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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 %
DF
1201
Dunhill Financial
United Kingdom
$3.9K +$3.9K +50 New
PMFA
1202
Plante Moran Financial Advisors
Michigan
$3.67K +$3.67K +47 New
FFO
1203
Fortitude Family Office
Arizona
$3.59K +$3.59K +46 New
JWM
1204
Janiczek Wealth Management
Colorado
$3.36K – – –
NCM
1205
Northwest Capital Management
Oregon
$3.36K – – –
AWM
1206
Abound Wealth Management
Tennessee
$3.28K +$3.28K +42 New
IRC
1207
Investors Research Corp
Georgia
$3.2K – – –
GI
1208
Gradient Investments
Minnesota
$3.13K -$2.9K -37 -48%
FUBT
1209
First United Bank & Trust
Maryland
$3.12K +$3.12K +40 New
IFAM
1210
Institutional & Family Asset Management
Colorado
$2.59K +$2.59K +33 New
FPF
1211
First Pacific Financial
Washington
$2.58K +$2.58K +33 New
LF
1212
Lee Financial
Texas
$2.21K – – –
PFM
1213
Phillips Financial Management
Indiana
$1.72K +$1.72K +22 New
PAI
1214
Pittenger & Anderson Inc
Nebraska
$1.33K – – –
AIMA
1215
Ables Iannone Moore & Associates
Georgia
$780 +$780 +10 New
RAM
1216
Riggs Asset Management
Pennsylvania
$547 – – –
FCAS
1217
First Command Advisory Services
Texas
$546 – – –
Russell Investments Group
1218
Russell Investments Group
United Kingdom
$546 +$546 +7 New
SWM
1219
Sanctuary Wealth Management
Idaho
$312 – – –
CFB
1220
Cullen/Frost Bankers
Texas
$75 -$14.5K -193 -99%
AP
1221
Agilis Partners
Massachusetts
– -$20.5M -283,867 Closed
SC
1222
Sykon Capital
New York
– -$17.3M -239,210 Closed
GI
1223
Glovista Investments
New Jersey
– -$12M -166,224 Closed
HF
1224
HRT Financial
New York
– -$9.36M -129,305 Closed
PAG
1225
Private Advisory Group
Washington
– -$5.05M -69,838 Closed
47 48
49
50 51