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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 %
PFA
701
Pinnacle Family Advisors
Missouri
$632K +$124K +1,822 +24%
TFA
702
Trinity Financial Advisors
Ohio
$622K +$622K +9,165 New
FCI
703
Financial Counselors Inc
Kansas
$618K -$66.3K -976 -10%
CCG
704
Cypress Capital Group
Florida
$613K -$1.02K -15 -0.2%
SWM
705
SigFig Wealth Management
California
$608K +$171K +2,526 +39%
IWA
706
Intercontinental Wealth Advisors
Texas
$606K – – –
GG
707
Golden Green
South Carolina
$603K +$603K +8,886 New
CA
708
Corrado Advisors
New Jersey
$600K -$10.5K -155 -2%
LA
709
LexAurum Advisors
Kansas
$596K +$77.9K +1,147 +15%
B
710
Bridgeworth
Alabama
$594K -$170K -2,505 -22%
IF
711
Intrua Financial
Texas
$589K -$77.2K -1,138 -12%
Koshinski Asset Management
712
Koshinski Asset Management
Illinois
$584K -$11.9K -176 -2%
FG
713
Fiduciary Group
Georgia
$583K – – –
PP
714
Patten & Patten
Tennessee
$581K +$78K +1,150 +16%
SFPG
715
Stonebridge Financial Planning Group
Florida
$574K -$67.8K -998 -11%
CCA
716
Clearwater Capital Advisors
Illinois
$572K +$17.7K +260 +3%
WP
717
WealthPLAN Partners
Nebraska
$569K -$497K -7,374 -47%
HCM
718
Howard Capital Management
Georgia
$568K +$165K +2,434 +41%
PCG
719
Private Capital Group
Connecticut
$549K +$102K +1,508 +23%
AIA
720
AIMZ Investment Advisors
California
$545K – – –
HB
721
Homrich & Berg
Georgia
$538K +$247K +3,647 +85%
SWM
722
SeaCrest Wealth Management
New York
$537K – – –
ECML
723
Eagle Capital Management (Louisiana)
Louisiana
$535K +$1.77K +26 +0.3%
PS
724
Portfolio Strategies
New York
$527K -$8.14K -120 -2%
SP
725
Successful Portfolios
Florida
$523K -$8.42K -124 -2%
27 28
29
30 31