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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 %
CWA
826
Clearview Wealth Advisors
Oregon
$443K -$185K -2,370 -29%
GI
827
GLOBALT Investments
Georgia
$443K +$443K +5,683 New
VPIM
828
Vanguard Personalized Indexing Management
California
$442K +$73K +935 +20%
PFA
829
Professional Financial Advisors
Nebraska
$441K +$14.9K +191 +3%
SC
830
Savant Capital
Illinois
$437K -$38.2K -490 -8%
FAM
831
Forte Asset Management
New York
$435K +$435K +5,574 New
CA
832
Continuum Advisory
Idaho
$435K -$526K -6,741 -55%
MFG
833
Magnus Financial Group
New York
$433K -$38.3K -491 -8%
LA
834
LexAurum Advisors
Kansas
$432K -$77.9K -998 -15%
WF
835
Warner Financial
Maryland
$429K +$858 +11 +0.2%
PWW
836
Pettyjohn Wood & White
Virginia
$429K – – –
GLA
837
Good Life Advisors
Pennsylvania
$426K -$6.22M -79,647 -94%
KDA
838
Kraft Davis & Associates
Missouri
$426K -$18.7K -234 -4%
EWM
839
Evermay Wealth Management
Virginia
$426K – – –
CA
840
Claro Advisors
Massachusetts
$425K -$162K -2,073 -28%
IAS
841
Insigneo Advisory Services
Florida
$424K -$51.8K -664 -11%
CTI
842
Community Trust & Investment
Kentucky
$423K – – –
AWP
843
Ascent Wealth Partners
New York
$420K -$4.29K -55 -1%
RFP
844
RCS Financial Planning
Maryland
$416K -$314K -4,030 -43%
COCM
845
Charter Oak Capital Management
New Hampshire
$416K +$61.9K +793 +17%
WB
846
Webster Bank
Connecticut
$413K -$82.9K -1,063 -17%
RFC
847
Regions Financial Corp
Alabama
$411K -$16.6K -213 -4%
DP
848
Denver PWM
Colorado
$406K -$17.4K -223 -4%
TWP
849
Tempus Wealth Planning
California
$406K +$81.2K +1,040 +25%
BFA
850
Beaumont Financial Advisors
Massachusetts
$404K -$41.9K -537 -9%
32 33
34
35 36