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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,022 hedge funds and large institutions have $22.9B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 313 increasing their positions, 400 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+124
Holders Change %
+13.81%
% of All Funds
18.13%
Holding in Top 10
211
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.48%
% of All Funds
3.74%
New
200
Increased
313
Reduced
400
Closed
60
Calls
$23.2M
Puts
$4.48M
Net Calls
+$18.7M
Net Calls Change
+$1.89M

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.2M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$33.5M
4
RJA
Raymond James & Associates
Florida
+$31.9M
5
Morgan Stanley
Morgan Stanley
New York
+$27.6M

Top Sellers

1
LPL Financial
LPL Financial
California
-$299M
2
Bank of America
Bank of America
North Carolina
-$148M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$145M
4
CC
Cassaday & Co
Virginia
-$142M
5
EMPI
Elo Mutual Pension Insurance
Finland
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
226
Intrust Bank
Kansas
$10.9M +$1.62M +23,881 +17%
WPIC
227
White Pine Investment Company
Michigan
$10.9M +$518K +7,627 +5%
Mackenzie Financial
228
Mackenzie Financial
Ontario, Canada
$10.8M – – –
FEG
229
Financial Enhancement Group
Indiana
$10.8M +$2.21M +32,494 +26%
BAM
230
BTS Asset Management
Massachusetts
$10.7M +$10.7M +152,648 New
ACM
231
Allred Capital Management
Texas
$10.6M +$21.2K +313 +0.2%
PA
232
Pinnacle Associates
New York
$10.5M -$542K -7,985 -5%
AIC
233
Ameritas Investment Company
Nebraska
$10.3M +$1.79M +26,411 +21%
1832 Asset Management
234
1832 Asset Management
Ontario, Canada
$10.3M +$242K +4,551 +2%
TFS
235
TrustCore Financial Services
Tennessee
$10.2M -$4.75M -70,033 -32%
AAP
236
Arax Advisory Partners
Colorado
$10.1M -$219K -3,219 -2%
W
237
Wealthquest
Ohio
$10M -$3.48M -51,209 -26%
AIP
238
Almanack Investment Partners
Pennsylvania
$10M -$181K -2,660 -2%
MWP
239
Meridian Wealth Partners
Pennsylvania
$10M +$156K +2,305 +2%
RPCA
240
Running Point Capital Advisors
California
$10M +$10M +147,415 New
FSA
241
Financial Sense Advisors
California
$9.97M -$105K -1,547 -1%
Lido Advisors
242
Lido Advisors
California
$9.78M +$1.35M +19,916 +16%
MPW
243
MA Private Wealth
California
$9.68M -$36.7K -540 -0.4%
MA
244
MONECO Advisors
Connecticut
$9.42M -$352K -5,208 -4%
MNBTD
245
Moody National Bank Trust Division
Texas
$9.29M – – –
William Blair & Company
246
William Blair & Company
Illinois
$9.18M -$334K -4,925 -4%
JWCA
247
J.W. Cole Advisors
Florida
$9.14M +$528K +7,773 +6%
LWP
248
Legacy Wealth Planning
Nevada
$9.08M -$2.71M -39,930 -23%
RPSA
249
Richard P. Slaughter Associates
Texas
$9.04M +$218K +3,216 +2%
BWM
250
Brickley Wealth Management
California
$8.98M +$670K +9,872 +8%
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