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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 %
BG
1251
Benedetti & Gucer
Georgia
– -$276K -3,816 Closed
HIP
1252
HUB Investment Partners
Texas
– -$270K -3,727 Closed
OWA
1253
Octavia Wealth Advisors
Ohio
– -$270K -3,717 Closed
AGP
1254
Autumn Glory Partners
Texas
– -$254K -3,503 Closed
WA
1255
Wambolt & Associates
Colorado
– -$249K -3,458 Closed
HPC
1256
Hobart Private Capital
North Carolina
– -$247K -3,419 Closed
BHPW
1257
Beverly Hills Private Wealth
California
– -$242K -3,339 Closed
SAMT
1258
Select Asset Management & Trust
Pennsylvania
– -$241K -3,330 Closed
FFWM
1259
Future Financial Wealth Management
Ohio
– -$235K -3,248 Closed
HKIMG
1260
Hutchens & Kramer Investment Management Group
Indiana
– -$227K -3,158 Closed
KAS
1261
KPP Advisory Services
Kentucky
– -$211K -2,911 Closed
PFA
1262
Petra Financial Advisors
Colorado
– -$210K -2,899 Closed
DC
1263
Davenport & Co
Virginia
– -$206K -2,839 Closed
TA
1264
TrueWealth Advisors
Alabama
– -$202K -2,793 Closed
SAS
1265
Stelac Advisory Services
New York
– -$202K -2,792 Closed
RPSA
1266
Richard P. Slaughter Associates
Texas
– -$202K -2,786 Closed
BTWM
1267
Baker Tilly Wealth Management
Wisconsin
– -$201K -2,778 Closed
AWA
1268
Authentikos Wealth Advisory
California
– -$196K -2,703 Closed
BCP
1269
Blue Chip Partners
Michigan
– -$165K -2,273 Closed
HT
1270
Headlands Technologies
Illinois
– -$163K -2,249 Closed
RIA
1271
Realta Investment Advisors
Delaware
– -$162K -2,182 Closed
PWA
1272
Provenance Wealth Advisors
Florida
– -$136K -1,876 Closed
BAAM
1273
Baker Avenue Asset Management
California
– -$73.8K -1,019 Closed
BCM
1274
BluePath Capital Management
Georgia
– -$58K -801 Closed
SC
1275
SouthState Corp
Florida
– -$50K -691 Closed
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