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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 %
WP
726
WealthPLAN Partners
Nebraska
$630K -$112K -1,432 -15%
WWM
727
Wagner Wealth Management
South Carolina
$628K +$207K +2,650 +49%
Bessemer Group
728
Bessemer Group
New Jersey
$627K – – –
AIA
729
AIMZ Investment Advisors
California
$626K – – –
JGCM
730
Joseph Group Capital Management
Ohio
$625K -$78.7K -1,008 -11%
DWT
731
Dorsey & Whitney Trust
South Dakota
$621K – – –
CC
732
Copperleaf Capital
North Carolina
$614K -$324K -4,146 -34%
CCWM
733
Cassaday & Co Wealth Management
Virginia
$614K – – –
OCM
734
Orion Capital Management
California
$612K -$170K -2,182 -22%
VFIC
735
Valley Forge Investment Consultants
Pennsylvania
$608K +$6.55K +84 +1%
LFGH
736
Lee Financial Group Hawaii
Hawaii
$606K +$6.56K +84 +1%
CAM
737
Cidel Asset Management
Ontario, Canada
$603K -$21.4K -275 -3%
SWM
738
Silverlake Wealth Management
Vermont
$595K -$168K -2,158 -22%
GS
739
GTS Securities
New York
$589K -$26.3K -337 -4%
4WM
740
4J Wealth Management
Virginia
$587K -$98.5K -1,262 -14%
PP
741
PDS Planning
Ohio
$584K -$111K -1,418 -16%
FMN
742
Financial Management Network
California
$584K -$14.9K -192 -2%
BI
743
Berkeley Inc
Idaho
$583K -$111K -1,421 -16%
GMFG
744
Greater Midwest Financial Group
Minnesota
$583K +$583K +7,467 New
PFA
745
Pinnacle Family Advisors
Missouri
$581K -$159K -2,032 -21%
WIM
746
Westside Investment Management
California
$580K -$22.5K -288 -4%
NW
747
NewEdge Wealth
Pennsylvania
$579K +$579K +7,419 New
SS
748
Sunbelt Securities
Texas
$577K -$78.1K -1,001 -12%
VCP
749
Vista Capital Partners
Oregon
$576K – – –
TIA
750
Traphagen Investment Advisors
New Jersey
$575K -$8.43K -108 -1%
28 29
30
31 32