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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 %
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$5.37M +$837K +12,436 +18%
SW
327
SteelPeak Wealth
California
$5.36M +$286K +4,219 +6%
UB
328
UMB Bank
Missouri
$5.31M +$84.4K +1,243 +2%
WIA
329
World Investment Advisors
California
$5.29M +$1.31M +19,241 +33%
CWS
330
Cypress Wealth Services
California
$5.23M +$5.23M +77,104 New
IWP
331
Icon Wealth Partners
Texas
$5.21M +$365K +5,370 +8%
CFG
332
Cooper Financial Group
California
$5.19M +$536K +7,901 +12%
CP
333
Capital Planning
Washington
$5.15M +$5.15M +75,893 New
BDS
334
Banco de Sabadell
Florida
$5.07M – – –
WWM
335
Western Wealth Management
Colorado
$5.01M -$3.6M -53,033 -42%
AWG
336
Altus Wealth Group
Colorado
$4.95M +$4.95M +72,917 New
KCA
337
Karn Couzens & Associates
Connecticut
$4.94M +$4.94M +72,782 New
CBFP
338
Cedar Brook Financial Partners
Ohio
$4.91M -$7.87K -116 -0.2%
BAM
339
Belpointe Asset Management
Nevada
$4.89M +$522K +7,683 +12%
PFG
340
PAX Financial Group
Texas
$4.89M +$150K +2,211 +3%
AHC
341
Anderson Hoagland & Co
Missouri
$4.89M +$4.89M +72,026 New
LPT
342
Legacy Private Trust
Wisconsin
$4.89M -$64.1K -944 -1%
HA
343
HYA Advisors
Missouri
$4.85M -$22.5K -332 -0.5%
CFA
344
Cahill Financial Advisors
Minnesota
$4.81M +$2.84M +102,935 +143%
TWM
345
Tradition Wealth Management
Minnesota
$4.8M +$4.8M +70,768 New
LNC
346
Lincoln National Corp
Pennsylvania
$4.77M -$13.4M -196,678 -74%
CWM
347
Concentrum Wealth Management
California
$4.77M +$360K +5,308 +8%
ELI
348
Empire Life Investments
Ontario, Canada
$4.77M +$1.26M +18,600 +36%
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$4.75M +$132K +1,946 +3%
SIA
350
Soltis Investment Advisors
Utah
$4.72M -$720K -10,609 -13%
12 13
14
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