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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,271 hedge funds and large institutions have $16.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 338 increasing their positions, 527 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
+91
Holders Change %
+7.71%
% of All Funds
16.92%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.09%
New
180
Increased
338
Reduced
527
Closed
61
Calls
$622K
Puts
$3.01M
Net Calls
-$2.39M
Net Calls Change
-$754K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$99.4M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$62.8M
3
MCM
3
MAI Capital Management
Ohio
$45.4M
4
LPL Financial
4
LPL Financial
California
$505M
5
SFA
5
Sequoia Financial Advisors
Ohio
$25.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.48B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$548M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.04B
4
HI
4
Horizon Investments
North Carolina
$60.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
51
Glenmede Trust
Pennsylvania
$39.4M -$493K -5,555 -1%
MML Investors Services
52
MML Investors Services
Massachusetts
$39.2M -$18.2M -205,135 -32%
Barclays
53
Barclays
United Kingdom
$38.3M +$5.14M +57,916 +16%
Stifel Financial
54
Stifel Financial
Missouri
$37.5M +$166K +1,873 +0.4%
FWI
55
Facet Wealth Inc
Maryland
$35M +$2.75M +29,636 +9%
EH
56
Equitable Holdings
New York
$34.6M +$550K +6,189 +2%
KA
57
Klingman & Associates
New York
$33.6M -$549K -6,181 -2%
IWC
58
Integrated Wealth Concepts
Massachusetts
$33.2M -$23.1M -260,639 -41%
BCWM
59
Ball & Co Wealth Management
Tennessee
$32.3M +$32.3M +364,161 New
SWP
60
Sagespring Wealth Partners
Tennessee
$32.1M +$32.1M +361,850 New
Jones Financial Companies
61
Jones Financial Companies
Missouri
$32M +$12.6M +141,982 +65%
KeyBank National Association
62
KeyBank National Association
Ohio
$31.7M -$1.12M -12,651 -3%
IWS
63
Insight Wealth Strategies
California
$30.5M +$370K +4,163 +1%
HPA
64
High Probability Advisors
New York
$30.2M +$437K +4,920 +1%
CCA
65
Carrera Capital Advisors
Michigan
$29.5M -$16.8M -189,317 -36%
AWS
66
Atria Wealth Solutions
New York
$28.7M +$778K +8,759 +3%
Allianz Asset Management
67
Allianz Asset Management
Germany
$28.4M -$3.97M -44,675 -12%
KAS
68
Kestra Advisory Services
Texas
$28.3M +$1.92M +21,601 +7%
GWM
69
GDS Wealth Management
Texas
$27M -$2.05M -23,130 -7%
Truist Financial
70
Truist Financial
North Carolina
$26.7M -$11.5M -129,195 -30%
CL
71
Choreo LLC
Illinois
$25.9M -$366K -4,122 -1%
SIA
72
Sovereign Investment Advisors
Arizona
$25.4M +$120K +1,354 +0.5%
SFA
73
Sequoia Financial Advisors
Ohio
$25.4M +$25M +281,084 +6,040%
TC
74
Trilogy Capital
California
$25M -$304K -3,426 -1%
SWP
75
Stratos Wealth Partners
Ohio
$25M -$808K -9,103 -3%
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3
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