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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 %
MAM
376
MMA Asset Management
Pennsylvania
$4.3M +$4.3M +63,290 New
BFA
377
Beacon Financial Advisory
Ohio
$4.28M +$1.61M +23,770 +61%
BS
378
Banco Santander
Spain
$4.24M +$36.2K +534 +0.9%
KWM
379
Kingsview Wealth Management
Oregon
$4.21M -$547K -8,054 -11%
CA
380
Calton & Associates
Florida
$4.19M -$90.6K -1,334 -2%
DADC
381
D.A. Davidson & Co
Montana
$4.18M +$57.1K +841 +1%
GVAG
382
Great Valley Advisor Group
Delaware
$4.12M -$541K -7,975 -12%
NL
383
NWAM LLC
Washington
$4.11M +$1.84M +27,074 +81%
APWA
384
Atlas Private Wealth Advisors
New Jersey
$4.08M +$227K +3,346 +6%
NFG
385
Next Financial Group
Texas
$4.06M -$330K -4,860 -8%
DWM
386
Defined Wealth Management
Oregon
$4.03M +$4.03M +59,399 New
WWM
387
WT Wealth Management
Arizona
$4.02M -$2.65M -38,998 -40%
MAFM
388
Mid Atlantic Financial Management
Pennsylvania
$4.01M -$348K -5,133 -8%
WCG
389
Wall Capital Group
Arizona
$3.99M +$194K +2,863 +5%
EFS
390
Essex Financial Services
Connecticut
$3.99M +$32.2K +475 +0.8%
DMC
391
Drexel Morgan & Co
Pennsylvania
$3.98M -$334K -4,923 -8%
MCM
392
MAI Capital Management
Ohio
$3.98M +$3.98M +58,615 New
BSAM
393
Blue Square Asset Management
New York
$3.97M +$1.01M +14,935 +34%
SAM
394
Stringer Asset Management
Tennessee
$3.94M -$17.2K -254 -0.4%
VC
395
Vicus Capital
Pennsylvania
$3.93M -$422K -6,214 -10%
CAG
396
Curtis Advisory Group
California
$3.92M +$39.4K +580 +1%
FHC
397
First Heartland Consultants
Missouri
$3.88M +$239K +3,527 +7%
CNB
398
Camden National Bank
Maine
$3.83M -$207K -3,044 -5%
SB
399
Strategic Blueprint
Georgia
$3.81M +$441K +6,504 +13%
AWM
400
Alterna Wealth Management
Texas
$3.8M -$4.07K -60 -0.1%
14 15
16
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