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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 %
RF
551
Rollins Financial
Georgia
$1.66M +$1.66M +24,478 New
SI
552
Stephens Inc
Arkansas
$1.64M -$537K -7,917 -25%
WQ
553
Wealth Quarterback
New Jersey
$1.56M -$401K -5,905 -20%
UWM
554
Urban Wealth Management
California
$1.56M +$1.56M +22,932 New
APC
555
Aspire Private Capital
North Carolina
$1.55M -$65.8K -969 -4%
Goldman Sachs
556
Goldman Sachs
New York
$1.55M -$3.95M -58,131 -72%
TCA
557
Transcend Capital Advisors
New Jersey
$1.55M -$405K -5,968 -21%
SWM
558
SVA Wealth Management
Wisconsin
$1.55M +$99.8K +1,471 +7%
BCA
559
Biltmore Capital Advisors
New Jersey
$1.54M +$1.28M +18,803 +477%
BCA
560
Bay Colony Advisors
Massachusetts
$1.54M -$8.15K -120 -0.5%
MCIA
561
Mountain Capital Investment Advisors
Colorado
$1.54M +$59.3K +872 +4%
CCFM
562
Clear Creek Financial Management
Washington
$1.52M +$1.52M +22,464 New
CA
563
Claro Advisors
Massachusetts
$1.52M -$16.5K -243 -1%
IP
564
Intellectus Partners
California
$1.5M -$432K -6,368 -22%
BDF
565
Black Diamond Financial
Maryland
$1.48M +$18.5K +272 +1%
WWS
566
Wellington Wealth Strategies
Indiana
$1.48M +$1.48M +18,968 New
CG
567
Caprock Group
Idaho
$1.44M -$246K -3,626 -15%
WFAG
568
Wescott Financial Advisory Group
Pennsylvania
$1.43M +$1.43M +21,033 New
Chevy Chase Trust
569
Chevy Chase Trust
Maryland
$1.42M – – –
BWM
570
BCS Wealth Management
Tennessee
$1.42M +$11.1K +163 +0.8%
FWP
571
Firethorn Wealth Partners
Georgia
$1.41M +$1.41M +20,713 New
JSL
572
JT Stratford LLC
Georgia
$1.4M -$33.3K -490 -2%
CC
573
Cassaday & Co
Virginia
$1.4M -$142M -2,091,839 -99%
SIA
574
Strategic Investment Advisors
Michigan
$1.39M -$1.66M -24,521 -54%
FMWA
575
Forvis Mazars Wealth Advisors
Missouri
$1.39M -$524K -7,710 -27%
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