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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 %
LF
801
LifeSteps Financial
California
$477K +$2.73K +35 +0.6%
BFG
802
Bleakley Financial Group
New Jersey
$475K +$38.1K +488 +9%
TPWA
803
TRUE Private Wealth Advisors
Oregon
$473K -$482K -6,176 -50%
ARC
804
Advisor Resource Council
Texas
$473K -$704K -9,020 -60%
SC
805
Sinecera Capital
Texas
$471K +$1.72K +22 +0.4%
CFO
806
Collective Family Office
Pennsylvania
$466K -$50.3K -644 -10%
APIM
807
Agate Pass Investment Management
Washington
$465K – – –
PL
808
Parthenon LLC
Kentucky
$465K +$6.95K +89 +2%
GAM
809
GEM Asset Management
Michigan
$464K +$6.4K +82 +1%
BAM
810
Belpointe Asset Management
Nevada
$464K +$185K +2,377 +67%
PWP
811
Phillips Wealth Planners
Mississippi
$464K +$10.6K +134 +2%
HCA
812
Heck Capital Advisors
Wisconsin
$463K +$780 +10 +0.2%
HSA
813
HBK Sorce Advisory
Pennsylvania
$462K +$27.2K +348 +6%
FA
814
Fermata Advisors
California
$461K +$27.6K +354 +6%
LC
815
LCNB Corp
Ohio
$460K -$41K -525 -8%
AT
816
Avalon Trust
New Mexico
$460K – – –
BW
817
Bison Wealth
Georgia
$457K +$1.56K +20 +0.3%
SWA
818
SFMG Wealth Advisors
Texas
$456K – – –
GJIA
819
Glass Jacobson Investment Advisors
Maryland
$454K – – –
DCM
820
Donaldson Capital Management
Indiana
$453K – – –
CCM
821
Cox Capital Management
Massachusetts
$452K +$17.1K +219 +4%
CWP
822
Concord Wealth Partners
Virginia
$451K – – –
SPL
823
Smart Portfolios LLC
Washington
$449K -$5.1K -64 -1%
GCM
824
Gallacher Capital Management
Colorado
$444K +$5.46K +70 +1%
FA
825
Flagstar Advisors
New York
$444K +$20.7K +265 +5%
31 32
33
34 35