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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 %
CFAM
576
Center For Asset Management
Florida
$1.38M +$1.38M +20,326 New
UIA
577
UBP Investment Advisors
Switzerland
$1.37M -$407K -6,000 -23%
SWA
578
Stratos Wealth Advisors
Ohio
$1.36M -$231K -3,403 -15%
CCM
579
Crabel Capital Management
California
$1.35M +$1.35M +19,826 New
BEI
580
Benjamin Edwards Inc
Missouri
$1.34M +$27.9K +411 +2%
SEP
581
Southland Equity Partners
Missouri
$1.32M +$1.32M +19,485 New
TF
582
Trek Financial
Arizona
$1.32M +$54.5K +803 +4%
MHS
583
M Holdings Securities
Oregon
$1.32M +$56.2K +828 +4%
EA
584
Efficient Advisors
Ohio
$1.3M -$62.7K -924 -5%
PPP
585
Private Portfolio Partners
New Jersey
$1.3M +$31.2K +460 +2%
MYIA
586
Mount Yale Investment Advisors
Colorado
$1.3M +$300K +4,418 +30%
PWS
587
Paragon Wealth Strategies
Florida
$1.3M +$1.3M +19,123 New
AWM
588
Aries Wealth Management
Maine
$1.29M +$5.81K +85 +0.5%
EL
589
EQ LLC
Washington
$1.29M +$1.29M +19,015 New
RBFC
590
Roman Butler Fullerton & Co
Missouri
$1.29M -$33.4K -492 -3%
CWM
591
CCG Wealth Management
California
$1.29M -$815 -12 -0.1%
CWM
592
Centric Wealth Management
Illinois
$1.28M -$250K -3,690 -16%
NWS
593
Newport Wealth Strategies
California
$1.28M – – –
4WM
594
4J Wealth Management
Virginia
$1.28M +$1.28M +18,813 New
GLLW
595
Graves Light Lenhart Wealth
Virginia
$1.28M +$4.41K +65 +0.3%
ISB
596
Iowa State Bank
Iowa
$1.27M +$363K +5,354 +40%
SFG
597
StrategIQ Financial Group
Indiana
$1.26M +$14.7K +217 +1%
FLI
598
Family Legacy Inc
South Carolina
$1.24M -$15.7K -231 -1%
OBWP
599
O'Brien Wealth Partners
Massachusetts
$1.23M +$1.5K +22 +0.1%
LWM
600
Liberty Wealth Management
California
$1.22M -$605K -9,088 -33%
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