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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 %
GA
1251
GoalVest Advisory
New York
– -$59.2K -759 Closed
RIM
1252
Rockbridge Investment Management
New York
– -$59.1K -757 Closed
CCA
1253
Criterion Capital Advisors
Tennessee
– -$42.3K -542 Closed
ODG
1254
O'Dell Group
Ohio
– -$41.3K -529 Closed
RFG
1255
REAP Financial Group
Texas
– -$39.7K -509 Closed
AP
1256
Arlington Partners
Alabama
– -$25.6K -328 Closed
NA
1257
Nordwand Advisors
Pennsylvania
– -$16.2K -208 Closed
IWP
1258
IAG Wealth Partners
Wisconsin
– -$15.3K -196 Closed
GAMC
1259
Garner Asset Management Corp
Texas
– -$11.6K -145 Closed
NMG
1260
New Millennium Group
Utah
– -$10.7K -137 Closed
RBA
1261
Richard Bernstein Advisors
New York
– -$7.8K -100 Closed
TFA
1262
Toth Financial Advisory
Virginia
– -$7.26K -93 Closed
FMII
1263
Farmers & Merchants Investments Inc
Nebraska
– -$6.95K -89 Closed
BWM
1264
BKM Wealth Management
Wisconsin
– -$5.15K -66 Closed
FFO
1265
Fortitude Family Office
Arizona
– -$3.59K -46 Closed
AWM
1266
Abound Wealth Management
Tennessee
– -$3.28K -42 Closed
IFAM
1267
Institutional & Family Asset Management
Colorado
– -$2.59K -33 Closed
LF
1268
Lee Financial
Texas
– -$2.21K -28 Closed
AIMA
1269
Ables Iannone Moore & Associates
Georgia
– -$780 -10 Closed
RAM
1270
Riggs Asset Management
Pennsylvania
– -$547 -7 Closed
FCAS
1271
First Command Advisory Services
Texas
– -$546 -7 Closed
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