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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
$1.07B
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
$33.5M
4
RJA
Raymond James & Associates
Florida
$1.89B
5
Morgan Stanley
Morgan Stanley
New York
$1.2B

Top Sellers

1
LPL Financial
LPL Financial
California
$718M
2
Bank of America
Bank of America
North Carolina
$2.34B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$624M
4
CC
Cassaday & Co
Virginia
$1.4M
5
EMPI
Elo Mutual Pension Insurance
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
AJ Wealth Strategies
New York
$58M +$2.51M +36,925 +5%
AWA
52
ARS Wealth Advisors
Florida
$57M -$5.08M -74,814 -8%
AAS
53
Avantax Advisory Services
Texas
$56.8M -$7.42M -109,401 -12%
KAS
54
Kestra Advisory Services
Texas
$56.1M +$6.55M +97,414 +13%
PWP
55
Personal Wealth Partners
Minnesota
$56.1M -$457K -6,727 -0.8%
EWM
56
Executive Wealth Management
Michigan
$55M -$4.38M -64,461 -7%
SPIA
57
Steward Partners Investment Advisory
New York
$55M -$1.12M -16,551 -2%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$55M +$8.99M +132,409 +20%
SEIA
59
Signature Estate & Investment Advisors
California
$54M +$1.68M +24,816 +3%
CAN
60
Cetera Advisor Networks
California
$54M -$8.7M -128,149 -14%
NA
61
Nottingham Advisors
New York
$53.8M -$13.8M -203,519 -20%
MIAN
62
Mariner Independent Advisor Network
Kansas
$53.6M +$2.91M +42,810 +6%
GT
63
Glenmede Trust
Pennsylvania
$53.4M -$5.61M -82,636 -10%
PAS
64
Park Avenue Securities
New York
$52M +$5.55M +81,722 +12%
SP
65
Symmetry Partners
Connecticut
$52M -$9.58M -141,145 -16%
BA
66
BCM Advisors
Louisiana
$49.9M +$933K +13,738 +2%
Stifel Financial
67
Stifel Financial
Missouri
$49.1M -$1.83M -26,953 -4%
GA
68
Gateway Advisory
New Jersey
$49.1M -$54.3M -800,077 -53%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$48.4M -$858K -12,641 -2%
QCM
70
Quest Capital Management
Texas
$47.3M -$408K -6,009 -0.9%
UCFA
71
United Capital Financial Advisors
Texas
$46.5M -$6.74M -99,293 -13%
TVAMP
72
Tennessee Valley Asset Management Partners
Tennessee
$45.8M +$24.6M +362,071 +116%
TC
73
Telemus Capital
Michigan
$45.7M +$609K +8,971 +1%
FT
74
Fiduciary Trust
Massachusetts
$44.9M -$1.85M -27,214 -4%
PPFA
75
Provida Pension Fund Administrator
Chile
$44.8M -$11.3M -175,000 -20%
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