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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 %
HCM
1151
Horrell Capital Management
Arkansas
$27K +$27K +340 New
GTAM
1152
Global Trust Asset Management
Florida
$26.9K +$26.9K +345 New
AT
1153
Arlington Trust
Alabama
$26.5K -$706K -9,054 -96%
KFP
1154
Keener Financial Planning
Texas
$26K +$26K +332 New
IHWM
1155
Iron Horse Wealth Management
Iowa
$25.7K – – –
AP
1156
Arlington Partners
Alabama
$25.6K -$707K -9,066 -97%
MA
1157
MCF Advisors
Kentucky
$23.3K +$156 +2 +0.7%
MFT
1158
Moisand Fitzgerald Tamayo
Florida
$22.5K +$2.97K +38 +15%
ME
1159
McIlrath & Eck
Washington
$21.4K -$91.6K -1,174 -81%
HWP
1160
Highline Wealth Partners
California
$20.9K – – –
FG
1161
Fairman Group
Pennsylvania
$20.7K +$20.7K +265 New
N
1162
Natixis
France
$20.4K +$20.4K +261 New
MSFP
1163
Mark Sheptoff Financial Planning
Connecticut
$19.3K +$19.3K +247 New
CWC
1164
Carolinas Wealth Consulting
North Carolina
$18.3K -$13.4K -171 -42%
APW
1165
Acima Private Wealth
Virginia
$17.2K -$238K -3,055 -93%
NA
1166
Nordwand Advisors
Pennsylvania
$16.2K +$16.2K +208 New
IWP
1167
IAG Wealth Partners
Wisconsin
$15.3K – – –
CJ
1168
Caitlin John
Michigan
$14.7K +$14.7K +189 New
First Manhattan
1169
First Manhattan
New York
$14.7K +$5.07K +65 +53%
BWL
1170
Bogart Wealth LLC
Virginia
$14.6K – – –
RDFA
1171
Ritter Daniher Financial Advisory
Ohio
$14.4K – – –
CA
1172
Crewe Advisors
Utah
$13.3K -$7.78K -100 -37%
ITIM
1173
Indiana Trust & Investment Management
Indiana
$13.3K – – –
CIM
1174
Contravisory Investment Management
Massachusetts
$13.3K +$12.7K +163 +2,329%
DWA
1175
Delos Wealth Advisors
Texas
$13.2K -$8.66K -111 -40%
45 46
47
48 49