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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 %
IRC
1151
Investors Research Corp
Georgia
$3.43K – – –
FUBT
1152
First United Bank & Trust
Maryland
$3.34K – – –
M
1153
MOTCO
Texas
$3.18K -$1.25K -15 -28%
HR
1154
Howe & Rusling
New York
$2.84K -$179K -2,146 -98%
CIA
1155
Cape Investment Advisory
Georgia
$2.26K -$63.6K -761 -97%
PAI
1156
Pittenger & Anderson Inc
Nebraska
$1.42K – – –
Macquarie Group
1157
Macquarie Group
Australia
$1.06K -$4.17K -49,881 -80%
FPF
1158
First Pacific Financial
Washington
$753 -$2.01K -24 -73%
PFM
1159
Phillips Financial Management
Indiana
$672 -$1.18K -14 -64%
Russell Investments Group
1160
Russell Investments Group
United Kingdom
$585 – – –
SWM
1161
Sanctuary Wealth Management
Idaho
$334 – – –
CFB
1162
Cullen/Frost Bankers
Texas
$80 – – –
GI
1163
Gradient Investments
Minnesota
$70 -$2.73K -39 -98%
TLFA
1164
True Link Financial Advisors
California
– -$22.1M -283,807 Closed
SAG
1165
SageView Advisory Group
California
– -$10.7M -132,880 Closed
IF
1166
Intrua Financial
Texas
– -$6.93M -88,848 Closed
AC
1167
AlphaCore Capital
California
– -$4.91M -62,870 Closed
WCM
1168
Windham Capital Management
Massachusetts
– -$4.41M -56,494 Closed
WIA
1169
World Investment Advisors
California
– -$3.94M -50,557 Closed
EFG
1170
Ethos Financial Group
Pennsylvania
– -$3.92M -50,210 Closed
SW
1171
SteelPeak Wealth
California
– -$3.71M -47,526 Closed
MWM
1172
Moran Wealth Management
Florida
– -$3.46M -44,338 Closed
PFA
1173
Pettinga Financial Advisors
Indiana
– -$3.19M -40,942 Closed
OP
1174
ORG Partners
Indiana
– -$2.94M -37,705 Closed
PCIG
1175
Partners Capital Investment Group
Massachusetts
– -$2.56M -32,861 Closed
45 46
47
48 49