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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 %
MFS
1176
Madrona Financial Services
Washington
– -$2.25M -28,881 Closed
WF
1177
Williams Financial
Vermont
– -$2.15M -27,513 Closed
GCM
1178
Greenland Capital Management
New York
– -$2.1M -26,900 Closed
TWM
1179
TSA Wealth Management
Texas
– -$1.96M -25,100 Closed
Marshall Wace
1180
Marshall Wace
United Kingdom
– -$1.91M -24,500 Closed
KFSC
1181
Keystone Financial Services (Colorado)
Colorado
– -$1.8M -23,033 Closed
SWM
1182
Scissortail Wealth Management
Oklahoma
– -$1.73M -21,524 Closed
EWM
1183
Endowment Wealth Management
Wisconsin
– -$1.55M -19,808 Closed
WWS
1184
Wellington Wealth Strategies
Indiana
– -$1.48M -18,968 Closed
SL
1185
SWMG LLC
Texas
– -$1.38M -17,730 Closed
SHJ
1186
Sharkey, Howes & Javer
Colorado
– -$1.29M -16,480 Closed
TWM
1187
Triton Wealth Management
Arizona
– -$1.19M -15,163 Closed
KA
1188
Kovack Advisors
Florida
– -$1.17M -14,932 Closed
FWP
1189
Firethorn Wealth Partners
Georgia
– -$1.05M -13,432 Closed
TF
1190
Trek Financial
Arizona
– -$989K -12,679 Closed
AWA
1191
Arete Wealth Advisors
Illinois
– -$902K -11,563 Closed
TI
1192
TTP Investments
California
– -$888K -11,380 Closed
CA
1193
Calton & Associates
Florida
– -$874K -11,203 Closed
FRA
1194
FFG Retirement Advisors
Colorado
– -$824K -10,563 Closed
MWS
1195
Maxwell Wealth Strategies
California
– -$824K -10,554 Closed
Two Sigma Advisers
1196
Two Sigma Advisers
New York
– -$804K -10,300 Closed
SGWM
1197
Sterling Group Wealth Management
California
– -$703K -9,009 Closed
SWM
1198
SigFig Wealth Management
California
– -$653K -8,362 Closed
CG
1199
Clifford Group
Massachusetts
– -$652K -8,358 Closed
EP
1200
Edgestream Partners
New Jersey
– -$648K -8,306 Closed
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