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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 %
GSWM
626
Golden State Wealth Management
California
$973K +$92.1K +1,356 +10%
TI
627
tru Independence
Oregon
$963K +$963K +14,193 New
EWA
628
EP Wealth Advisors
California
$961K +$67.1K +988 +8%
WWM
629
WJ Wealth Management
Arizona
$948K -$134K -1,975 -12%
OIA
630
OneDigital Investment Advisors
Kansas
$947K -$61.1K -900 -6%
RW
631
Rede Wealth
Virginia
$946K +$946K +13,933 New
VAS
632
Vestmark Advisory Solutions
Massachusetts
$943K +$48.4K +713 +5%
RCA
633
Rowland Carmichael Advisors
Arizona
$940K +$19K +280 +2%
DP
634
Denver PWM
Colorado
$937K -$451K -6,747 -33%
HSA
635
HBK Sorce Advisory
Pennsylvania
$937K +$244K +3,594 +35%
KWM
636
Keebeck Wealth Management
Illinois
$930K +$377K +5,551 +68%
OPS
637
Orion Portfolio Solutions
Nebraska
$918K +$59.7K +879 +7%
Jane Street
638
Jane Street
New York
$911K -$2.65M -39,022 -74%
CIBC Private Wealth Group
639
CIBC Private Wealth Group
Georgia
$911K -$56.6K -835 -6%
PWM
640
Provident Wealth Management
Tennessee
$905K -$7.78M -114,651 -90%
GFS
641
GYL Financial Synergies
Connecticut
$904K -$26.3K -388 -3%
RWA
642
Ropes Wealth Advisors
Massachusetts
$903K -$8.83K -130 -1%
SYBT
643
Stock Yards Bank & Trust
Kentucky
$903K – – –
COCM
644
Charter Oak Capital Management
New Hampshire
$899K +$899K +13,247 New
GWM
645
Greenwich Wealth Management
Connecticut
$886K -$79.1K -1,166 -8%
BWG
646
Beta Wealth Group
California
$886K +$886K +13,046 New
NNP
647
Nachman Norwood & Parrott
South Carolina
$882K +$85.4K +1,258 +11%
DA
648
Detalus Advisors
Missouri
$876K -$9.98K -147 -1%
RA
649
Riversedge Advisors
Delaware
$873K +$78.8K +1,161 +10%
LCP
650
Legacy Capital Partners
Wisconsin
$872K -$489K -7,203 -36%
24 25
26
27 28