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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 %
GI
526
Glovista Investments
New Jersey
$1.83M -$3.15M -46,360 -63%
LC
527
LCNB Corp
Ohio
$1.83M -$1.04M -15,295 -36%
HC
528
Hoese & Co
Minnesota
$1.83M +$1.83M +27,710 New
MWM
529
Mattern Wealth Management
Kansas
$1.81M -$3.21M -47,231 -64%
STA
530
Summit Trail Advisors
New York
$1.81M -$14.5K -213 -0.8%
PIMG
531
Patriot Investment Management Group
Tennessee
$1.8M -$266K -3,925 -13%
SG
532
StoneX Group
New York
$1.78M -$245K -3,609 -12%
SCM
533
Southport Capital Management
Tennessee
$1.77M -$34.1K -502 -2%
SFP
534
Shepherd Financial Partners
Massachusetts
$1.77M -$39.2K -577 -2%
FMN
535
Financial Management Network
California
$1.77M +$1.77M +25,285 New
BWM
536
BCGM Wealth Management
Indiana
$1.77M +$1.77M +25,951 New
RI
537
Ridgewood Investments
New Jersey
$1.75M – – –
GLA
538
Good Life Advisors
Pennsylvania
$1.75M +$106K +1,554 +6%
LIA
539
LBMC Investment Advisors
Tennessee
$1.74M – – –
EC
540
Estate Counselors
Wisconsin
$1.74M -$1.8M -26,550 -51%
BHWM
541
Bay Harbor Wealth Management
Maryland
$1.74M -$222K -3,264 -11%
FTUS
542
Flow Traders U.S.
New York
$1.73M -$1.98M -29,129 -53%
MIH
543
Meitav Investment House
Israel
$1.71M -$527K -7,803 -24%
BPA
544
Beacon Pointe Advisors
California
$1.71M -$10.9K -161 -0.6%
JFG
545
JMG Financial Group
Illinois
$1.71M – – –
WF
546
Welch & Forbes
Massachusetts
$1.7M – – –
D
547
Diversified
Delaware
$1.68M +$1.68M +26,416 New
PJSIMP
548
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.68M -$172K -2,601 -9%
CAM
549
Concorde Asset Management
Michigan
$1.68M -$1.12M -16,543 -40%
APWM
550
Atlas Private Wealth Management
New York
$1.68M +$679 +10 +0%
20 21
22
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