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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 %
VC
726
Veracity Capital
Georgia
$522K -$19.2K -282 -4%
HCIA
727
Hochman Cole Investment Advisors
Illinois
$516K +$132K +1,944 +34%
State Street
728
State Street
Massachusetts
$514K -$14.9K -219 -3%
BWM
729
Birchcreek Wealth Management
Ohio
$510K +$510K +7,517 New
ACA
730
Anchor Capital Advisors
Massachusetts
$509K – – –
VWA
731
V Wealth Advisors
Kansas
$509K +$509K +7,495 New
GIA
732
Guyasuta Investment Advisors
Pennsylvania
$504K +$504K +7,430 New
OC
733
Oppenheimer & Co
New York
$503K -$1.1M -16,254 -69%
NFP
734
Novak Financial Planning
Maryland
$503K +$503K +7,417 New
JWCA
735
J.W. Coons Advisors
Ohio
$494K +$1.02K +15 +0.2%
LWAC
736
Laurel Wealth Advisors (California)
California
$488K -$121K -1,773 -20%
MCM
737
Mattern Capital Management
Colorado
$482K -$99.8K -1,469 -17%
SLWA
738
San Luis Wealth Advisors
California
$481K +$481K +7,080 New
SWMP
739
Signature Wealth Management Partners
New Jersey
$476K +$476K +7,009 New
BW
740
Bison Wealth
Georgia
$473K -$40K -590 -8%
CWA
741
Capital Wealth Alliance
Arizona
$469K -$34.5K -512 -7%
WC
742
Whitney & Co
New York
$469K +$130K +1,912 +38%
FA
743
FDx Advisors
Illinois
$469K +$469K +6,907 New
AWE
744
Avidian Wealth Enterprises
Texas
$466K +$7.05K +104 +2%
LF
745
LifeSteps Financial
California
$462K +$1.49K +22 +0.3%
DWT
746
Dorsey & Whitney Trust
South Dakota
$442K – – –
DY
747
Dowling & Yahnke
California
$442K – – –
PCA
748
Personal Capital Advisors
California
$440K +$225K +3,319 +105%
AWA
749
Arete Wealth Advisors
Illinois
$437K -$72.6K -1,072 -14%
LF
750
Lantz Financial
Illinois
$434K +$5.84K +86 +1%
28 29
30
31 32