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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

981 hedge funds and large institutions have $19.2B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 253 increasing their positions, 531 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-41
Holders Change %
-4.01%
% of All Funds
17.27%
Holding in Top 10
169
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-19.91%
% of All Funds
2.98%
New
71
Increased
253
Reduced
531
Closed
97
Calls
$22.9M
Puts
$484K
Net Calls
+$22.4M
Net Calls Change
+$3.77M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$116M
2
HI
Horizon Investments
North Carolina
+$91.6M
3
RJA
Raymond James & Associates
Florida
+$88.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
5
AWM
AE Wealth Management
Kansas
+$33.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$584M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$398M
3
S
SignatureFD
Georgia
-$207M
4
Ameriprise
Ameriprise
Minnesota
-$201M
5
LPL Financial
LPL Financial
California
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
476
JMG Financial Group
Illinois
$1.84M +$93.2K +1,347 +5%
AF
477
Advisornet Financial
Minnesota
$1.83M -$849K -12,265 -32%
BWM
478
BCGM Wealth Management
Indiana
$1.83M -$46.9K -649 -3%
FFG
479
Ford Financial Group
California
$1.8M -$4.03M -58,197 -69%
WAP
480
Wealthcare Advisory Partners
Pennsylvania
$1.8M -$714K -10,321 -28%
Bank of Nova Scotia
481
Bank of Nova Scotia
Ontario, Canada
$1.79M -$473K -6,843 -21%
APWM
482
Atlas Private Wealth Management
New York
$1.79M +$80.7K +1,167 +5%
LIA
483
LBMC Investment Advisors
Tennessee
$1.78M – – –
D
484
Diversified
Delaware
$1.77M -$59.4K -859 -3%
SVWAG
485
Sound View Wealth Advisors Group
Georgia
$1.76M -$592K -8,554 -25%
CIBC World Market
486
CIBC World Market
Ontario, Canada
$1.75M -$589K -8,510 -25%
LC
487
LCNB Corp
Ohio
$1.75M -$116K -1,683 -6%
MWM
488
Mattern Wealth Management
Kansas
$1.75M -$95.1K -1,375 -5%
HPC
489
Hobart Private Capital
North Carolina
$1.75M -$1.7M -24,537 -49%
SI
490
Stephens Inc
Arkansas
$1.75M +$73.2K +1,058 +4%
STA
491
Summit Trail Advisors
New York
$1.74M -$102K -1,480 -6%
WF
492
Welch & Forbes
Massachusetts
$1.73M – – –
RA
493
RFG Advisory
Alabama
$1.71M -$1.08M -15,634 -39%
EC
494
Estate Counselors
Wisconsin
$1.67M -$104K -1,500 -6%
SW
495
SteelPeak Wealth
California
$1.66M -$3.81M -55,008 -70%
PCA
496
Pallas Capital Advisors
Massachusetts
$1.66M +$1.66M +22,735 New
FMN
497
Financial Management Network
California
$1.66M -$173K -2,389 -9%
ISB
498
Iowa State Bank
Iowa
$1.66M +$366K +5,289 +28%
MWP
499
Meridian Wealth Partners
Pennsylvania
$1.65M -$8.55M -123,537 -84%
SMG
500
Spectrum Management Group
Indiana
$1.65M -$1.11M -15,979 -40%
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