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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 %
JCM
676
Janney Capital Management
Pennsylvania
$760K +$7.54K +111 +1%
CRWM
677
Castle Rock Wealth Management
California
$759K +$759K +11,205 New
CPSC
678
Carl P. Sherr & Co
Massachusetts
$755K -$184K -2,704 -20%
IFWM
679
Institute for Wealth Management
Colorado
$749K -$51K -751 -6%
BWA
680
BDO Wealth Advisors
Florida
$749K -$4.41K -65 -0.6%
EA
681
Emerald Advisors
Washington
$737K -$99.4K -1,465 -12%
CTI
682
Community Trust & Investment
Kentucky
$737K +$341K +5,028 +86%
TF
683
TIAA FSB
Florida
$724K +$724K +10,664 New
MFW
684
Meristem Family Wealth
Minnesota
$718K – – –
EFG
685
Everhart Financial Group
Ohio
$716K +$716K +10,545 New
SFG
686
Sowa Financial Group
Rhode Island
$712K -$162K -2,387 -19%
AIFAIM
687
American Institute for Advanced Investment Management
Arizona
$700K -$181K -2,660 -21%
FA
688
Fountainhead AM
New Jersey
$697K +$697K +10,262 New
SFSIG
689
San Francisco Sentry Investment Group
California
$690K -$7.4K -109 -1%
TAM
690
Townsend Asset Management
North Carolina
$682K -$21.4K -316 -3%
PG
691
Patten Group
Tennessee
$675K -$41.4K -610 -6%
TFA
692
Teamwork Financial Advisors
Texas
$673K -$18.9K -279 -3%
VC
693
Veery Capital
Delaware
$669K +$669K +9,854 New
PP
694
PDS Planning
Ohio
$668K -$2.11K -31 -0.3%
WA
695
WBH Advisory
Maryland
$659K -$25.3K -371 -4%
FF
696
FourThought Financial
Florida
$657K +$657K +9,690 New
EAMA
697
EFG Asset Management (Americas)
Florida
$653K -$723K -10,649 -53%
EGA
698
E&G Advisors
Texas
$637K -$17K -250 -3%
BF
699
BOK Financial
Oklahoma
$634K -$55.2K -813 -8%
FFBTD
700
First Financial Bank - Trust Division
Ohio
$633K -$11.7K -172 -2%
26 27
28
29 30