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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 %
CWA
501
Clearview Wealth Advisors
Oregon
$2.28M +$2.28M +33,570 New
OCM
502
Orion Capital Management
California
$2.28M +$2.28M +33,533 New
AC
503
Apella Capital
Connecticut
$2.26M +$185K +2,725 +9%
TFS
504
Thoroughbred Financial Services
Tennessee
$2.24M +$64.5K +950 +3%
Bank of Nova Scotia
505
Bank of Nova Scotia
Ontario, Canada
$2.21M +$38.5K +572 +2%
MCA
506
Magnolia Capital Advisors
Mississippi
$2.16M -$4.34M -64,013 -67%
PD
507
Planning Directions
Pennsylvania
$2.15M -$3.26K -48 -0.2%
BFS
508
Bickling Financial Services
Massachusetts
$2.12M +$2.12M +31,198 New
LFF
509
Level Four Financial
Texas
$2.12M +$2.12M +31,163 New
FA
510
FMA Advisory
Pennsylvania
$2.09M -$115K -1,688 -5%
RFN
511
RDA Financial Network
Iowa
$2.05M -$89.8K -1,323 -4%
HFA
512
Hoover Financial Advisors
Pennsylvania
$2.05M -$248K -3,689 -11%
PWAC
513
Private Wealth Advisors (California)
California
$2.03M +$76.5K +1,131 +4%
SF
514
Synovus Financial
Georgia
$2.03M -$257K -3,787 -11%
CSPIA
515
Cary Street Partners Investment Advisory
Virginia
$2M -$200K -2,946 -9%
Northern Trust
516
Northern Trust
Illinois
$1.99M -$1.52M -22,415 -43%
LC
517
Lubar & Co
Wisconsin
$1.98M – – –
ACA
518
Aptus Capital Advisors
Alabama
$1.98M +$16K +236 +0.8%
SF
519
Symphony Financial
Texas
$1.94M -$707K -10,566 -27%
TA
520
TrueWealth Advisors
Alabama
$1.92M +$1.92M +28,152 New
PFGIA
521
Patriot Financial Group Insurance Agency
Massachusetts
$1.91M +$107K +1,575 +6%
PPA
522
Parametric Portfolio Associates
Washington
$1.9M +$210K +3,089 +12%
SFWC
523
Strategic Family Wealth Counselors
New Jersey
$1.89M +$543 +8 +0%
VWM
524
Vigilare Wealth Management
Arizona
$1.84M -$356K -5,248 -16%
CC
525
Courier Capital
New York
$1.84M -$156K -2,304 -8%
19 20
21
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