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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,153 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 278 increasing their positions, 594 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
16.77%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.29%
New
92
Increased
278
Reduced
594
Closed
86
Calls
$1.23M
Puts
$8.57M
Net Calls
-$7.35M
Net Calls Change
+$30.8M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$479M
3
APF
Alaska Permanent Fund
Alaska
$416M
4
SP
Symmetry Partners
Connecticut
$64.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$824M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$417M
3
Bank of America
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSMHT
1001
Thurston Springer Miller Herd & Titak
Indiana
$132K +$132K +1,576 New
DSC
1002
Duncker Streett & Co
Missouri
$130K – – –
Kayne Anderson Rudnick Investment Management
1003
Kayne Anderson Rudnick Investment Management
California
$128K +$7.47K +89 +6%
NB
1004
NBT Bank
New York
$126K -$20.7K -247 -14%
DAM
1005
Delta Asset Management
Tennessee
$125K – – –
BTI
1006
Blue Trust Inc
Georgia
$125K – – –
APC
1007
Aspire Private Capital
North Carolina
$124K -$193K -2,302 -61%
GGI
1008
Godsey & Gibb Inc
Virginia
$123K +$123K +1,465 New
WWM
1009
Wolff Wiese Magana
California
$120K – – –
PFBT
1010
Parkside Financial Bank & Trust
Missouri
$118K +$8.14K +97 +7%
HIA
1011
Harbor Investment Advisory
Maryland
$113K +$2.6K +31 +2%
LFG
1012
Larson Financial Group
Missouri
$111K +$25K +298 +29%
SFC
1013
Strategic Financial Concepts
Texas
$110K +$110K +41,826 New
WTA
1014
Washington Trust Advisors
Massachusetts
$109K – – –
SR
1015
Syntax Research
Florida
$109K -$14.9K -178 -12%
CMP
1016
Coston McIsaac & Partners
Maine
$108K – – –
CWC
1017
Carolinas Wealth Consulting
North Carolina
$106K +$84 +1 +0.1%
SRCM
1018
Signature Resources Capital Management
California
$106K – – –
CFD
1019
Creative Financial Designs
Indiana
$98.2K -$38.2K -455 -28%
EWA
1020
EverSource Wealth Advisors
Alabama
$94.9K -$6.61K -76 -7%
AWM
1021
Angeles Wealth Management
California
$94.5K – – –
EAM
1022
Empirical Asset Management
Massachusetts
$93.5K +$93.5K +19,993 New
GTAM
1023
Global Trust Asset Management
Florida
$91.9K – – –
BWP
1024
Baldwin Wealth Partners
Massachusetts
$91.4K – – –
MIM
1025
Macroview Investment Management
Maryland
$91.3K +$336 +4 +0.4%
39 40
41
42 43