$334 +4 +0.1%
SW
681
StrongBox Wealth
Missouri
$625K +$20.5K +245 +3%
VCP
682
Vista Capital Partners
Oregon
$617K – – –
EL
683
EMFO LLC
Florida
$615K – – –
TIA
684
Traphagen Investment Advisors
New Jersey
$614K -$1.67K -20 -0.3%
CPIA
685
Cornell Pochily Investment Advisors
New York
$611K -$300K -3,595 -33%
MLA
686
My Legacy Advisors
Oregon
$611K -$917K -10,976 -60%
SS
687
Sunbelt Securities
Texas
$609K -$9.11K -109 -1%
CGFA
688
Colton Groome Financial Advisors
North Carolina
$605K -$101K -1,204 -14%
CPA
689
Clear Point Advisors
New York
$602K -$6.94K -83 -1%
KP
690
Keel Point
Alabama
$602K -$1.59K -19 -0.3%
BFG
691
Bouchey Financial Group
New York
$598K – – –
QPWM
692
Quadrant Private Wealth Management
Pennsylvania
$594K -$245K -2,934 -29%
RCM
693
Requisite Capital Management
Texas
$593K +$593K +7,091 New
RFS
694
Richardson Financial Services
Massachusetts
$591K -$123K -1,469 -17%
FGAM
695
Financial Gravity Asset Management
Texas
$587K -$25.8M -323,163 -98%
EB
696
Exchange Bank
California
$585K -$8.36K -100 -1%
FMN
697
Financial Management Network
California
$583K -$31.2K -381 -5%
WA
698
Waddell & Associates
Tennessee
$581K -$10.9K -130 -2%
HL
699
HeadInvest LLC
Maine
$581K – – –
EFG
700
Everhart Financial Group
Ohio
$577K +$42.6K +510 +8%
26 27
28
29 30