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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.12B
2
BlackRock
BlackRock
New York
$873M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$110M
4
AWM
AE Wealth Management
Kansas
$93.8M
5
RJA
Raymond James & Associates
Florida
$2.59B

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$103M
2
CA
Cetera Advisors
Colorado
$139M
3
SG Americas Securities
SG Americas Securities
New York
$0
4
Bank of America
Bank of America
North Carolina
$1.79B
5
GA
Gateway Advisory
New Jersey
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
251
Stokes Family Office
Louisiana
$7.69M +$7.31M +90,378 +1,938%
FCT
252
Family Capital Trust
Massachusetts
$7.69M +$75.1K +928 +1%
SWM
253
Southern Wealth Management
Texas
$7.64M -$6.75M -83,405 -47%
WSTAM
254
Wilbanks Smith & Thomas Asset Management
Virginia
$7.62M -$18.1K -224 -0.2%
GSWM
255
Golden State Wealth Management
California
$7.61M +$3.96K +49 +0.1%
William Blair & Company
256
William Blair & Company
Illinois
$7.61M +$173K +2,134 +2%
MBTD
257
Mechanics Bank - Trust Department
California
$7.58M -$431K -5,331 -5%
LFAS
258
Level Four Advisory Services
Texas
$7.45M -$263K -3,248 -3%
CP
259
Capital Planning
Washington
$7.42M +$83.4K +1,031 +1%
IF
260
Intrua Financial
Texas
$7.4M -$5.91K -73 -0.1%
CFGS
261
Concourse Financial Group Securities
Alabama
$7.37M +$2.69M +33,214 +57%
WFA
262
Wells Financial Advisors
Massachusetts
$7.34M -$4.76M -58,818 -39%
CAL
263
Capital Analysts LLC
Pennsylvania
$7.32M -$151K -1,872 -2%
IP
264
Investment Partners
Ohio
$7.31M -$426K -5,260 -6%
AFG
265
Arkansas Financial Group
Arkansas
$7.31M -$2.82M -34,851 -28%
SWA
266
Sax Wealth Advisors
New Jersey
$7.3M +$326K +4,025 +5%
MG
267
Mather Group
Illinois
$7.29M +$6.79M +83,982 +1,365%
JWBC
268
John W. Brooker & Co
California
$7.2M -$259K -3,199 -3%
ELI
269
Empire Life Investments
Ontario, Canada
$7.19M +$1.59M +19,700 +29%
FEG
270
Financial Enhancement Group
Indiana
$7.17M +$3.23M +39,963 +82%
MMA
271
Miracle Mile Advisors
California
$7.17M -$17.6M -217,892 -71%
FWP
272
FAS Wealth Partners
Kansas
$7.16M -$13.8K -171 -0.2%
PFS
273
Prospera Financial Services
Texas
$7.13M +$87.9K +1,086 +1%
SAM
274
Sequent Asset Management
Texas
$7.08M +$162K +2,002 +2%
CA
275
Cambridge Associates
Massachusetts
$7.07M – – –
9 10
11
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