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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 %
CNBTD
1076
Citizens National Bank Trust Department
Mississippi
$41.8K – – –
Manulife (Manufacturers Life Insurance)
1077
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.6K -$1K -12 -2%
NMM
1078
Naples Money Management
Florida
$41K +$41K +491 New
FFL
1079
Financial Freedom LLC
Ohio
$40K +$167 +2 +0.4%
CPG
1080
Cornerstone Planning Group
New Jersey
$37.7K -$67.6K -834 -64%
BFPW
1081
BOK Financial Private Wealth
Colorado
$37.6K – – –
VNA
1082
Valley National Advisers
Pennsylvania
$37K – – –
DWM
1083
Dogwood Wealth Management
Kansas
$36.2K – – –
CIR
1084
Clear Investment Research
Georgia
$36K +$5.44K +65 +18%
MRCM
1085
M&R Capital Management
New Jersey
$35.9K – – –
LIA
1086
Luken Investment Analytics
Tennessee
$35.5K – – –
IPW
1087
Impact Partnership Wealth
Georgia
$34.5K -$886K -10,604 -96%
FPFS
1088
First Personal Financial Services
North Carolina
$33.4K – – –
EBA
1089
Eagle Bay Advisors
New York
$33.4K – – –
SIC
1090
SJS Investment Consulting
Ohio
$32.3K +$32.3K +387 New
JFG
1091
JDM Financial Group
Texas
$32K – – –
MTIC
1092
Missouri Trust & Investment Company
Missouri
$31.2K – – –
DIP
1093
DT Investment Partners
Pennsylvania
$29.9K +$29.9K +358 New
AT
1094
Arlington Trust
Alabama
$28.3K -$84 -1 -0.3%
NFSG
1095
Newbridge Financial Services Group
Florida
$28.3K -$7.35K -88 -21%
HCM
1096
Horrell Capital Management
Arkansas
$28K – – –
IHWM
1097
Iron Horse Wealth Management
Iowa
$27.5K – – –
KFP
1098
Keener Financial Planning
Texas
$27K -$1.55K -18 -5%
MPWT
1099
MassMutual Private Wealth & Trust
Connecticut
$25.1K -$7.86K -94 -24%
MA
1100
MCF Advisors
Kentucky
$25K +$83 +1 +0.3%
42 43
44
45 46