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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
17.86%
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
$2.78B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$710M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$623M
5
VI
Vestcor Inc
New Brunswick, Canada
$61.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
3
Bank of America
Bank of America
North Carolina
$2.68B
4
Osaic Holdings
Osaic Holdings
Arizona
$150M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
1126
Aspect Partners
Virginia
$47.1K +$47.1K +604 New
OLVIG
1127
Oliver Lagore Vanvalin Investment Group
Michigan
$44K -$149K -1,914 -77%
CCA
1128
Criterion Capital Advisors
Tennessee
$42.3K +$42.3K +542 New
FP
1129
Financial Perspectives
Minnesota
$42K +$6.4K +82 +18%
ODG
1130
O'Dell Group
Ohio
$41.3K +$41.3K +529 New
EW
1131
Element Wealth
Mississippi
$40.9K +$78 +1 +0.2%
RFG
1132
REAP Financial Group
Texas
$39.7K +$39.7K +509 New
Manulife (Manufacturers Life Insurance)
1133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.7K -$1.09K -14 -3%
CNBTD
1134
Citizens National Bank Trust Department
Mississippi
$39K -$2.34K -30 -6%
SFC
1135
SYM Financial Corp
Indiana
$37.9K +$26.5K +340 +233%
CP
1136
Castleview Partners
Texas
$37.6K -$14.4K -184 -28%
FFL
1137
Financial Freedom LLC
Ohio
$37.2K +$390 +5 +1%
BFPW
1138
BOK Financial Private Wealth
Colorado
$35.1K -$16.4K -210 -32%
VNA
1139
Valley National Advisers
Pennsylvania
$35K +$77 +1 +0.2%
DWM
1140
Dogwood Wealth Management
Kansas
$33.8K +$33.8K +433 New
MRCM
1141
M&R Capital Management
New Jersey
$33.6K +$33.6K +430 New
NFSG
1142
Newbridge Financial Services Group
Florida
$33.3K -$23.5K -301 -41%
LIA
1143
Luken Investment Analytics
Tennessee
$33.2K – – –
FPFS
1144
First Personal Financial Services
North Carolina
$31.2K – – –
EBA
1145
Eagle Bay Advisors
New York
$31.2K – – –
MPWT
1146
MassMutual Private Wealth & Trust
Connecticut
$30.7K – – –
JFG
1147
JDM Financial Group
Texas
$29.9K – – –
MTIC
1148
Missouri Trust & Investment Company
Missouri
$29.1K – – –
CIR
1149
Clear Investment Research
Georgia
$28.5K +$781 +10 +3%
GFPC
1150
Global Financial Private Client
Florida
$27.6K -$42.4K -544 -61%
44 45
46
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