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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 %
MWA
1026
Monograph Wealth Advisors
California
$212K +$212K +2,723 New
ORG
1027
Optimist Retirement Group
Washington
$212K +$212K +2,712 New
HCA
1028
Harbour Capital Advisors
Virginia
$211K +$211K +2,700 New
OWM
1029
Opes Wealth Management
California
$209K +$209K +2,682 New
WH
1030
Willner & Heller
California
$209K +$209K +2,675 New
CFG
1031
Cooper Financial Group
California
$207K -$388K -4,968 -65%
Empower Advisory Group
1032
Empower Advisory Group
Colorado
$207K -$81.3K -1,042 -28%
WWM
1033
WJ Wealth Management
Arizona
$206K -$24.2K -310 -11%
MCA
1034
MSH Capital Advisors
Arizona
$205K -$280K -3,589 -58%
EWA
1035
Evolution Wealth Advisors
Florida
$205K +$205K +2,624 New
FVWA
1036
Foster Victor Wealth Advisors
South Carolina
$205K +$205K +2,609 New
FLPIM
1037
F.L. Putnam Investment Management
Massachusetts
$204K -$19.9K -255 -9%
PFM
1038
Patton Fund Management
Texas
$202K +$202K +2,593 New
BCM
1039
BlueCrest Capital Management
Jersey
$202K +$202K +2,592 New
BDFN
1040
Bond & Devick Financial Network
Minnesota
$202K +$202K +2,587 New
MSFS
1041
Main Street Financial Solutions
Pennsylvania
$202K +$202K +2,587 New
WP
1042
WMS Partners
Maryland
$202K +$202K +2,586 New
DAS
1043
Dynamic Advisor Solutions
Arizona
$201K +$201K +2,579 New
CC
1044
Courier Capital
New York
$201K +$201K +2,570 New
CAMV
1045
Concord Asset Management (Virginia)
Virginia
$200K +$200K +2,566 New
GC
1046
Guidance Capital
Kentucky
$200K -$59.1K -755 -23%
GWSA
1047
Global Wealth Strategies & Associates
Colorado
$199K -$4.03M -51,652 -95%
AWM
1048
Ameliora Wealth Management
Switzerland
$195K – – –
BF
1049
BOK Financial
Oklahoma
$187K +$134K +1,715 +252%
WT
1050
Washington Trust
Rhode Island
$185K – – –
40 41
42
43 44