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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 %
GWM
951
GSB Wealth Management
Connecticut
$242K -$4.51K -54 -2%
IWN
952
Independent Wealth Network
Iowa
$242K -$115K -1,374 -32%
Betterment LLC
953
Betterment LLC
New York
$240K -$157K -1,887 -40%
COCM
954
Charter Oak Capital Management
New Hampshire
$238K -$208K -2,486 -47%
AWM
955
Aspire Wealth Management
Massachusetts
$236K -$461K -5,510 -66%
PCP
956
Proficio Capital Partners
Massachusetts
$234K – – –
PA
957
Pinnacle Associates
New York
$231K -$15.2K -182 -6%
BTW
958
Boston Trust Walden
Massachusetts
$231K – – –
MIM
959
MTM Investment Management
South Carolina
$231K – – –
RPWA
960
Regent Peak Wealth Advisors
Georgia
$229K – – –
NCM
961
NCM Capital Management
New Jersey
$228K -$33.3K -399 -13%
JC
962
JB Capital
Connecticut
$227K -$10.7M -127,931 -98%
ORG
963
Optimist Retirement Group
Washington
$227K – – –
MHB
964
Midwest Heritage Bank
Iowa
$226K -$73K -873 -24%
OWM
965
Opes Wealth Management
California
$225K +$585 +7 +0.3%
WH
966
Willner & Heller
California
$225K +$1K +12 +0.4%
HCA
967
Harbour Capital Advisors
Virginia
$224K – – –
MSFS
968
Main Street Financial Solutions
Pennsylvania
$223K +$7.19K +86 +3%
PCS
969
Private Client Services
Kentucky
$223K -$20.2K -242 -8%
MCA
970
MSH Capital Advisors
Arizona
$221K +$1.5K +18 +0.7%
WWM
971
WJ Wealth Management
Arizona
$221K – – –
SA
972
SpiderRock Advisors
Delaware
$220K +$220K +2,667 New
Financial Engines Advisors
973
Financial Engines Advisors
California
$218K +$218K +2,607 New
BCM
974
BlueCrest Capital Management
Jersey
$217K +$669 +8 +0.3%
MWM
975
Modera Wealth Management
New Jersey
$217K +$217K +2,596 New
37 38
39
40 41