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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 %
FAM
751
Forte Asset Management
New York
$509K – – –
HH
752
Hilltop Holdings
Texas
$508K -$28.8K -315 -5%
BFG
753
Bleakley Financial Group
New Jersey
$507K -$6.48K -71 -1%
BW
754
Bison Wealth
Georgia
$507K +$1.83K +20 +0.4%
ACM
755
AlphaStar Capital Management
North Carolina
$507K +$507K +5,553 New
AT
756
Avalon Trust
New Mexico
$507K -$31.2K -342 -6%
GJIA
757
Glass Jacobson Investment Advisors
Maryland
$504K – – –
WF
758
Warner Financial
Maryland
$502K – – –
AF
759
Advisornet Financial
Minnesota
$502K -$1.28K -14 -0.3%
QCM
760
QRG Capital Management
Illinois
$502K +$67.8K +742 +16%
PWW
761
Pettyjohn Wood & White
Virginia
$501K – – –
HSA
762
HBK Sorce Advisory
Pennsylvania
$501K -$7.12K -78 -1%
FPAS
763
Focus Partners Advisor Solutions
Missouri
$500K +$639 +7 +0.1%
OAS
764
Optivise Advisory Services
Tennessee
$499K +$183 +2 +0%
ISB
765
Iowa State Bank
Iowa
$499K +$9.04K +99 +2%
MAM
766
Milestone Asset Management
Pennsylvania
$497K -$822 -9 -0.2%
CTI
767
Community Trust & Investment
Kentucky
$495K – – –
LC
768
LCNB Corp
Ohio
$493K – – –
AWM
769
Ariadne Wealth Management
California
$492K -$834 -9 -0.2%
EWM
770
Evermay Wealth Management
Virginia
$487K – – –
WB
771
Webster Bank
Connecticut
$483K +$5.94K +65 +1%
LWM
772
Laidlaw Wealth Management
New York
$482K -$2.22M -24,265 -82%
SCA
773
Sage Capital Advisors
South Dakota
$476K -$10.9K -119 -2%
FBT
774
First Bank & Trust
South Dakota
$475K -$3.65K -40 -0.8%
O3W
775
Omni 360 Wealth
New Jersey
$474K -$7.67K -84 -2%
29 30
31
32 33