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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 %
CT
901
Colonial Trust
South Carolina
$299K -$3.29K -36 -1%
LFG
902
Larson Financial Group
Missouri
$299K +$178K +1,947 +147%
DWM
903
Diversify Wealth Management
Utah
$298K +$298K +3,247 New
SP
904
Successful Portfolios
Florida
$298K -$639 -7 -0.2%
FRA
905
Front Row Advisors
California
$297K -$11K -120 -4%
LA
906
LexAurum Advisors
Kansas
$297K -$41.3K -452 -12%
SW
907
Solidarity Wealth
Utah
$295K – – –
SFP
908
Sandbox Financial Partners
Maryland
$294K +$365 +4 +0.1%
WIM
909
Westside Investment Management
California
$290K -$56.9K -630 -16%
WMG
910
WESCAP Management Group
California
$289K – – –
SAS
911
Sage Advisory Services
Texas
$288K – – –
BCMLT
912
Beacon Capital Management LLC (Tennessee)
Tennessee
$288K +$21.5K +235 +8%
EFG
913
Erickson Financial Group
Pennsylvania
$287K – – –
AIC
914
Archer Investment Corporation
Indiana
$286K -$12.5K -137 -4%
CCA
915
Clearwater Capital Advisors
Illinois
$286K – – –
ACM
916
Alamar Capital Management
California
$284K – – –
DC
917
Davenport & Co
Virginia
$283K +$283K +3,100 New
TI
918
Truepoint Inc
Ohio
$283K – – –
DWP
919
Daymark Wealth Partners
Ohio
$283K +$283K +3,096 New
FF
920
Fluent Financial
Texas
$282K – – –
LF
921
Lantz Financial
Illinois
$281K – – –
ESB
922
Essex Savings Bank
Connecticut
$281K -$2.74K -30 -1%
WFAG
923
Worth Financial Advisory Group
North Carolina
$281K +$1K +11 +0.4%
AA
924
Aire Advisors
California
$280K +$365 +4 +0.1%
RWM
925
Rockwood Wealth Management
Pennsylvania
$278K -$32.1K -351 -10%
35 36
37
38 39