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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 %
Mirae Asset Global Investments
176
Mirae Asset Global Investments
South Korea
$9.19M -$836K -10,000 -8%
PA
177
Parallel Advisors
California
$9.18M -$251K -2,999 -3%
BWM
178
Brickley Wealth Management
California
$9.15M +$2.17K +26 +0%
RPCA
179
Running Point Capital Advisors
California
$9.1M -$192K -2,298 -2%
FPW
180
Flagship Private Wealth
Massachusetts
$9.04M +$2.98M +35,603 +49%
1WM
181
1900 Wealth Management
Texas
$9.03M -$354K -4,231 -4%
MA
182
MONECO Advisors
Connecticut
$9.02M -$362K -4,333 -4%
GWSG
183
GPS Wealth Strategies Group
Colorado
$8.98M -$1.17M -13,980 -12%
EC
184
EdgeRock Capital
Colorado
$8.94M -$4.26K -51 -0%
ACA
185
Aptus Capital Advisors
Alabama
$8.89M +$8.73M +104,396 +5,370%
AL
186
ADE LLC
Maryland
$8.87M +$229K +2,739 +3%
AL
187
Aspiriant LLC
California
$8.86M -$288K -3,445 -3%
FAIM
188
Financial Advocates Investment Management
Washington
$8.81M +$50.3K +574 +0.6%
FFS
189
Founders Financial Securities
Maryland
$8.79M +$6.58M +78,772 +298%
NFG
190
Nations Financial Group
Iowa
$8.61M -$333K -3,990 -4%
FHB
191
First Hawaiian Bank
Hawaii
$8.59M -$1.37M -16,350 -14%
BA
192
Bellwether Advisors
Nebraska
$8.57M -$9.11K -109 -0.1%
BRG
193
Bay Rivers Group
Virginia
$8.52M -$202K -2,416 -2%
GIA
194
Gladstone Institutional Advisory
Florida
$8.47M -$247K -2,956 -3%
MWM
195
MorganRosel Wealth Management
Colorado
$8.4M -$211K -2,529 -2%
SCA
196
Snowden Capital Advisors
New York
$8.27M +$1.58M +18,957 +24%
Citadel Advisors
197
Citadel Advisors
Florida
$8.19M -$3.2M -38,240 -28%
BS
198
Banco Santander
Spain
$8.19M +$1.77M +21,177 +28%
SKK
199
Shepherd Kaplan Krochuk
Massachusetts
$8.16M +$8.16M +97,690 New
NEPWA
200
New England Private Wealth Advisors
Massachusetts
$8.1M -$271K -3,255 -3%
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8
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