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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 %
CWG
1226
Cornerstone Wealth Group
North Carolina
– -$3.74M -51,722 Closed
PFG
1227
PAX Financial Group
Texas
– -$3.57M -49,305 Closed
Legacy Financial Group (Iowa)
1228
Legacy Financial Group (Iowa)
Iowa
– -$2.45M -33,907 Closed
CWA
1229
Centennial Wealth Advisory
Michigan
– -$2.02M -27,852 Closed
TI
1230
Trexquant Investment
Connecticut
– -$1.78M -24,565 Closed
PIA
1231
Pinion Investment Advisors
Kansas
– -$1.71M -23,587 Closed
KIA
1232
KLR Investment Advisors
Rhode Island
– -$1.19M -16,339 Closed
Two Sigma Investments
1233
Two Sigma Investments
New York
– -$1.01M -13,900 Closed
Wolverine Trading
1234
Wolverine Trading
Illinois
– -$871K -12,037 Closed
3IP
1235
3Chopt Investment Partners
Virginia
– -$766K -10,459 Closed
EF
1236
Empowered Funds
Pennsylvania
– -$713K -9,852 Closed
OMC
1237
Old Mission Capital
Illinois
– -$688K -9,500 Closed
RW
1238
Regimen Wealth
Georgia
– -$599K -8,274 Closed
LHC
1239
Little House Capital
Massachusetts
– -$528K -7,298 Closed
RCM
1240
Requisite Capital Management
Texas
– -$513K -7,091 Closed
D
1241
Dentgroup
Louisiana
– -$495K -6,835 Closed
AFO
1242
Allie Family Office
Florida
– -$444K -6,126 Closed
GIA
1243
Goodwin Investment Advisory
Georgia
– -$435K -6,013 Closed
GIA
1244
Guyasuta Investment Advisors
Pennsylvania
– -$427K -5,901 Closed
TA
1245
TFB Advisors
Kansas
– -$360K -4,967 Closed
GCA
1246
Greenwood Capital Associates
South Carolina
– -$334K -4,612 Closed
HIM
1247
Hanlon Investment Management
New Jersey
– -$325K -4,486 Closed
State Street
1248
State Street
Massachusetts
– -$300K -4,141 Closed
SWG
1249
Summit Wealth Group
Vermont
– -$295K -4,077 Closed
MPCG
1250
Matrix Private Capital Group
New York
– -$294K -4,035 Closed
48 49
50
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