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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 %
ACM
701
Advisors Capital Management
New Jersey
$690K -$3.67K -47 -0.5%
SWA
702
Stratos Wealth Advisors
Ohio
$690K -$876K -11,223 -56%
FCAM
703
First Citizens Asset Management
North Carolina
$681K -$6.32M -64,195 -90%
WS
704
Wedbush Securities
California
$675K -$560K -7,181 -45%
MGIA
705
Moneta Group Investment Advisors
Missouri
$674K -$5.38K -69 -0.8%
SM
706
Sensible Money
Arizona
$672K – – –
CPRC
707
Consolidated Portfolio Review Corp
New York
$671K +$32.5K +416 +5%
FG
708
Fiduciary Group
Georgia
$669K – – –
Neuberger Berman Group
709
Neuberger Berman Group
New York
$668K +$59.9K +768 +10%
RFS
710
Richardson Financial Services
Massachusetts
$667K +$667K +8,543 New
GA
711
Gateway Advisory
New Jersey
$659K +$264K +3,378 +67%
CGFA
712
Colton Groome Financial Advisors
North Carolina
$659K -$1.18M -15,080 -64%
SW
713
Simplicity Wealth
New Jersey
$654K -$216K -2,764 -25%
SWM
714
SigFig Wealth Management
California
$653K -$3.94M -50,539 -86%
CG
715
Clifford Group
Massachusetts
$652K -$399K -5,116 -38%
GC
716
Garde Capital
Washington
$652K +$652K +8,350 New
TPWM
717
Twelve Points Wealth Management
Massachusetts
$652K -$184K -2,360 -22%
AWM
718
Aspire Wealth Management
Massachusetts
$650K -$10.5K -135 -2%
EP
719
Edgestream Partners
New Jersey
$648K -$714K -9,153 -52%
SF
720
Summit Financial
New Jersey
$642K -$2.65K -34 -0.4%
O3W
721
Omni 360 Wealth
New Jersey
$641K +$641K +8,219 New
EGA
722
E&G Advisors
Texas
$635K -$46.8K -600 -7%
FA
723
Fountainhead AM
New Jersey
$634K -$4.68K -60 -0.7%
CAM
724
Cobblestone Asset Management
Virginia
$632K -$1.49M -19,085 -70%
BBHC
725
Brown Brothers Harriman & Co
New York
$631K – – –
27 28
29
30 31