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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 %
JSL
776
JT Stratford LLC
Georgia
$521K -$183K -2,346 -26%
JWCA
777
J.W. Coons Advisors
Ohio
$517K +$2.42K +31 +0.5%
LA
778
LPF Advisors
Florida
$516K +$516K +6,617 New
SAM
779
Silvercrest Asset Management
New York
$512K +$4.92K +63 +1%
TVM
780
True Vision MN
Minnesota
$507K +$507K +6,495 New
RWP
781
Ridgecrest Wealth Partners
California
$506K – – –
SFPG
782
Stonebridge Financial Planning Group
Florida
$504K – – –
WANY
783
Wealthspire Advisors (New York)
New York
$503K +$79.1K +1,014 +19%
MWM
784
Mission Wealth Management
California
$502K +$65.1K +834 +15%
NHT
785
New Hampshire Trust
New Hampshire
$501K – – –
PG
786
Patten Group
Tennessee
$500K +$12.6K +161 +3%
WHCI
787
W.H. Cornerstone Investments
Massachusetts
$499K -$212K -2,714 -30%
EFG
788
Everhart Financial Group
Ohio
$499K -$123K -1,572 -20%
WTC
789
WhitTier Trust Company
Nevada
$496K -$17.2K -221 -3%
NRC
790
New Republic Capital
North Carolina
$495K -$74.5K -955 -13%
CWM
791
Congress Wealth Management
Massachusetts
$494K +$31.9K +409 +7%
AC
792
Avestar Capital
New York
$493K +$110K +1,415 +29%
PD
793
Planning Directions
Pennsylvania
$492K -$412K -5,277 -46%
MA
794
MKT Advisors
California
$489K +$4.91K +63 +1%
MAM
795
Milestone Asset Management
Pennsylvania
$486K -$98.5K -1,262 -17%
TWA
796
TCI Wealth Advisors
Arizona
$485K +$485K +6,219 New
RCM
797
Radnor Capital Management
Pennsylvania
$485K +$151K +1,932 +45%
GC
798
Gibson Capital
Pennsylvania
$484K – – –
ABC
799
Associated Banc-Corp
Wisconsin
$482K – – –
PPWM
800
PFG Private Wealth Management
Florida
$478K – – –
30 31
32
33 34