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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 %
Goldman Sachs
376
Goldman Sachs
New York
$4.12M +$4.12M +50,980 New
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.12M +$514K +6,350 +14%
SFS
378
Security Financial Services
Indiana
$4.12M +$4.12M +50,932 New
LWM
379
Lionsbridge Wealth Management
Florida
$4.1M +$67.7K +837 +2%
PG
380
Prostatis Group
Maryland
$4.09M -$1.98M -24,417 -33%
MWM
381
Marietta Wealth Management
Georgia
$4.09M +$16.2K +200 +0.4%
IWP
382
Icon Wealth Partners
Texas
$4.05M +$3.39M +41,843 +511%
CWM
383
Cordatus Wealth Management
Pennsylvania
$4.04M -$93.4K -1,155 -2%
FWA
384
FSC Wealth Advisors
New York
$4.04M +$4.04M +49,929 New
IF
385
Integrity Financial
Wyoming
$4.02M +$4.02M +49,737 New
BA
386
BCM Advisors
Louisiana
$3.97M -$102K -1,344 -3%
HGERS
387
Householder Group Estate & Retirement Specialist
Arizona
$3.94M +$3.94M +48,672 New
KSWA
388
Kathleen S. Wright Associates
Pennsylvania
$3.92M +$3.92M +48,403 New
PWA
389
Physician Wealth Advisors
Utah
$3.88M +$2.26M +28,788 +140%
NL
390
NWAM LLC
Washington
$3.83M +$1.23M +15,236 +47%
BPCE
391
Bank Pictet & Cie (Europe)
Germany
$3.8M – – –
Brown Advisory
392
Brown Advisory
Maryland
$3.79M – – –
MA
393
Mutual Advisors
Nebraska
$3.77M +$530K +6,546 +16%
SI
394
Saxon Interests
Texas
$3.77M +$3.77M +47,938 New
WMS
395
Wealth Management Solutions
Pennsylvania
$3.77M +$3.77M +46,581 New
GM
396
GeoWealth Management
Illinois
$3.72M -$4.17M -51,614 -53%
BFA
397
Beacon Financial Advisory
Ohio
$3.66M +$37.9K +468 +1%
IF
398
IRON Financial
Illinois
$3.65M +$124K +1,535 +4%
CWM
399
Calamos Wealth Management
Illinois
$3.64M – – –
IAN
400
Integrated Advisors Network
Texas
$3.58M -$46.7K -577 -1%
14 15
16
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