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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

898 hedge funds and large institutions have $22.7B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 353 increasing their positions, 356 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
18.17%
Holding in Top 10
210
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.11%
% of All Funds
4.25%
New
70
Increased
353
Reduced
356
Closed
64
Calls
$22.7M
Puts
$5.86M
Net Calls
+$16.8M
Net Calls Change
-$3.57M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$91.8M
2
HI
Horizon Investments
North Carolina
+$90.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$86.1M
4
PI
PFS Investments
Georgia
+$57.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$53.3M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$250M
2
Wells Fargo
Wells Fargo
California
-$238M
3
Bank of America
Bank of America
North Carolina
-$134M
4
KeyBank National Association
KeyBank National Association
Ohio
-$118M
5
PPFA
Provida Pension Fund Administrator
Chile
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
501
Transcend Capital Advisors
New Jersey
$1.84M +$1.84M +28,839 New
IP
502
Intellectus Partners
California
$1.81M -$2.3M -36,111 -56%
WP
503
WealthShield Partners
North Carolina
$1.8M -$1.62M -25,420 -47%
FMWA
504
Forvis Mazars Wealth Advisors
Missouri
$1.8M -$284K -4,460 -14%
PJSIMP
505
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.78M +$264K +4,144 +17%
STA
506
Summit Trail Advisors
New York
$1.78M -$17.2K -260 -1%
SFWC
507
Strategic Family Wealth Counselors
New Jersey
$1.77M +$38.6K +605 +2%
RI
508
Ridgewood Investments
New Jersey
$1.75M -$51.8K -813 -3%
WQ
509
Wealth Quarterback
New Jersey
$1.75M – – –
LWM
510
Liberty Wealth Management
California
$1.75M +$315K +4,946 +22%
SFP
511
Shepherd Financial Partners
Massachusetts
$1.7M -$1.57M -24,623 -48%
SCM
512
Southport Capital Management
Tennessee
$1.7M – – –
PFGIA
513
Patriot Financial Group Insurance Agency
Massachusetts
$1.69M +$122K +1,907 +8%
UIA
514
UBP Investment Advisors
Switzerland
$1.67M – – –
RICHC
515
Renaissance Investment Consultants Holding Company
Pennsylvania
$1.67M -$162K -2,494 -9%
FCIM
516
Fairview Capital Investment Management
California
$1.66M +$282K +4,425 +21%
Bessemer Group
517
Bessemer Group
New Jersey
$1.64M -$11.5M -181,104 -88%
CIBC World Market
518
CIBC World Market
Ontario, Canada
$1.64M -$290K -4,556 -15%
LIA
519
LBMC Investment Advisors
Tennessee
$1.64M +$1.64M +25,682 New
TW
520
TrinityPoint Wealth
Connecticut
$1.63M +$83.7K +1,314 +5%
BPA
521
Beacon Pointe Advisors
California
$1.62M +$130K +2,047 +9%
EP
522
Eudaimonia Partners
Tennessee
$1.62M +$862K +13,527 +114%
JFG
523
JMG Financial Group
Illinois
$1.61M – – –
WF
524
Welch & Forbes
Massachusetts
$1.59M – – –
PPA
525
Parametric Portfolio Associates
Washington
$1.59M +$955K +14,988 +151%
19 20
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