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iShares MSCI USA Min Vol Factor ETF
USMV

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 %
LWMG
301
Levy Wealth Management Group
Pennsylvania
$6.38M +$6.38M +94,004 New
ACM
302
Armbruster Capital Management
New York
$6.37M -$334K -4,917 -5%
FCT
303
Family Capital Trust
Massachusetts
$6.35M +$87.1K +1,283 +1%
ONST
304
Old North State Trust
North Carolina
$6.32M -$6.49M -95,623 -51%
HIP
305
HUB Investment Partners
Texas
$6.18M +$6.18M +96,929 New
VWA
306
Visionary Wealth Advisors
Illinois
$6.08M +$269K +3,956 +5%
FHA
307
Flagship Harbor Advisors
Massachusetts
$6.07M +$7.26K +107 +0.1%
PFS
308
Prospera Financial Services
Texas
$6.05M +$1.87M +27,550 +45%
RF
309
RHS Financial
California
$6.04M +$338K +4,980 +6%
FFS
310
Founders Financial Securities
Maryland
$5.88M -$1.03M -15,178 -15%
HFS
311
Horizon Financial Services
North Carolina
$5.88M +$166K +2,440 +3%
PA
312
PFG Advisors
Arizona
$5.78M -$219K -3,226 -4%
CGFA
313
Colton Groome Financial Advisors
North Carolina
$5.77M -$582K -8,567 -9%
CIA
314
Choate Investment Advisors
Massachusetts
$5.73M -$821K -12,090 -13%
HIM
315
HawsGoodwin Investment Management
Tennessee
$5.73M +$148K +2,178 +3%
PAMG
316
Patton Albertson Miller Group
Tennessee
$5.72M -$23.2K -343 -0.4%
MA
317
Modus Advisors
Minnesota
$5.72M -$205K -3,022 -3%
FFG
318
Ford Financial Group
California
$5.72M -$772K -11,371 -12%
TWA
319
Tillar-Wenstrup Advisors
Ohio
$5.66M -$6.78M -99,924 -55%
IWA
320
IBEX Wealth Advisors
New Jersey
$5.54M -$1.9M -27,963 -26%
MAP
321
Milestone Advisory Partners
North Carolina
$5.51M -$5.04M -74,284 -48%
GWM
322
Greenhouse Wealth Management
Connecticut
$5.5M +$5.5M +80,999 New
IP
323
Investment Partners
Ohio
$5.45M +$22.6K +333 +0.4%
BFG
324
Barber Financial Group
Kansas
$5.44M -$497K -7,318 -8%
SFS
325
Sowell Financial Services
Arkansas
$5.38M -$363K -5,342 -6%
11 12
13
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