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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 %
AFS
1101
Annapolis Financial Services
Maryland
$24.2K -$77.8K -931 -76%
ME
1102
McIlrath & Eck
Washington
$22.9K – – –
GFPC
1103
Global Financial Private Client
Florida
$22.6K -$6.91K -83 -23%
HWP
1104
Highline Wealth Partners
California
$22.1K -$251 -3 -1%
FG
1105
Fairman Group
Pennsylvania
$22.1K – – –
N
1106
Natixis
France
$21.8K – – –
AWM
1107
Atticus Wealth Management
Florida
$21.7K -$70.6K -845 -76%
QC
1108
Quent Capital
New York
$21.7K -$802K -9,569 -97%
MSFP
1109
Mark Sheptoff Financial Planning
Connecticut
$20.6K – – –
MFT
1110
Moisand Fitzgerald Tamayo
Florida
$18.8K -$5.27K -63 -22%
KA
1111
Kozak & Associates
Colorado
$18.7K +$18.7K +223 New
APW
1112
Acima Private Wealth
Virginia
$18.4K – – –
SN
1113
Sittner & Nelson
Oregon
$18.1K +$18.1K +216 New
CJ
1114
Caitlin John
Michigan
$15.8K – – –
First Manhattan
1115
First Manhattan
New York
$15.7K – – –
AFG
1116
Albion Financial Group
Utah
$15.5K +$15.5K +185 New
RDFA
1117
Ritter Daniher Financial Advisory
Ohio
$15.4K – – –
BWL
1118
Bogart Wealth LLC
Virginia
$15K -$669 -8 -4%
PWMG
1119
Prestige Wealth Management Group
New Jersey
$14.4K -$141K -1,682 -91%
CA
1120
Crewe Advisors
Utah
$14.3K – – –
CIM
1121
Contravisory Investment Management
Massachusetts
$14.2K – – –
AW
1122
Avion Wealth
Texas
$14K – – –
VWM
1123
Venturi Wealth Management
Texas
$13.2K -$336K -4,014 -96%
LFA
1124
Legend Financial Advisors
Pennsylvania
$13K – – –
SFC
1125
SYM Financial Corp
Indiana
$12.2K -$28.4K -340 -70%
43 44
45
46 47