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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 %
HB
951
HTLF Bank
Colorado
$275K +$275K +3,525 New
LIA
952
LifePlan Investment Advisors
North Carolina
$272K -$72.2K -925 -21%
DWM
953
Destination Wealth Management
California
$271K – – –
DIA
954
Dana Investment Advisors
Wisconsin
$270K -$13K -166 -5%
FRA
955
Front Row Advisors
California
$270K -$30K -385 -10%
BZWA
956
Blue Zone Wealth Advisors
California
$269K +$3.43K +44 +1%
PCA
957
Prosperity Capital Advisors
Ohio
$269K -$354K -4,533 -57%
JF
958
JSF Financial
California
$269K – – –
RWM
959
Rockwood Wealth Management
Pennsylvania
$267K – – –
CWM
960
Castle Wealth Management
Florida
$266K +$21.6K +277 +9%
DAM
961
Derbend Asset Management
Georgia
$265K -$130K -1,671 -33%
LAS
962
Lloyd Advisory Services
Georgia
$265K +$265K +3,394 New
WFAG
963
Worth Financial Advisory Group
North Carolina
$264K -$19.5K -250 -7%
STB
964
S&T Bank
Pennsylvania
$263K -$8.96K -115 -3%
SP
965
Successful Portfolios
Florida
$260K +$14.1K +181 +6%
EFG
966
Erickson Financial Group
Pennsylvania
$259K -$531K -6,801 -67%
FTWA
967
Fifth Third Wealth Advisors
Ohio
$258K – – –
IA
968
Inspire Advisors
Idaho
$253K +$253K +3,247 New
SW
969
Solidarity Wealth
Utah
$252K -$31.8K -407 -11%
RFA
970
Resurgent Financial Advisors
Georgia
$252K -$83.6K -1,072 -25%
MHR
971
Matthew Hamilton Rosenberg
$252K -$13.8K -177 -5%
VC
972
Vicus Capital
Pennsylvania
$252K +$156 +2 +0.1%
PP
973
Patten & Patten
Tennessee
$251K – – –
AWC
974
Adamsbrown Wealth Consultants
Kansas
$251K +$11.6K +149 +5%
JWBC
975
J.W. Burns & Co
New York
$250K – – –
37 38
39
40 41