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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

981 hedge funds and large institutions have $19.2B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 253 increasing their positions, 531 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-41
Holders Change %
-4.01%
% of All Funds
17.27%
Holding in Top 10
169
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-19.91%
% of All Funds
2.98%
New
71
Increased
253
Reduced
531
Closed
97
Calls
$22.9M
Puts
$484K
Net Calls
+$22.4M
Net Calls Change
+$3.77M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$116M
2
HI
Horizon Investments
North Carolina
+$91.6M
3
RJA
Raymond James & Associates
Florida
+$88.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
5
AWM
AE Wealth Management
Kansas
+$33.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$584M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$398M
3
S
SignatureFD
Georgia
-$207M
4
Ameriprise
Ameriprise
Minnesota
-$201M
5
LPL Financial
LPL Financial
California
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
726
Foster Group
Iowa
$424K +$424K +6,127 New
EIA
727
Eldridge Investment Advisors
New Hampshire
$423K +$10.4K +150 +3%
CPIA
728
Cornell Pochily Investment Advisors
New York
$420K -$10.4K -150 -2%
CAM
729
Cresset Asset Management
Illinois
$415K -$8.36M -120,798 -95%
CIC
730
Carnegie Investment Counsel
Ohio
$414K -$12.1K -175 -3%
MG
731
Mather Group
Illinois
$413K +$9.89K +143 +2%
AB
732
Atlas Brown
Kentucky
$408K +$103K +1,486 +34%
PL
733
Parthenon LLC
Kentucky
$406K – – –
PGFC
734
Peapack-Gladstone Financial Corp
New Jersey
$403K – – –
SW
735
SlateStone Wealth
Florida
$403K +$1.04K +15 +0.3%
PWW
736
Pettyjohn Wood & White
Virginia
$402K – – –
SP
737
Successful Portfolios
Florida
$398K -$135K -1,951 -25%
SPAS
738
Spectrum Planning & Advisory Services
California
$397K -$729K -10,542 -65%
AWP
739
Ascent Wealth Partners
New York
$396K +$4.29K +62 +1%
PWMG
740
Prestige Wealth Management Group
New Jersey
$395K – – –
MCM
741
Mattern Capital Management
Colorado
$393K -$98K -1,416 -20%
LF
742
Lantz Financial
Illinois
$391K -$51.5K -745 -12%
BHB
743
Bank Hapoalim BM
Israel
$390K -$26.3K -380 -6%
MAG
744
MRA Advisory Group
New Jersey
$389K -$3.16M -45,698 -89%
MWM
745
MorganRosel Wealth Management
Colorado
$389K -$2.77M -40,074 -88%
SWA
746
SFMG Wealth Advisors
Texas
$387K – – –
WSTAM
747
Wilbanks Smith & Thomas Asset Management
Virginia
$386K -$13.3M -192,182 -97%
WSFS
748
Wilmington Savings Fund Society
Delaware
$384K -$8.24K -119 -2%
SA
749
Stewardship Advisors
Pennsylvania
$382K – – –
CC
750
Copperleaf Capital
North Carolina
$378K -$468K -6,771 -55%
28 29
30
31 32