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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 %
HS
776
Horan Securities
United States
$382K +$162K +2,383 +73%
SWA
777
SFMG Wealth Advisors
Texas
$380K +$380K +5,600 New
SA
778
Stewardship Advisors
Pennsylvania
$375K – – –
KIG
779
Kowal Investment Group
Wisconsin
$374K +$374K +5,528 New
BSW
780
Buckingham Strategic Wealth
Missouri
$372K +$79.7K +1,173 +27%
IA
781
Insight Advisors
Pennsylvania
$370K +$370K +5,452 New
RA
782
Rational Advisors
New York
$369K +$369K +5,438 New
MWC
783
MKD Wealth Coaches
Michigan
$368K -$7.24M -106,844 -95%
FFA
784
Founders Financial Alliance
North Carolina
$368K +$26.5K +390 +8%
WWM
785
Wagner Wealth Management
South Carolina
$367K +$367K +5,400 New
DWMG
786
DB Wealth Management Group
California
$363K +$363K +5,352 New
GD
787
Grandfield & Dodd
New York
$360K +$360K +5,297 New
OWA
788
One Wealth Advisors
California
$357K +$357K +5,255 New
AP
789
Appleton Partners
Massachusetts
$354K -$24.1K -354 -6%
AC
790
Abbrea Capital
California
$354K +$354K +5,220 New
WTC
791
WhitTier Trust Company
Nevada
$353K +$49.3K +726 +16%
SSWM
792
Sheets Smith Wealth Management
North Carolina
$351K -$688K -10,137 -66%
HR
793
Hayden Royal
North Carolina
$347K -$79.7K -1,176 -19%
LAS
794
Lloyd Advisory Services
Georgia
$347K -$17.2K -254 -5%
BFIM
795
Beese Fulmer Investment Management
Ohio
$345K – – –
GSIS
796
Global Strategic Investment Solutions
Arizona
$345K +$101K +1,495 +42%
PFA
797
Professional Financial Advisors
Nebraska
$341K -$1.29K -19 -0.4%
BCMO
798
Buckingham Capital Management (Ohio)
Ohio
$341K +$38.2K +562 +13%
SCM
799
Shelton Capital Management
Colorado
$340K – – –
AF
800
Apexium Financial
Texas
$339K -$23.3K -343 -6%
30 31
32
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