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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 %
GWM
51
Geneos Wealth Management
Colorado
$43.6M +$245K +2,931 +0.6%
AWAG
52
ARS Wealth Advisors Group
Florida
$43.5M +$707K +8,462 +2%
Allianz Asset Management
53
Allianz Asset Management
Germany
$43.3M -$6.57M -78,618 -13%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$42.7M +$38.8M +464,296 +992%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$41.8M +$41.8M +500,000 New
TC
56
Teilinger Capital
Texas
$40.1M +$37.4M +448,000 +1,400%
Fidelity International
57
Fidelity International
Bermuda
$38.8M – – –
GT
58
Glenmede Trust
Pennsylvania
$38.4M -$216K -2,588 -0.6%
SP
59
Symmetry Partners
Connecticut
$36.6M -$31.9M -381,342 -47%
PA
60
Pineridge Advisors
Missouri
$35.7M -$1.67M -19,987 -4%
KeyBank National Association
61
KeyBank National Association
Ohio
$35.5M -$1.99M -23,838 -5%
Stifel Financial
62
Stifel Financial
Missouri
$35.1M -$5.69M -68,061 -14%
NA
63
NewEdge Advisors
Louisiana
$34.4M -$6.02M -72,070 -15%
KA
64
Klingman & Associates
New York
$32.9M -$1.44M -17,206 -4%
CAN
65
Cetera Advisor Networks
California
$32.4M -$4.22M -50,544 -12%
Truist Financial
66
Truist Financial
North Carolina
$31.7M -$8.22M -98,375 -21%
HF
67
Halpern Financial
Virginia
$31.3M -$1.28M -15,502 -4%
EH
68
Equitable Holdings
New York
$31.1M -$646K -7,735 -2%
Squarepoint
69
Squarepoint
New York
$30M -$7.56M -90,411 -20%
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$29.7M -$44.2M -529,140 -60%
HPA
71
High Probability Advisors
New York
$29.5M +$354K +4,239 +1%
GWM
72
GDS Wealth Management
Texas
$28.9M -$641K -7,669 -2%
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
$28.1M +$28.1M +336,625 New
SWP
74
Stratos Wealth Partners
Ohio
$27.9M -$2.26M -27,033 -7%
RIM
75
Rakuten Investment Management
Japan
$27.8M -$201K -2,400 -0.7%
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