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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 %
DACG
601
Donor Advised Charitable Giving
California
$1.22M -$1.04M -15,266 -46%
RCM
602
Rain Capital Management
Oregon
$1.22M -$14.7M -216,508 -92%
NEIRG
603
New England Investment & Retirement Group
Massachusetts
$1.21M -$14.9M -219,526 -93%
FPCP
604
Fort Point Capital Partners
California
$1.21M -$79K -1,163 -6%
PCM
605
Parsons Capital Management
Rhode Island
$1.16M -$196K -2,882 -14%
JCM
606
Jacobi Capital Management
Pennsylvania
$1.16M -$16.1K -237 -1%
DAS
607
Dynamic Advisor Solutions
Arizona
$1.14M -$410K -6,038 -26%
IFG
608
Investors Financial Group
Minnesota
$1.13M -$116K -1,705 -9%
WAS
609
Wealth Advisory Solutions
Indiana
$1.12M -$9.5M -109,646 -89%
TGAM
610
TBH Global Asset Management
Tennessee
$1.11M -$71.3K -1,050 -6%
HF
611
HRT Financial
New York
$1.11M -$5.76M -84,938 -84%
SPAS
612
Spectrum Planning & Advisory Services
California
$1.11M +$1.11M +16,286 New
RB
613
Renasant Bank
Mississippi
$1.11M +$1.11M +16,295 New
ECA
614
Elevated Capital Advisors
Utah
$1.08M -$55.3K -815 -5%
CFO
615
Collective Family Office
Pennsylvania
$1.08M +$1.08M +15,888 New
FBFS
616
First Business Financial Services
Wisconsin
$1.08M -$47.3M -696,339 -98%
SL
617
SWMG LLC
Texas
$1.08M +$1.08M +16,128 New
VAG
618
VisionPoint Advisory Group
Texas
$1.07M -$1.02M -15,026 -49%
MP
619
McDonald Partners
Ohio
$1.05M +$1.05M +15,472 New
GDP
620
Great Diamond Partners
Maine
$1.04M +$105K +1,546 +11%
T
621
TRUADVICE
Florida
$1.02M -$506K -7,585 -33%
SS
622
Sunbelt Securities
Texas
$1.02M -$284K -4,185 -22%
PWG
623
Private Wealth Group
Florida
$1.01M +$288K +4,237 +40%
JBA
624
Johnson Bixby & Associates
Washington
$996K +$996K +14,667 New
WT
625
Whittier Trust
California
$978K +$200K +2,949 +26%
23 24
25
26 27