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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,180 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 353 increasing their positions, 539 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
17.07%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.3%
New
95
Increased
353
Reduced
539
Closed
57
Calls
$831K
Puts
$2.47M
Net Calls
-$1.63M
Net Calls Change
+$5.71M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$93.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$69.6M
3
Morgan Stanley
Morgan Stanley
New York
+$52M
4
OPAM
Ocean Park Asset Management
California
+$50M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$534M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
876
Wilmington Savings Fund Society
Delaware
$328K +$328K +3,593 New
OFG
877
Oxford Financial Group
Indiana
$328K – – –
LNB
878
Ledyard National Bank
$326K -$15.7K -172 -5%
CWM
879
Connecticut Wealth Management
Connecticut
$324K -$91.9K -1,006 -22%
Koshinski Asset Management
880
Koshinski Asset Management
Illinois
$322K +$1.1K +12 +0.3%
DWM
881
Destination Wealth Management
California
$321K -$2.47K -27 -0.8%
PPP
882
Private Portfolio Partners
New Jersey
$318K +$318K +3,482 New
PSF
883
Pacific Sun Financial
California
$318K -$14.5K -159 -4%
ACP
884
Aveo Capital Partners
Colorado
$317K -$6.39K -70 -2%
MSCM
885
McElhenny Sheffield Capital Management
Texas
$315K – – –
Empower Advisory Group
886
Empower Advisory Group
Colorado
$315K -$80.5K -882 -20%
NWA
887
New World Advisors
Massachusetts
$315K – – –
FWM
888
Foguth Wealth Management
Michigan
$310K -$6.18K -68 -2%
IIM
889
InTrack Investment Management
Vermont
$309K -$38.8K -425 -11%
SWP
890
ShoreHaven Wealth Partners
New Jersey
$309K -$42K -460 -12%
Financial Engines Advisors
891
Financial Engines Advisors
California
$309K +$78.5K +860 +34%
FB
892
Fulton Bank
Pennsylvania
$309K +$78.3K +858 +34%
PCM
893
Parsons Capital Management
Rhode Island
$308K -$23.2K -254 -7%
LIM
894
Leavell Investment Management
Alabama
$307K +$56.2K +615 +22%
EP
895
Edgestream Partners
New Jersey
$304K -$757K -8,290 -71%
AWC
896
Adamsbrown Wealth Consultants
Kansas
$304K +$21K +230 +7%
TFA
897
Teamwork Financial Advisors
Texas
$302K -$24.9K -273 -8%
CWA
898
Clearview Wealth Advisors
Oregon
$301K -$274 -3 -0.1%
MIC
899
Meridian Investment Counsel
California
$300K – – –
HS
900
Horan Securities
United States
$300K -$2.56K -28 -0.8%
34 35
36
37 38