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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
$1.07B
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
$33.5M
4
RJA
Raymond James & Associates
Florida
$1.89B
5
Morgan Stanley
Morgan Stanley
New York
$1.2B

Top Sellers

1
LPL Financial
LPL Financial
California
$718M
2
Bank of America
Bank of America
North Carolina
$2.34B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$624M
4
CC
Cassaday & Co
Virginia
$1.4M
5
EMPI
Elo Mutual Pension Insurance
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$135M – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$130M -$792K -11,669 -0.6%
SAM
28
Securian Asset Management
Minnesota
$122M -$7.43M -109,450 -6%
MML Investors Services
29
MML Investors Services
Massachusetts
$119M -$2.36M -34,789 -2%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$117M +$6.75M +99,400 +6%
SIRP
31
Shelter Insurance Retirement Plan
Missouri
$112M -$2.32M -34,200 -2%
FI
32
FormulaFolio Investments
Michigan
$108M +$108M +1,583,887 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$104M -$634K -9,343 -0.6%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$100M +$6.47M +95,332 +7%
Truist Financial
35
Truist Financial
North Carolina
$98.9M +$9.62M +141,688 +11%
CPO
36
Cerity Partners OCIO
New York
$97.9M +$3.12M +46,003 +3%
Two Sigma Investments
37
Two Sigma Investments
New York
$96.1M -$27.6M -406,100 -22%
KeyBank National Association
38
KeyBank National Association
Ohio
$91.9M -$48M -707,740 -34%
AWMS
39
Advocacy Wealth Management Services
Georgia
$89.5M +$4.68M +68,928 +6%
GHA
40
GW Henssler & Associates
Georgia
$88.2M +$1.78M +26,235 +2%
PAG
41
Private Advisor Group
New Jersey
$87.3M -$14.3M -211,253 -14%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$86M +$67.6K +996 +0.1%
PI
43
PFS Investments
Georgia
$85.7M -$4.72M -69,344 -5%
LFA
44
Legacy Financial Advisors
Kentucky
$84.1M -$27.4M -402,981 -25%
AssetMark Inc
45
AssetMark Inc
California
$81.4M +$7.49M +110,342 +10%
GW
46
GW & Wade
Massachusetts
$78.7M -$2.02M -29,768 -3%
SAS
47
Sanford Advisory Services
Michigan
$78M +$78M +1,149,482 New
AllianceBernstein
48
AllianceBernstein
Tennessee
$77.7M +$815K +12,004 +1%
JIC
49
Johnson Investment Counsel
Ohio
$71.4M +$4.96M +73,007 +7%
FA
50
Financial Advisors
Massachusetts
$62M +$2.09M +30,726 +3%
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