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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 %
DADC
351
D.A. Davidson & Co
Montana
$4.63M -$31.4K -388 -0.7%
OIM
352
Opus Investment Management
Massachusetts
$4.61M +$15.9K +196 +0.3%
BBHBI
353
B, B, H, & B Inc
Alabama
$4.58M +$243K +3,006 +6%
CI
354
Cavalier Investments
Georgia
$4.51M +$1.39M +17,137 +44%
SIAG
355
Safeguard Investment Advisory Group
California
$4.5M -$153K -1,896 -3%
CNB
356
Camden National Bank
Maine
$4.5M +$219K +2,707 +5%
SHJ
357
Sharkey, Howes & Javer
Colorado
$4.46M +$4.46M +55,153 New
CLOS
358
Compagnie Lombard Odier SCmA
Switzerland
$4.45M – – –
WWG
359
West Wealth Group
California
$4.44M +$4.44M +54,831 New
DL
360
DOHJ LLC
Washington
$4.42M -$772K -9,539 -15%
ASFA
361
All Season Financial Advisors
Colorado
$4.42M +$2.03M +25,144 +85%
WCM
362
WealthBridge Capital Management
Ohio
$4.38M -$871K -10,772 -17%
BCM
363
BlueCrest Capital Management
Jersey
$4.36M +$4.12M +50,887 +1,672%
FFG
364
Frisch Financial Group
New York
$4.36M -$186K -2,325 -4%
CAM
365
Cozad Asset Management
Illinois
$4.34M -$325K -4,022 -7%
Northern Trust
366
Northern Trust
Illinois
$4.32M +$1.71M +21,114 +65%
PFG
367
PAX Financial Group
Texas
$4.32M +$4.32M +53,422 New
SFI
368
SPC Financial Inc
Maryland
$4.3M +$194K +2,396 +5%
Cerity Partners
369
Cerity Partners
New York
$4.27M +$409K +5,054 +11%
WCM
370
Windham Capital Management
Massachusetts
$4.26M – – –
LNC
371
Lincoln National Corp
Pennsylvania
$4.22M +$11.7K +145 +0.3%
ACM
372
AlphaStar Capital Management
North Carolina
$4.21M +$26.7K +344 +0.6%
Millennium Management
373
Millennium Management
New York
$4.18M -$677K -8,366 -14%
PPW
374
Pinnacle Private Wealth
Massachusetts
$4.13M +$4.13M +51,058 New
LAS
375
Lloyd Advisory Services
Georgia
$4.13M +$3.88M +47,972 +1,565%
13 14
15
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