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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 %
FTS
776
Fifth Third Securities
Ohio
$429K -$58.9K -702 -12%
MLA
777
My Legacy Advisors
Oregon
$428K -$185K -2,208 -30%
NIC
778
Northwest Investment Counselors
Oregon
$420K – – –
SCM
779
Shelton Capital Management
Colorado
$420K – – –
VVP
780
Venture Visionary Partners
Ohio
$415K – – –
AB
781
Atlas Brown
Kentucky
$415K +$504 +6 +0.1%
FTWA
782
Fifth Third Wealth Advisors
Ohio
$412K -$42.6K -507 -9%
LA
783
Latitude Advisors
Florida
$407K +$8.31K +99 +2%
AWS
784
Arkfeld Wealth Strategies
Nebraska
$406K +$1.35K +16 +0.3%
MAM
785
MMA Asset Management
Pennsylvania
$404K – – –
BNP Paribas Financial Markets
786
BNP Paribas Financial Markets
France
$401K -$1.29M -15,416 -76%
KV
787
Kickstand Ventures
New York
$400K -$166K -1,982 -29%
CPL
788
CAP Partners LLC
Tennessee
$399K -$73.5K -875 -16%
QCM
789
QRG Capital Management
Illinois
$399K +$107K +1,270 +36%
BFA
790
Beaumont Financial Advisors
Massachusetts
$399K -$41.5K -494 -9%
MCWS
791
McKinley Carter Wealth Services
West Virginia
$397K -$121K -1,439 -23%
PD
792
Planning Directions
Pennsylvania
$397K -$120K -1,425 -23%
FCIM
793
Fairview Capital Investment Management
California
$397K – – –
KDA
794
Kraft Davis & Associates
Missouri
$394K -$33.1K -383 -8%
SA
795
Skyline Advisors
Washington
$393K +$32.7K +389 +9%
CCM
796
Coldstream Capital Management
Washington
$389K +$26.4K +314 +7%
MHR
797
Matthew Hamilton Rosenberg
$389K +$118K +1,414 +44%
TWM
798
TSA Wealth Management
Texas
$388K +$388K +4,624 New
SFG
799
Sage Financial Group
Pennsylvania
$386K – – –
CWM
800
Connecticut Wealth Management
Connecticut
$382K -$27.5K -328 -7%
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32
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