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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 %
EL
751
EMFO LLC
Florida
$574K – – –
YIH
752
Y-Intercept (HK)
Hong Kong
$573K +$573K +7,349 New
CPA
753
Clear Point Advisors
New York
$569K +$569K +7,292 New
FNBT
754
FineMark National Bank & Trust
Florida
$568K -$16.2K -208 -3%
SW
755
StrongBox Wealth
Missouri
$564K +$3.12K +40 +0.6%
KP
756
Keel Point
Alabama
$563K -$19.4K -248 -3%
CAM
757
Concorde Asset Management
Michigan
$560K -$332K -4,318 -37%
P
758
&Partners
Tennessee
$560K +$560K +7,174 New
BFG
759
Bouchey Financial Group
New York
$558K – – –
EB
760
Exchange Bank
California
$554K – – –
PFGIA
761
Patriot Financial Group Insurance Agency
Massachusetts
$553K -$71.9K -921 -11%
WA
762
Waddell & Associates
Tennessee
$553K -$2.73K -35 -0.5%
GL
763
Graypoint LLC
New York
$550K -$144K -1,841 -21%
MCWS
764
McKinley Carter Wealth Services
West Virginia
$548K -$13.1K -168 -2%
TAM
765
Townsend Asset Management
North Carolina
$547K -$17.9K -230 -3%
PAWA
766
Palo Alto Wealth Advisors
California
$545K -$69.1K -885 -11%
HL
767
HeadInvest LLC
Maine
$542K +$2.58K +33 +0.5%
HPFG
768
Hart & Patterson Financial Group
Massachusetts
$541K +$541K +6,931 New
FTS
769
Fifth Third Securities
Ohio
$537K -$82.9K -1,062 -13%
ACP
770
Aveo Capital Partners
Colorado
$532K +$98.7K +1,265 +23%
MWM
771
Meridian Wealth Management
Kentucky
$530K -$22.7K -291 -4%
Wealthfront Advisers
772
Wealthfront Advisers
California
$530K +$74.1K +949 +16%
PIA
773
Panoramic Investment Advisors
Colorado
$529K -$196K -2,506 -27%
RIM
774
Redwood Investment Management
Arizona
$527K +$73.3K +940 +16%
EIA
775
Eldridge Investment Advisors
New Hampshire
$523K – – –
29 30
31
32 33