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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,153 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 278 increasing their positions, 594 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
16.77%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.29%
New
92
Increased
278
Reduced
594
Closed
86
Calls
$1.23M
Puts
$8.57M
Net Calls
-$7.35M
Net Calls Change
+$30.8M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$312M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$137M
3
APF
Alaska Permanent Fund
Alaska
+$72.3M
4
SP
Symmetry Partners
Connecticut
+$27.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$224M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$119M
3
Bank of America
Bank of America
North Carolina
-$110M
4
Morgan Stanley
Morgan Stanley
New York
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
751
Bison Wealth
Georgia
$462K – – –
WF
752
Warner Financial
Maryland
$462K – – –
PWW
753
Pettyjohn Wood & White
Virginia
$461K – – –
FPAS
754
Focus Partners Advisor Solutions
Missouri
$459K -$107K -1,276 -19%
OAS
755
Optivise Advisory Services
Tennessee
$459K +$459K +5,465 New
Wealthfront Advisers
756
Wealthfront Advisers
California
$459K -$38.3K -456 -8%
MAM
757
Milestone Asset Management
Pennsylvania
$458K -$44.8K -533 -9%
CTI
758
Community Trust & Investment
Kentucky
$455K – – –
LC
759
LCNB Corp
Ohio
$453K – – –
SPL
760
Smart Portfolios LLC
Washington
$452K -$13.9K -165 -3%
ISB
761
Iowa State Bank
Iowa
$450K -$323K -3,851 -42%
MMM
762
Mendel Money Management
Illinois
$448K +$16K +191 +4%
EWM
763
Evermay Wealth Management
Virginia
$448K – – –
SCA
764
Sage Capital Advisors
South Dakota
$448K +$10.3K +123 +2%
AWM
765
Ariadne Wealth Management
California
$447K +$447K +5,325 New
SWM
766
Silverlake Wealth Management
Vermont
$446K -$26.2K -312 -6%
TFGT
767
TS Financial Group (TSFG)
Illinois
$445K +$1.43K +17 +0.3%
O3W
768
Omni 360 Wealth
New Jersey
$443K -$42.1K -501 -9%
RFC
769
Regions Financial Corp
Alabama
$441K -$92.4K -1,101 -17%
IBOK
770
Independence Bank of Kentucky
Kentucky
$441K +$10.5K +125 +2%
FBT
771
First Bank & Trust
South Dakota
$440K -$52.7K -628 -11%
SFO
772
Stokes Family Office
Louisiana
$439K -$14.9K -178 -3%
WB
773
Webster Bank
Connecticut
$439K – – –
SWA
774
Stratos Wealth Advisors
Ohio
$438K -$26.5K -316 -6%
CTA
775
Chesley Taft & Associates
Illinois
$434K +$434K +5,165 New
29 30
31
32 33