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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 %
GBT
801
Grove Bank & Trust
Florida
$339K – – –
SB
802
Sunflower Bank
Texas
$337K – – –
RPWA
803
Regent Peak Wealth Advisors
Georgia
$337K +$108K +1,596 +47%
LFA
804
Lighthouse Financial Advisors
Maryland
$331K -$13.8K -204 -4%
KIA
805
KCM Investment Advisors
California
$329K – – –
FCFC
806
First Citizens Financial Corp
Iowa
$329K +$14.5K +214 +5%
IAP
807
Indie Asset Partners
Indiana
$328K -$150K -2,215 -31%
DSC
808
Duncker Streett & Co
Missouri
$328K +$610 +9 +0.2%
AA
809
Argent Advisors
Louisiana
$323K +$20.4K +300 +7%
PB
810
Pinnacle Bancorp
Nebraska
$322K +$8.5K +125 +3%
OFG
811
OmniStar Financial Group
North Carolina
$319K +$31.6K +466 +11%
TSS
812
Two Sigma Securities
New York
$316K -$1.68M -24,702 -84%
RIM
813
Regent Investment Management
Kentucky
$315K – – –
SF
814
Summit Financial
New Jersey
$314K +$314K +4,624 New
PWP
815
Principle Wealth Partners
Connecticut
$310K +$38.7K +570 +14%
FCA
816
FinTrust Capital Advisors
South Carolina
$309K -$1.93M -28,451 -86%
BTWM
817
Baker Tilly Wealth Management
Wisconsin
$308K +$308K +4,537 New
PP
818
Patron Partners
Texas
$307K +$307K +4,520 New
QC
819
QCM Cayman
Texas
$307K +$307K +4,522 New
BFPW
820
BOK Financial Private Wealth
Colorado
$306K +$10.3K +152 +3%
WA
821
Wealth Alliance
New York
$305K +$305K +4,488 New
PMG
822
ProVise Management Group
Florida
$303K +$303K +4,469 New
AIC
823
Archer Investment Corporation
Indiana
$303K – – –
PMFA
824
Plante Moran Financial Advisors
Michigan
$300K – – –
AB
825
Atlas Brown
Kentucky
$300K +$18.4K +270 +7%
31 32
33
34 35