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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 %
CWA
726
CM Wealth Advisors
Ohio
$520K +$520K +6,333 New
TWA
727
TCI Wealth Advisors
Arizona
$520K – – –
FA
728
Flagstar Advisors
New York
$519K +$43.8K +524 +9%
RCM
729
Radnor Capital Management
Pennsylvania
$519K – – –
RWP
730
Ridgecrest Wealth Partners
California
$517K -$25.1K -300 -5%
ABC
731
Associated Banc-Corp
Wisconsin
$516K – – –
MCWS
732
McKinley Carter Wealth Services
West Virginia
$516K -$71.7K -858 -12%
PD
733
Planning Directions
Pennsylvania
$514K -$13K -155 -2%
P
734
&Partners
Tennessee
$513K -$86.7K -1,037 -14%
PPWM
735
PFG Private Wealth Management
Florida
$512K – – –
LF
736
LifeSteps Financial
California
$511K – – –
LA
737
LPF Advisors
Florida
$511K -$41.8K -500 -8%
CCM
738
Cox Capital Management
Massachusetts
$511K +$26.2K +313 +5%
WANY
739
Wealthspire Advisors (New York)
New York
$508K -$30.8K -369 -6%
GC
740
Gibson Capital
Pennsylvania
$508K -$10K -120 -2%
SC
741
Sinecera Capital
Texas
$506K +$1.5K +18 +0.3%
AF
742
Advisornet Financial
Minnesota
$505K -$1.31M -15,662 -72%
HH
743
Hilltop Holdings
Texas
$502K -$2.37M -28,318 -83%
MAM
744
Milestone Asset Management
Pennsylvania
$500K -$20.5K -245 -4%
CFO
745
Collective Family Office
Pennsylvania
$499K – – –
APIM
746
Agate Pass Investment Management
Washington
$499K – – –
HSA
747
HBK Sorce Advisory
Pennsylvania
$498K +$2.17K +26 +0.4%
HCA
748
Heck Capital Advisors
Wisconsin
$497K +$251 +3 +0.1%
GBWM
749
Granite Bay Wealth Management
New Hampshire
$496K -$33.8M -405,283 -99%
PFA
750
Pinnacle Family Advisors
Missouri
$495K -$128K -1,531 -21%
28 29
30
31 32