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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 %
IF
276
IRON Financial
Illinois
$7.61M +$140K +2,068 +2%
AIP
277
Ahrens Investment Partners
Louisiana
$7.59M -$215K -3,166 -3%
FFN
278
Focus Financial Network
Minnesota
$7.55M +$228K +3,366 +3%
FWP
279
FAS Wealth Partners
Kansas
$7.52M -$1.53M -22,604 -17%
Mirae Asset Global Investments
280
Mirae Asset Global Investments
South Korea
$7.47M +$4.56M +67,200 +157%
AL
281
Aspiriant LLC
California
$7.46M +$101K +1,492 +1%
FLA
282
Financial Life Advisors
Texas
$7.39M +$52.3K +771 +0.7%
IA
283
IFG Advisory
Georgia
$7.33M +$100K +1,476 +1%
KPWS
284
Kestra Private Wealth Services
Texas
$7.3M -$2.33M -34,679 -24%
BRG
285
Bay Rivers Group
Virginia
$7.29M -$150K -2,207 -2%
CA
286
Cambridge Associates
Massachusetts
$7.25M – – –
HCA
287
Heck Capital Advisors
Wisconsin
$7.08M -$7.55M -111,299 -52%
OAJ
288
Ogorek Anthony Joseph
New York
$7.03M -$2.86M -42,158 -29%
AA
289
Ancora Advisors
Ohio
$7M +$31.5K +464 +0.5%
EPP
290
ETF Portfolio Partners
Kansas
$7M +$198K +2,924 +3%
VHAM
291
Van Hulzen Asset Management
California
$6.98M +$4.71M +69,406 +207%
NFG
292
Nations Financial Group
Iowa
$6.97M +$270K +3,984 +4%
GWSG
293
GPS Wealth Strategies Group
Colorado
$6.93M +$351K +5,175 +5%
SFM
294
Signet Financial Management
New Jersey
$6.91M +$272K +4,004 +4%
Millennium Management
295
Millennium Management
New York
$6.82M +$6.82M +100,416 New
TC
296
Tacita Capital
Ontario, Canada
$6.66M +$6.66M +98,165 New
Brown Advisory
297
Brown Advisory
Maryland
$6.65M -$952K -14,016 -13%
TRCT
298
Tower Research Capital (TRC)
New York
$6.61M +$2.6M +38,292 +65%
SWG
299
Summit Wealth Group
Vermont
$6.54M +$6.54M +96,381 New
CAM
300
Cozad Asset Management
Illinois
$6.53M -$1.97M -28,978 -23%
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