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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
$172M
2
Russell Investments Group
Russell Investments Group
United Kingdom
$70M
3
Morgan Stanley
Morgan Stanley
New York
$1.99B
4
OPAM
Ocean Park Asset Management
California
$59.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$123M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$936M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$83.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$318M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$28.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWC
1026
Spectrum Wealth Counsel
Indiana
$155K -$34.1K -373 -18%
KFI
1027
Key Financial Inc
Pennsylvania
$154K – – –
SC
1028
Stephens Consulting
Michigan
$151K +$183 +2 +0.1%
OAJ
1029
Ogorek Anthony Joseph
New York
$146K -$1.19K -13 -0.8%
TSMHT
1030
Thurston Springer Miller Herd & Titak
Indiana
$144K +$366 +4 +0.3%
APC
1031
Aspire Private Capital
North Carolina
$144K +$9.59K +105 +7%
DSC
1032
Duncker Streett & Co
Missouri
$142K – – –
Kayne Anderson Rudnick Investment Management
1033
Kayne Anderson Rudnick Investment Management
California
$140K – – –
DAM
1034
Delta Asset Management
Tennessee
$136K – – –
GTAM
1035
Global Trust Asset Management
Florida
$132K +$32K +350 +32%
WWM
1036
Wolff Wiese Magana
California
$131K – – –
PFBT
1037
Parkside Financial Bank & Trust
Missouri
$128K – – –
CWC
1038
Carolinas Wealth Consulting
North Carolina
$127K +$11K +120 +9%
HIA
1039
Harbor Investment Advisory
Maryland
$120K -$2.19K -24 -2%
WTA
1040
Washington Trust Advisors
Massachusetts
$119K – – –
SR
1041
Syntax Research
Florida
$118K – – –
SRCM
1042
Signature Resources Capital Management
California
$115K – – –
DJSG
1043
D.J. St. Germain
Massachusetts
$108K -$69K -756 -39%
AWM
1044
Angeles Wealth Management
California
$103K – – –
MIM
1045
Macroview Investment Management
Maryland
$99.8K +$365 +4 +0.4%
EWA
1046
EverSource Wealth Advisors
Alabama
$98.9K -$730 -8 -0.7%
EAM
1047
Empirical Asset Management
Massachusetts
$98.8K -$69 -14 -0.1%
FPF
1048
First Pacific Financial
Washington
$97.6K +$97.6K +1,069 New
CFD
1049
Creative Financial Designs
Indiana
$96K -$10.7K -117 -10%
DF
1050
Dunhill Financial
United Kingdom
$93.5K +$88.9K +974 +1,948%
40 41
42
43 44