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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 %
OFG
751
Oxford Financial Group
Indiana
$430K +$1.09K +16 +0.3%
IBOK
752
Independence Bank of Kentucky
Kentucky
$427K – – –
BMCM
753
Burns Matteson Capital Management
New York
$423K +$423K +6,228 New
CPIA
754
Cornell Pochily Investment Advisors
New York
$422K -$8.89K -131 -2%
RCM
755
Radnor Capital Management
Pennsylvania
$422K – – –
CA
756
CGN Advisors
Kansas
$422K +$422K +6,222 New
HW
757
Hamilton Wealth
California
$421K -$329K -4,848 -44%
RG
758
Retirement Group
California
$420K -$864K -12,737 -67%
CIC
759
Carnegie Investment Counsel
Ohio
$417K – – –
AMCA
760
Arthur M. Cohen & Associates
Illinois
$413K +$1.83K +27 +0.4%
BHB
761
Bank Hapoalim BM
Israel
$409K +$2.92K +43 +0.7%
RFC
762
Regions Financial Corp
Alabama
$405K -$83.2K -1,226 -17%
EIA
763
Eldridge Investment Advisors
New Hampshire
$405K -$22.1K -325 -5%
PL
764
Parthenon LLC
Kentucky
$399K – – –
PGFC
765
Peapack-Gladstone Financial Corp
New Jersey
$396K – – –
SW
766
SlateStone Wealth
Florida
$395K +$272 +4 +0.1%
MG
767
Mather Group
Illinois
$395K +$395K +5,826 New
PWW
768
Pettyjohn Wood & White
Virginia
$394K – – –
JFS
769
JD Financial Services
Pennsylvania
$392K +$392K +5,768 New
CA
770
Continuum Advisory
Idaho
$391K +$271 +4 +0.1%
PWMG
771
Prestige Wealth Management Group
New Jersey
$388K -$796K -11,711 -67%
GWM
772
GSB Wealth Management
Connecticut
$387K – – –
WSFS
773
Wilmington Savings Fund Society
Delaware
$385K – – –
AWP
774
Ascent Wealth Partners
New York
$384K -$1.76K -26 -0.5%
Bessemer Group
775
Bessemer Group
New Jersey
$382K -$1.37M -20,162 -78%
29 30
31
32 33