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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 %
PCIG
401
Partners Capital Investment Group
Massachusetts
$3.76M +$17.1K +252 +0.5%
PA
402
PSI Advisors
Florida
$3.75M +$541K +7,967 +17%
SW
403
StrongBox Wealth
Missouri
$3.74M -$296K -4,360 -7%
CLOS
404
Compagnie Lombard Odier SCmA
Switzerland
$3.73M – – –
PWMAG
405
Pinnacle Wealth Management Advisory Group
New Jersey
$3.72M -$231K -3,400 -6%
CWP
406
CFM Wealth Partners
Texas
$3.72M +$94.7K +1,395 +3%
BOPW
407
Brandywine Oak Private Wealth
Pennsylvania
$3.71M -$30.8K -454 -0.8%
FPS
408
Fieldpoint Private Securities
Connecticut
$3.69M -$372K -5,482 -9%
ACM
409
AlphaStar Capital Management
North Carolina
$3.68M +$664K +9,865 +22%
GAM
410
Geier Asset Management
Maryland
$3.67M +$3.67M +55,728 New
AFS
411
Access Financial Services
Minnesota
$3.66M -$2.74M -40,423 -43%
MSAM
412
Moloney Securities Asset Management
Missouri
$3.62M +$5.09K +75 +0.1%
TSA
413
Tri-Star Advisors
Texas
$3.62M +$973K +14,301 +37%
CWM
414
Cordatus Wealth Management
Pennsylvania
$3.6M -$144K -2,125 -4%
MWM
415
Minot Wealth Management
Massachusetts
$3.58M -$48.5K -715 -1%
WCM
416
Windham Capital Management
Massachusetts
$3.58M – – –
GM
417
GeoWealth Management
Illinois
$3.58M -$261K -3,840 -7%
IAN
418
Integrated Advisors Network
Texas
$3.5M +$2.12M +31,278 +155%
TFA
419
Tranquilli Financial Advisor
New Jersey
$3.49M +$3.49M +51,378 New
MAG
420
MRA Advisory Group
New Jersey
$3.48M +$3.48M +51,327 New
DWM
421
Dakota Wealth Management
Florida
$3.47M -$3.03M -44,638 -47%
TCM
422
Tuttle Capital Management
Connecticut
$3.47M -$34.6K -510 -1%
FFWM
423
Future Financial Wealth Management
Ohio
$3.46M +$3.46M +51,006 New
FIA
424
Foundations Investment Advisors
Arizona
$3.42M +$872K +12,750 +34%
PWM
425
Perigon Wealth Management
California
$3.4M +$468K +6,887 +16%
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17
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