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iShares MSCI USA Min Vol Factor ETF
USMV

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 %
TFGT
651
TS Financial Group (TSFG)
Illinois
$872K -$68K -1,001 -7%
PBF
652
Petix & Botte Financial
California
$870K +$26.1K +385 +3%
PIA
653
Perennial Investment Advisors
California
$863K -$2.19M -32,345 -72%
EP
654
Eudaimonia Partners
Tennessee
$863K -$863K -12,716 -50%
6M
655
6 Meridian
Kansas
$854K +$10.9K +160 +1%
VWM
656
Venturi Wealth Management
Texas
$850K +$32.5K +479 +4%
CC
657
Copperleaf Capital
North Carolina
$831K -$382K -5,628 -31%
CCFCSB
658
Cape Cod Five Cents Savings Bank
Massachusetts
$828K – – –
IC
659
IEQ Capital
California
$824K +$3.73K +55 +0.5%
FCIM
660
Fairview Capital Investment Management
California
$823K -$942K -13,875 -53%
WAG
661
Winthrop Advisory Group
Massachusetts
$823K +$21.1K +311 +3%
FNT
662
First National Trust
Pennsylvania
$822K +$29.8K +439 +4%
RSWM
663
Robertson Stephens Wealth Management
California
$805K -$108K -1,599 -12%
LC
664
Lincoln Capital
Nebraska
$800K +$39.9K +588 +5%
MC
665
Moors & Cabot
Massachusetts
$796K +$816 +12 +0.1%
APW
666
Aurora Private Wealth
New Jersey
$791K – – –
WMA
667
Wealth Management Associates
New Jersey
$785K -$33.2K -489 -4%
SBL
668
Sargent Bickham Lagudis
Colorado
$783K -$32.6K -481 -4%
BFA
669
Beaumont Financial Advisors
Massachusetts
$782K -$6.8M -100,142 -90%
TP
670
Tranquility Partners
Tennessee
$778K -$26.5K -390 -3%
MPCG
671
Matrix Private Capital Group
New York
$774K – – –
LWP
672
Lumature Wealth Partners
Georgia
$774K +$774K +11,398 New
ISG
673
Investment Security Group
Colorado
$764K – – –
ATFA
674
All Terrain Financial Advisors
Minnesota
$764K +$764K +11,250 New
FLPIM
675
F.L. Putnam Investment Management
Massachusetts
$760K -$150K -2,213 -16%
25 26
27
28 29