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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 %
KV
701
Kickstand Ventures
New York
$564K -$571K -6,832 -50%
FPAS
702
Focus Partners Advisor Solutions
Missouri
$564K +$170K +2,036 +43%
EIA
703
Eldridge Investment Advisors
New Hampshire
$560K – – –
PIA
704
Panoramic Investment Advisors
Colorado
$557K -$8.86K -106 -2%
JWCA
705
J.W. Coons Advisors
Ohio
$555K +$1K +12 +0.2%
TI
706
Truepoint Inc
Ohio
$550K +$291K +3,485 +112%
JSL
707
JT Stratford LLC
Georgia
$550K -$7.86K -94 -1%
EWA
708
Exencial Wealth Advisors
Oklahoma
$549K -$199K -2,377 -27%
VPP
709
Vertex Planning Partners
Illinois
$548K -$577K -6,907 -51%
GC
710
Gratus Capital
Georgia
$542K +$542K +6,481 New
SFPG
711
Stonebridge Financial Planning Group
Florida
$540K – – –
CWM
712
Congress Wealth Management
Massachusetts
$540K +$10.6K +127 +2%
PG
713
Patten Group
Tennessee
$540K +$4.6K +55 +0.9%
NHT
714
New Hampshire Trust
New Hampshire
$537K – – –
WI
715
Wintrust Investments
Illinois
$536K -$385K -4,600 -42%
SW
716
SVB Wealth
Massachusetts
$532K -$328K -3,919 -38%
MWM
717
Mission Wealth Management
California
$532K -$6.02K -72 -1%
WTC
718
WhitTier Trust Company
Nevada
$531K – – –
RFC
719
Regions Financial Corp
Alabama
$531K +$91.1K +1,090 +21%
PAWA
720
Palo Alto Wealth Advisors
California
$530K -$53.2K -637 -9%
BAM
721
Belpointe Asset Management
Nevada
$529K +$31.4K +376 +6%
HGWM
722
Horst & Graben Wealth Management
Oregon
$525K -$3.65M -43,699 -87%
WS
723
Wedbush Securities
California
$524K -$198K -2,376 -27%
FA
724
Fermata Advisors
California
$521K +$27.2K +325 +5%
CA
725
Claro Advisors
Massachusetts
$520K +$65.2K +780 +14%
27 28
29
30 31