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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 %
SFG
301
Snider Financial Group
Washington
$6.01M -$33.4K -416 -0.6%
MAP
302
Milestone Advisory Partners
North Carolina
$5.99M -$180K -2,223 -3%
F
303
F3Logic
Minnesota
$5.96M +$169K +2,098 +3%
ES
304
ETF Store
Kansas
$5.86M +$5.86M +78,432 New
HFA
305
High Falls Advisors
New York
$5.84M +$4.67M +57,781 +401%
BIP
306
Blueprint Investment Partners
North Carolina
$5.84M +$5.84M +72,160 New
WBG
307
Wharton Business Group
Pennsylvania
$5.83M +$200K +2,471 +4%
BAM
308
Belpointe Asset Management
Nevada
$5.83M +$1.01M +12,446 +21%
VWA
309
Visionary Wealth Advisors
Illinois
$5.72M -$127K -1,573 -2%
FFS
310
Founders Financial Securities
Maryland
$5.66M -$930K -11,501 -14%
WWM
311
Windsor Wealth Management
Indiana
$5.66M +$487K +6,082 +9%
TLFA
312
True Link Financial Advisors
California
$5.64M +$145K +1,794 +3%
MWM
313
Mascoma Wealth Management
New Hampshire
$5.62M -$444K -5,494 -7%
MLIC
314
Mandatum Life Insurance Company
Finland
$5.54M – – –
TNBTD
315
Trustmark National Bank Trust Department
Mississippi
$5.53M -$446K -5,516 -7%
IWA
316
IBEX Wealth Advisors
New Jersey
$5.5M -$8.09K -100 -0.1%
AF
317
Allworth Financial
California
$5.47M -$301K -3,717 -5%
APWA
318
Atlas Private Wealth Advisors
New Jersey
$5.43M -$1.2M -14,830 -18%
SPA
319
Shore Point Advisors
New Jersey
$5.42M +$5.42M +66,966 New
JSW
320
Journey Strategic Wealth
New Jersey
$5.37M +$5.37M +66,408 New
LRPA
321
L. Roy Papp & Associates
Arizona
$5.33M -$215K -2,660 -4%
RSWM
322
Robertson Stephens Wealth Management
California
$5.33M +$4.75M +58,694 +813%
WIA
323
World Investment Advisors
California
$5.32M -$52K -691 -1%
CFO
324
Custos Family Office
Texas
$5.28M +$5.28M +65,306 New
TWM
325
Tolleson Wealth Management
Texas
$5.26M -$6.31K -78 -0.1%
11 12
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