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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 %
DWM
901
Destination Wealth Management
California
$290K – – –
OCM
902
Orion Capital Management
California
$290K -$366K -4,383 -56%
WP
903
WealthPLAN Partners
Nebraska
$288K -$387K -4,633 -57%
SOS
904
Silver Oak Securities
Tennessee
$287K -$140K -1,674 -33%
RWM
905
Rockwood Wealth Management
Pennsylvania
$286K – – –
WA
906
Wealth Alliance
New York
$285K -$2M -23,887 -88%
RW
907
Rockport Wealth
Ohio
$283K +$283K +3,390 New
JF
908
JSF Financial
California
$283K -$4.35K -52 -2%
IGWM
909
ICA Group Wealth Management
Colorado
$280K -$29.8K -357 -10%
EFG
910
Erickson Financial Group
Pennsylvania
$277K – – –
NWA
911
New World Advisors
Massachusetts
$277K +$277K +3,317 New
HS
912
Horan Securities
United States
$276K +$35K +419 +15%
DAM
913
Derbend Asset Management
Georgia
$274K -$10K -120 -4%
SP
914
Successful Portfolios
Florida
$272K -$6.52K -78 -2%
SW
915
Solidarity Wealth
Utah
$270K – – –
PP
916
Patten & Patten
Tennessee
$269K – – –
MHR
917
Matthew Hamilton Rosenberg
$269K -$500 -6 -0.2%
SFP
918
Sandbox Financial Partners
Maryland
$268K +$8.02K +96 +3%
JWBC
919
J.W. Burns & Co
New York
$267K – – –
WPW
920
Waldron Private Wealth
Pennsylvania
$267K +$267K +3,197 New
IF
921
Integrity Financial
Wyoming
$267K -$70K -838 -21%
AP
922
Appleton Partners
Massachusetts
$266K -$150K -1,795 -36%
SF
923
Synovus Financial
Georgia
$266K +$28.6K +342 +12%
SWM
924
SeaCrest Wealth Management
New York
$266K +$266K +3,179 New
WMG
925
WESCAP Management Group
California
$264K – – –
35 36
37
38 39