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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 %
I
926
INVST
Indiana
$310K -$4.53M -56,544 -94%
ACA
927
Anchor Capital Advisors
Massachusetts
$308K -$11.7K -150 -4%
SFA
928
Sequoia Financial Advisors
Ohio
$308K -$15.9K -204 -5%
JWA
929
JFS Wealth Advisors
Pennsylvania
$305K +$131K +1,681 +75%
IIM
930
InTrack Investment Management
Vermont
$303K -$54.3K -696 -15%
FNT
931
First National Trust
Pennsylvania
$303K – – –
APA
932
Astoria Portfolio Advisors
New York
$302K +$302K +3,774 New
TAM
933
Tocqueville Asset Management
New York
$301K – – –
MWM
934
Merriman Wealth Management
Washington
$301K – – –
OSAM
935
O'Shaughnessy Asset Management
Connecticut
$300K +$159K +2,034 +112%
RP
936
Rowlandmiller & Partners
Georgia
$299K – – –
AB
937
Atlas Brown
Kentucky
$298K +$5.15K +66 +2%
LNB
938
Ledyard National Bank
$295K -$3.12K -40 -1%
RWM
939
Revisor Wealth Management
Ohio
$294K +$294K +3,764 New
PCM
940
Parsons Capital Management
Rhode Island
$292K -$68.4K -876 -19%
MCIA
941
Mountain Capital Investment Advisors
Colorado
$291K +$38K +484 +15%
CT
942
Colonial Trust
South Carolina
$289K -$25.3K -324 -8%
MSCM
943
McElhenny Sheffield Capital Management
Texas
$289K -$31.2K -400 -10%
IGWM
944
ICA Group Wealth Management
Colorado
$289K -$44.8K -574 -13%
ABLA
945
Alan B. Lancz & Associates
Ohio
$289K – – –
CFO
946
CVA Family Office
Colorado
$282K +$282K +3,609 New
MHB
947
Midwest Heritage Bank
Iowa
$279K +$2.65K +34 +1%
PSF
948
Pacific Sun Financial
California
$279K +$8.66K +111 +3%
CF
949
Clarity Financial
Texas
$277K – – –
PPP
950
Private Portfolio Partners
New Jersey
$275K -$31.2K -400 -10%
36 37
38
39 40