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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 %
FHA
326
Flagship Harbor Advisors
Massachusetts
$5.24M +$670K +8,285 +15%
C
327
Clearshares
New York
$5.24M – – –
RRA
328
Round Rock Advisors
Connecticut
$5.2M +$467K +5,773 +10%
CWA
329
Centennial Wealth Advisory
Michigan
$5.19M +$382K +4,728 +8%
KCA
330
Karn Couzens & Associates
Connecticut
$5.14M +$47.3K +585 +0.9%
CB
331
Commerce Bank
Missouri
$5.12M -$321K -3,972 -6%
TFA
332
Tranquilli Financial Advisor
New Jersey
$5.08M -$796K -9,840 -14%
RWG
333
Regal Wealth Group
California
$5.05M -$409K -5,054 -7%
CA
334
Calton & Associates
Florida
$5M +$79.9K +988 +2%
BS
335
Banco Santander
Spain
$4.93M +$162K +1,997 +3%
LWM
336
Laidlaw Wealth Management
New York
$4.93M +$291K +3,591 +6%
AWA
337
Alta Wealth Advisors
Massachusetts
$4.88M -$393K -4,858 -7%
BOPW
338
Brandywine Oak Private Wealth
Pennsylvania
$4.86M +$11.3K +140 +0.2%
BFG
339
Barber Financial Group
Kansas
$4.86M -$76.6K -947 -2%
MSAM
340
Moloney Securities Asset Management
Missouri
$4.84M +$147K +1,821 +3%
CWP
341
CFM Wealth Partners
Texas
$4.83M -$9.4K -106 -0.2%
GLA
342
Good Life Advisors
Pennsylvania
$4.82M +$1.21M +14,932 +33%
IAG
343
Investment Advisory Group
Massachusetts
$4.81M +$4.81M +63,839 New
TFS
344
TrustCore Financial Services
Tennessee
$4.78M -$1.29M -15,984 -21%
FSA
345
Financial Services Advisory
Maryland
$4.76M +$4.76M +58,881 New
WWM
346
Western Wealth Management
Colorado
$4.74M +$4.74M +58,601 New
WMP
347
Wealth Management Partners
Arizona
$4.73M -$275K -3,424 -5%
EIP
348
Ellis Investment Partners
Pennsylvania
$4.7M -$431K -5,325 -8%
Prudential Financial
349
Prudential Financial
New Jersey
$4.69M +$2.87M +36,657 +157%
PFA
350
Pettinga Financial Advisors
Indiana
$4.69M +$4.69M +57,907 New
12 13
14
15 16