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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 %
BMC
1076
Bear Mountain Capital
Washington
$118K +$118K +1,500 New
SIC
1077
Salem Investment Counselors
North Carolina
$117K +$35K +449 +43%
DAM
1078
Delta Asset Management
Tennessee
$116K +$116K +1,488 New
RG
1079
Retirement Group
California
$116K +$16.4K +210 +16%
SR
1080
Syntax Research
Florida
$115K – – –
FWM
1081
Focused Wealth Management
New York
$115K +$1.01K +13 +0.9%
OC
1082
Oakworth Capital
Alabama
$113K -$858 -11 -0.8%
WWM
1083
Wolff Wiese Magana
California
$112K -$41K -525 -27%
T
1084
Tidemark
California
$111K +$111K +1,424 New
PFBT
1085
Parkside Financial Bank & Trust
Missouri
$107K +$5.38K +69 +5%
DJSG
1086
D.J. St. Germain
Massachusetts
$106K -$7.41K -95 -7%
WTA
1087
Washington Trust Advisors
Massachusetts
$101K – – –
CPG
1088
Cornerstone Planning Group
New Jersey
$101K -$132K -1,696 -57%
HIA
1089
Harbor Investment Advisory
Maryland
$101K -$2.26K -29 -2%
CMP
1090
Coston McIsaac & Partners
Maine
$100K – – –
SIS
1091
Sound Income Strategies
Florida
$98.9K +$46.2K +592 +88%
SRCM
1092
Signature Resources Capital Management
California
$98.2K +$98.2K +1,259 New
WPWM
1093
Western Pacific Wealth Management
Illinois
$97.5K – – –
AFS
1094
Annapolis Financial Services
Maryland
$95.3K -$5.38K -69 -5%
MAWCM
1095
Mine & Arao Wealth Creation & Management
California
$93.9K – – –
MSG
1096
Main Street Group
Virginia
$92.5K +$92.5K +1,186 New
Simplex Trading
1097
Simplex Trading
Illinois
$91K +$91K +1,167 New
AWM
1098
Angeles Wealth Management
California
$87.9K +$87.9K +1,126 New
CAS
1099
Coppell Advisory Solutions
Texas
$87K +$63.8K +818 +275%
AWM
1100
Atticus Wealth Management
Florida
$86.2K -$314K -4,027 -78%
42 43
44
45 46