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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 %
HPC
426
Hobart Private Capital
North Carolina
$3.38M +$359K +5,290 +12%
OAP
427
One Advisory Partners
Kansas
$3.36M +$72.1K +1,062 +2%
OIM
428
Opus Investment Management
Massachusetts
$3.35M +$25.2K +371 +0.8%
C1AG
429
Client 1st Advisory Group
Florida
$3.3M +$98.2K +1,459 +3%
BA
430
Ballew Advisors
Mississippi
$3.28M -$175K -2,569 -5%
PTC
431
Private Trust Company
Ohio
$3.24M -$508K -7,478 -14%
GIA
432
Goodwin Investment Advisory
Georgia
$3.23M +$3.23M +47,884 New
Daiwa Securities Group
433
Daiwa Securities Group
Japan
$3.22M -$13.6K -200 -0.4%
SAG
434
Spotlight Asset Group
Illinois
$3.19M -$200K -2,941 -6%
BPCE
435
Bank Pictet & Cie (Europe)
Germany
$3.19M – – –
SFI
436
SPC Financial Inc
Maryland
$3.16M +$354K +5,214 +13%
CWA
437
Centennial Wealth Advisory
Michigan
$3.13M +$3.13M +46,163 New
TLFA
438
True Link Financial Advisors
California
$3.11M +$3.11M +45,790 New
MWM
439
MorganRosel Wealth Management
Colorado
$3.1M +$186K +2,738 +6%
FFWA
440
FRG Family Wealth Advisors
Washington
$3.1M -$968K -14,265 -24%
FCA
441
FLC Capital Advisors
California
$3.09M +$111K +1,628 +4%
IC
442
Inscription Capital
Texas
$3.08M – – –
QWM
443
QP Wealth Management
New Jersey
$3.07M -$197K -2,903 -6%
SXL
444
Summit X LLC
Missouri
$3.05M -$973K -14,331 -24%
MWM
445
Marietta Wealth Management
Georgia
$3M +$27.5K +405 +0.9%
Squarepoint
446
Squarepoint
New York
$2.99M -$3.53M -52,043 -54%
CIAS
447
Capital Investment Advisory Services
North Carolina
$2.96M +$1.77M +26,018 +147%
1WA
448
180 Wealth Advisors
Washington
$2.96M -$116K -1,713 -4%
GRP
449
Global Retirement Partners
California
$2.96M -$1.3M -19,086 -30%
LWM
450
Lionsbridge Wealth Management
Florida
$2.95M +$77.2K +1,137 +3%
16 17
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