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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
801
Crabel Capital Management
California
$418K -$354K -4,234 -46%
OWM
802
OneAscent Wealth Management
Alabama
$418K -$4.35K -52 -1%
VVP
803
Venture Visionary Partners
Ohio
$413K +$9.36K +112 +2%
AB
804
Atlas Brown
Kentucky
$413K +$94K +1,125 +29%
KDA
805
Kraft Davis & Associates
Missouri
$408K -$32.7K -396 -7%
OSAM
806
O'Shaughnessy Asset Management
Connecticut
$408K +$86.3K +1,033 +27%
CWM
807
Connecticut Wealth Management
Connecticut
$408K +$408K +4,881 New
SFA
808
Sequoia Financial Advisors
Ohio
$406K +$76.4K +914 +23%
TSS
809
Two Sigma Securities
New York
$398K +$19.8K +237 +5%
TWP
810
Tempus Wealth Planning
California
$397K -$38K -455 -9%
LA
811
Latitude Advisors
Florida
$397K -$28.1K -336 -7%
SW
812
SlateStone Wealth
Florida
$395K +$418 +5 +0.1%
FCIM
813
Fairview Capital Investment Management
California
$395K – – –
MAM
814
MMA Asset Management
Pennsylvania
$395K – – –
AWS
815
Arkfeld Wealth Strategies
Nebraska
$392K +$45.6K +559 +13%
EFG
816
Ehrlich Financial Group
California
$392K -$1.35M -16,113 -77%
TI
817
Trexquant Investment
Connecticut
$390K +$390K +4,664 New
WHCI
818
W.H. Cornerstone Investments
Massachusetts
$389K -$145K -1,733 -27%
TFA
819
Teamwork Financial Advisors
Texas
$384K +$384K +4,600 New
SFG
820
Sage Financial Group
Pennsylvania
$384K -$27.2K -325 -7%
MFG
821
Mosaic Financial Group
Illinois
$380K +$380K +4,550 New
AWMNH
822
Arcadia Wealth Management (New Hampshire)
New Hampshire
$379K -$4.43K -53 -1%
TWA
823
Talisman Wealth Advisors
New Jersey
$374K – – –
IAS
824
Insigneo Advisory Services
Florida
$373K -$81K -969 -18%
MFG
825
Magnus Financial Group
New York
$373K -$91.1K -1,090 -20%
31 32
33
34 35