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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 %
PPWM
951
Perissos Private Wealth Management
Oklahoma
$252K -$32K -350 -11%
IF
952
Integrity Financial
Wyoming
$251K -$639 -7 -0.3%
SF
953
Synovus Financial
Georgia
$250K -$28.7K -314 -10%
WWP
954
WR Wealth Planners
Missouri
$249K -$21.3K -233 -8%
NCM
955
NCM Capital Management
New Jersey
$249K – – –
AP
956
Appleton Partners
Massachusetts
$248K -$22.8K -249 -8%
ORG
957
Optimist Retirement Group
Washington
$248K – – –
DAS
958
Dynamic Advisor Solutions
Arizona
$247K +$247K +2,710 New
HCA
959
Harbour Capital Advisors
Virginia
$247K – – –
WH
960
Willner & Heller
California
$247K +$1.1K +12 +0.4%
OWM
961
Opes Wealth Management
California
$247K +$548 +6 +0.2%
FHA
962
First Horizon Advisors
Tennessee
$245K +$95K +1,040 +63%
SVWG
963
Shared Vision Wealth Group
United States
$244K -$2.47K -27 -1%
FVWA
964
Foster Victor Wealth Advisors
South Carolina
$244K +$11.3K +123 +5%
LSA
965
Lion Street Advisors
Texas
$243K +$3.29K +36 +1%
MWA
966
Merkkuri Wealth Advisors
New York
$242K -$63.1K -691 -21%
STB
967
S&T Bank
Pennsylvania
$242K -$35.8K -392 -13%
RA
968
RFG Advisory
Alabama
$238K -$419K -4,587 -64%
MIM
969
MTM Investment Management
South Carolina
$238K -$13.9K -153 -6%
CFS
970
Commonwealth Financial Services
West Virginia
$238K – – –
PCS
971
Private Client Services
Kentucky
$237K -$6.76K -74 -3%
PFM
972
Patton Fund Management
Texas
$237K – – –
CAMV
973
Concord Asset Management (Virginia)
Virginia
$234K – – –
CCG
974
Cypress Capital Group
Florida
$233K -$13.7K -150 -6%
CCA
975
Clarity Capital Advisors
Florida
$232K +$1.01K +11 +0.4%
37 38
39
40 41