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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 %
RBFC
526
Roman Butler Fullerton & Co
Missouri
$1.36M -$2.23K -31 -0.2%
AWM
527
Aries Wealth Management
Maine
$1.35M +$8.1K +114 +0.6%
BCA
528
Bay Colony Advisors
Massachusetts
$1.35M -$222K -3,204 -14%
SG
529
StoneX Group
New York
$1.34M -$477K -6,894 -26%
FPS
530
Fieldpoint Private Securities
Connecticut
$1.33M -$2.43M -35,158 -65%
DP
531
Denver PWM
Colorado
$1.32M +$430K +6,747 +48%
MHS
532
M Holdings Securities
Oregon
$1.32M -$23.8K -344 -2%
CWM
533
CCG Wealth Management
California
$1.31M -$6.09K -88 -0.5%
STB
534
S&T Bank
Pennsylvania
$1.3M -$1.24M -17,884 -49%
GLLW
535
Graves Light Lenhart Wealth
Virginia
$1.3M – – –
CAM
536
Concorde Asset Management
Michigan
$1.29M -$420K -6,071 -25%
GI
537
Glovista Investments
New Jersey
$1.29M -$582K -8,420 -31%
SFG
538
StrategIQ Financial Group
Indiana
$1.28M +$1.11K +16 +0.1%
OBWP
539
O'Brien Wealth Partners
Massachusetts
$1.27M +$1.41K +20 +0.1%
APW
540
Austin Private Wealth
Texas
$1.25M -$1.12M -16,195 -47%
HWMA
541
Heritage Wealth Management (Arizona)
Arizona
$1.24M +$1.24M +17,974 New
CWM
542
Centric Wealth Management
Illinois
$1.23M -$72.5K -1,048 -6%
HGWM
543
Horst & Graben Wealth Management
Oregon
$1.22M -$1.35M -19,580 -53%
LWM
544
Liberty Wealth Management
California
$1.22M – – –
IP
545
Intellectus Partners
California
$1.22M -$311K -4,500 -20%
DACG
546
Donor Advised Charitable Giving
California
$1.2M -$40.9K -591 -3%
GLA
547
Good Life Advisors
Pennsylvania
$1.2M -$586K -8,467 -33%
PFGIA
548
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M -$750K -10,845 -39%
SL
549
SWMG LLC
Texas
$1.19M +$75.8K +1,095 +7%
NR
550
Newfound Research
Massachusetts
$1.19M +$1.19M +17,230 New
20 21
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