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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,180 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 353 increasing their positions, 539 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
17.07%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.3%
New
95
Increased
353
Reduced
539
Closed
57
Calls
$831K
Puts
$2.47M
Net Calls
-$1.63M
Net Calls Change
+$5.71M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$93.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$69.6M
3
Morgan Stanley
Morgan Stanley
New York
+$52M
4
OPAM
Ocean Park Asset Management
California
+$50M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$534M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
726
LifeSteps Financial
California
$558K -$730 -8 -0.1%
SC
727
Sinecera Capital
Texas
$556K +$2.28K +25 +0.4%
GC
728
Gibson Capital
Pennsylvania
$555K – – –
Neuberger Berman Group
729
Neuberger Berman Group
New York
$552K -$148K -1,616 -21%
WANY
730
Wealthspire Advisors (New York)
New York
$552K +$6.21K +68 +1%
WTC
731
WhitTier Trust Company
Nevada
$546K -$27.4K -300 -5%
CFO
732
Collective Family Office
Pennsylvania
$545K – – –
APIM
733
Agate Pass Investment Management
Washington
$545K – – –
HCA
734
Heck Capital Advisors
Wisconsin
$543K +$365 +4 +0.1%
PI
735
PFG Investments
New York
$541K -$40.6K -445 -7%
PL
736
Parthenon LLC
Kentucky
$536K – – –
SWA
737
SFMG Wealth Advisors
Texas
$533K – – –
PJSIMP
738
P.J. Schmidt Investment Management (PJS)
Wisconsin
$532K -$12.4K -136 -2%
SFPG
739
Stonebridge Financial Planning Group
Florida
$529K -$34.2K -375 -6%
GAM
740
GEM Asset Management
Michigan
$529K – – –
GT
741
Glenview Trust
Kentucky
$528K -$166K -1,820 -24%
NRC
742
New Republic Capital
North Carolina
$525K +$639 +7 +0.1%
SSWM
743
Strait & Sound Wealth Management
California
$524K +$524K +5,735 New
MMM
744
Mendel Money Management
Illinois
$522K +$34.6K +379 +7%
GCM
745
Gallacher Capital Management
Colorado
$520K – – –
NHT
746
New Hampshire Trust
New Hampshire
$515K – – –
PFA
747
Professional Financial Advisors
Nebraska
$514K +$639 +7 +0.1%
PFA
748
Pinnacle Family Advisors
Missouri
$511K -$484K -5,304 -49%
CWP
749
Concord Wealth Partners
Virginia
$511K – – –
GG
750
Greenwood Gearhart
Arkansas
$510K – – –
28 29
30
31 32