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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 %
WMP
351
Wealth Management Partners
Arizona
$4.71M +$4.71M +69,078 New
Susquehanna International Group
352
Susquehanna International Group
Pennsylvania
$4.71M -$2.62M -38,620 -36%
AWA
353
Alta Wealth Advisors
Massachusetts
$4.69M +$4.69M +69,144 New
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.68M -$905K -13,325 -16%
MLIC
355
Mandatum Life Insurance Company
Finland
$4.67M -$1.23M -18,109 -21%
WWM
356
Windsor Wealth Management
Indiana
$4.66M -$56.2K -828 -1%
9WM
357
9258 Wealth Management
Ohio
$4.66M -$59.5K -876 -1%
AL
358
ADE LLC
Maryland
$4.64M +$4.64M +68,387 New
CB
359
Commerce Bank
Missouri
$4.64M -$1.07M -15,787 -19%
FHA
360
First Horizon Advisors
Tennessee
$4.61M -$74.7K -1,101 -2%
AFP
361
Ausdal Financial Partners
Iowa
$4.61M +$211K +3,104 +5%
APSP
362
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.6M -$348K -5,120 -7%
TWM
363
Tolleson Wealth Management
Texas
$4.6M +$540K +7,955 +13%
BL
364
BFSG LLC
California
$4.56M -$8.83K -130 -0.2%
SWA
365
Sax Wealth Advisors
New Jersey
$4.52M +$4.52M +66,523 New
WCM
366
WealthBridge Capital Management
Ohio
$4.51M +$103K +1,522 +2%
AF
367
Allworth Financial
California
$4.49M -$502K -7,396 -10%
CFD
368
Creative Financial Designs
Indiana
$4.49M +$313K +4,617 +8%
VFM
369
Vivid Financial Management
California
$4.49M +$428K +6,304 +11%
LRPA
370
L. Roy Papp & Associates
Arizona
$4.47M -$166K -2,447 -4%
GCM
371
Gibraltar Capital Management
Oklahoma
$4.45M -$770K -11,340 -15%
F
372
F3Logic
Minnesota
$4.43M -$154K -2,272 -3%
SHJ
373
Sharkey, Howes & Javer
Colorado
$4.42M -$4.37M -64,327 -50%
EIP
374
Ellis Investment Partners
Pennsylvania
$4.41M +$296K +4,361 +7%
MFM
375
Mirsky Financial Management
New York
$4.41M -$8.69K -128 -0.2%
13 14
15
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