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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 %
AW
1176
Avion Wealth
Texas
$13K – – –
LFA
1177
Legend Financial Advisors
Pennsylvania
$12.2K – – –
Jones Financial Companies
1178
Jones Financial Companies
Missouri
$11.7K +$11.7K +150 New
GAMC
1179
Garner Asset Management Corp
Texas
$11.6K +$11.6K +145 New
PFA
1180
Pathway Financial Advisers
Indiana
$11.6K +$156 +2 +1%
FDCP
1181
Foster Dykema Cabot & Partners
Massachusetts
$11.2K +$11.2K +143 New
TFA
1182
Transamerica Financial Advisors
Florida
$11K -$2.5M -32,058 -100%
NMG
1183
New Millennium Group
Utah
$10.7K – – –
CFS
1184
CGC Financial Services
Oregon
$10.5K +$10.5K +135 New
EWM
1185
EPG Wealth Management
Georgia
$9.96K +$3.35K +42 +51%
BBPWM
1186
Blue Bell Private Wealth Management
Pennsylvania
$8.74K – – –
PP
1187
PFS Partners
New Jersey
$8.44K +$78 +1 +0.9%
VF
1188
VitalStone Financial
Texas
$8K – – –
RBA
1189
Richard Bernstein Advisors
New York
$7.8K +$7.8K +100 New
RIL
1190
Rothschild Investment LLC
Illinois
$7.65K -$245K -3,141 -97%
TFA
1191
Toth Financial Advisory
Virginia
$7.26K +$546 +7 +8%
FMII
1192
Farmers & Merchants Investments Inc
Nebraska
$6.95K +$6.95K +89 New
FAM
1193
Family Asset Management
South Carolina
$6.87K -$2.81K -36 -29%
AWM
1194
AllSquare Wealth Management
New York
$6.87K – – –
TAM
1195
Tucker Asset Management
Colorado
$6.48K – – –
KWAG
1196
Kiely Wealth Advisory Group
North Carolina
$5.68K +$5.68K +71 New
BWM
1197
BKM Wealth Management
Wisconsin
$5.15K +$5.15K +66 New
ACA
1198
American Capital Advisory
Idaho
$5.07K +$5.07K +65 New
DFA
1199
DHJJ Financial Advisors
Illinois
$4.76K – – –
M
1200
MOTCO
Texas
$4.14K – – –
46 47
48
49 50