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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 %
CAM
1201
Cobblestone Asset Management
Virginia
– -$632K -8,095 Closed
CC
1202
Copperleaf Capital
North Carolina
– -$614K -7,874 Closed
GS
1203
GTS Securities
New York
– -$589K -7,542 Closed
CAM
1204
Concorde Asset Management
Michigan
– -$560K -7,273 Closed
PFGIA
1205
Patriot Financial Group Insurance Agency
Massachusetts
– -$553K -7,093 Closed
HPFG
1206
Hart & Patterson Financial Group
Massachusetts
– -$541K -6,931 Closed
FCAM
1207
First Citizens Asset Management
North Carolina
– -$681K -6,912 Closed
MWM
1208
Meridian Wealth Management
Kentucky
– -$530K -6,796 Closed
RIM
1209
Redwood Investment Management
Arizona
– -$527K -6,756 Closed
DCM
1210
Donaldson Capital Management
Indiana
– -$453K -5,810 Closed
RFP
1211
RCS Financial Planning
Maryland
– -$416K -5,331 Closed
CRI
1212
Commonwealth Retirement Investments
Virginia
– -$400K -5,130 Closed
ICP
1213
Interchange Capital Partners
Pennsylvania
– -$393K -5,024 Closed
D.E. Shaw & Co
1214
D.E. Shaw & Co
New York
– -$376K -4,819 Closed
FA
1215
Fiduciary Alliance
South Carolina
– -$358K -4,591 Closed
CCFM
1216
Clear Creek Financial Management
Washington
– -$353K -4,530 Closed
CWM
1217
Cedar Wealth Management
California
– -$321K -4,119 Closed
I
1218
INVST
Indiana
– -$310K -3,871 Closed
RWM
1219
Revisor Wealth Management
Ohio
– -$294K -3,764 Closed
LIA
1220
LifePlan Investment Advisors
North Carolina
– -$272K -3,491 Closed
PCA
1221
Prosperity Capital Advisors
Ohio
– -$269K -3,445 Closed
LAS
1222
Lloyd Advisory Services
Georgia
– -$265K -3,394 Closed
RFA
1223
Resurgent Financial Advisors
Georgia
– -$252K -3,232 Closed
SPI
1224
Sutton Place Investors
New York
– -$246K -3,151 Closed
JJBC
1225
James J. Burns & Company
New York
– -$244K -3,133 Closed
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