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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 %
RG
1026
Retirement Group
California
$124K +$334 +4 +0.3%
SR
1027
Syntax Research
Florida
$123K – – –
GIA
1028
Goodwin Investment Advisory
Georgia
$121K +$121K +1,451 New
Kayne Anderson Rudnick Investment Management
1029
Kayne Anderson Rudnick Investment Management
California
$120K -$57.4K -686 -32%
WWM
1030
Wolff Wiese Magana
California
$120K – – –
DJSG
1031
D.J. St. Germain
Massachusetts
$112K -$2.17K -26 -2%
HIA
1032
Harbor Investment Advisory
Maryland
$109K +$1.09K +13 +1%
PFBT
1033
Parkside Financial Bank & Trust
Missouri
$109K -$5.77K -69 -5%
WTA
1034
Washington Trust Advisors
Massachusetts
$109K – – –
CMP
1035
Coston McIsaac & Partners
Maine
$108K – – –
CWC
1036
Carolinas Wealth Consulting
North Carolina
$106K +$86.3K +1,033 +441%
MAWCM
1037
Mine & Arao Wealth Creation & Management
California
$101K – – –
MSG
1038
Main Street Group
Virginia
$98.8K – – –
SRCM
1039
Signature Resources Capital Management
California
$98.2K – – –
BL
1040
BFSG LLC
California
$96.1K -$47.1K -563 -33%
AWM
1041
Angeles Wealth Management
California
$94.1K – – –
EWA
1042
EverSource Wealth Advisors
Alabama
$93.9K -$60.7K -755 -39%
GTAM
1043
Global Trust Asset Management
Florida
$91.5K +$62.7K +750 +217%
BWP
1044
Baldwin Wealth Partners
Massachusetts
$91K – – –
ACA
1045
American Capital Advisory
Idaho
$91K +$86.3K +1,186 +1,825%
MIM
1046
Macroview Investment Management
Maryland
$90.6K +$418 +5 +0.5%
BLC
1047
Brown, Lisle/Cummings
Rhode Island
$85.9K – – –
LFG
1048
Larson Financial Group
Missouri
$85.7K – – –
BSB
1049
Bangor Savings Bank
Maine
$84.2K +$4.18K +50 +5%
CSWM
1050
Cassady Schiller Wealth Management
Ohio
$83.2K – – –
40 41
42
43 44