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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 %
SAM
476
Silvercrest Asset Management
New York
$2.54M -$9.08M -133,643 -78%
HGWM
477
Horst & Graben Wealth Management
Oregon
$2.53M +$518K +7,630 +26%
CI
478
Cavalier Investments
Georgia
$2.51M -$3.45M -50,793 -58%
STB
479
S&T Bank
Pennsylvania
$2.49M -$53.8K -793 -2%
WBG
480
Wharton Business Group
Pennsylvania
$2.48M +$2.48M +36,529 New
DE
481
Day & Ennis
Georgia
$2.48M +$136K +2,003 +6%
CWM
482
Cedar Wealth Management
California
$2.47M -$2.85M -41,957 -54%
WAP
483
Wealthcare Advisory Partners
Pennsylvania
$2.46M -$79.5K -1,171 -3%
HCM
484
Hengehold Capital Management
Ohio
$2.43M -$16.3M -240,358 -87%
FA
485
Forefront Analytics
Pennsylvania
$2.42M +$65K +956 +3%
Principal Financial Group
486
Principal Financial Group
Iowa
$2.42M +$226K +3,329 +10%
FTS
487
Fifth Third Securities
Ohio
$2.42M +$156K +2,295 +7%
KA
488
Kovack Advisors
Florida
$2.41M -$2.16M -31,828 -47%
FC
489
Ferris Capital
Massachusetts
$2.4M -$600K -8,844 -20%
MFW
490
Mosaic Family Wealth
Missouri
$2.4M +$171K +2,524 +8%
BFG
491
Berger Financial Group
Minnesota
$2.4M +$2.4M +35,315 New
WWA
492
WC Walker & Associates
California
$2.38M +$2.38M +35,524 New
FF
493
Friedenthal Financial
New Jersey
$2.33M -$1.21M -18,023 -34%
SWM
494
Sugarloaf Wealth Management
Georgia
$2.33M -$52.2K -769 -2%
APW
495
Austin Private Wealth
Texas
$2.33M +$639K +9,419 +38%
SVWAG
496
Sound View Wealth Advisors Group
Georgia
$2.31M -$91.5K -1,348 -4%
PWA
497
Physician Wealth Advisors
Utah
$2.31M -$3.33M -49,046 -59%
CIBC World Market
498
CIBC World Market
Ontario, Canada
$2.3M +$551K +8,110 +31%
OWA
499
Outlook Wealth Advisors
Texas
$2.3M -$9.89M -145,640 -81%
WF
500
Williams Financial
Vermont
$2.29M +$2.29M +33,728 New
18 19
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