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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 %
AWS
76
Atria Wealth Solutions
New York
$27.4M -$2.97M -35,569 -10%
KAS
77
Kestra Advisory Services
Texas
$27.3M +$1.51M +18,081 +6%
MCM
78
MAI Capital Management
Ohio
$27.3M -$167K -1,993 -0.6%
AllianceBernstein
79
AllianceBernstein
Tennessee
$27M -$7.92M -94,791 -23%
SIA
80
Sovereign Investment Advisors
Arizona
$26.9M -$198K -2,365 -0.7%
Citigroup
81
Citigroup
New York
$26.8M +$8.66M +103,552 +48%
VI
82
Vestcor Inc
New Brunswick, Canada
$25.7M -$40.2M -481,357 -61%
AC
83
Apella Capital
Connecticut
$25.5M -$703K -8,544 -3%
IWS
84
Insight Wealth Strategies
California
$24.7M +$128K +1,529 +0.5%
CL
85
Choreo LLC
Illinois
$24.1M +$247K +2,951 +1%
A
86
Allianz
Germany
$24.1M +$24.1M +288,295 New
CFG
87
Citizens Financial Group
Rhode Island
$23.7M -$715K -8,552 -3%
FWI
88
Facet Wealth Inc
Maryland
$23.4M +$6.92M +84,781 +42%
RCAG
89
Rehmann Capital Advisory Group
Michigan
$23.3M -$335K -4,005 -1%
MPW
90
MA Private Wealth
California
$22.9M +$366K +4,379 +2%
MCM
91
MV Capital Management
Maryland
$22.8M -$879K -10,520 -4%
EWM
92
Executive Wealth Management
Michigan
$22.7M +$1.21M +14,534 +6%
CCMG
93
Clark Capital Management Group
Pennsylvania
$22.3M +$9.92M +118,731 +80%
CAL
94
Capital Advisors Ltd
Ohio
$22.3M -$492K -5,890 -2%
CWM
95
Cornerstone Wealth Management
Missouri
$21.7M +$149K +1,787 +0.7%
LWA
96
Lineweaver Wealth Advisors
Ohio
$21.7M -$130K -1,559 -0.6%
BPA
97
Beacon Pointe Advisors
California
$21.6M -$1.73M -20,691 -7%
SWP
98
Summit Wealth Partners
Florida
$20.9M -$853K -10,202 -4%
TWC
99
TD Waterhouse Canada
Ontario, Canada
$20.9M +$1.92M +22,054 +10%
AAS
100
Avantax Advisory Services
Texas
$20.6M -$3.7M -44,316 -15%
2 3
4
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