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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 %
JIP
826
Jaffetilchin Investment Partners
Florida
$296K +$41.9K +617 +17%
ODG
827
O'Dell Group
Ohio
$295K +$295K +4,347 New
ABC
828
Associated Banc-Corp
Wisconsin
$294K -$22.1K -326 -7%
ACP
829
Aveo Capital Partners
Colorado
$293K -$453K -6,681 -61%
LA
830
Latitude Advisors
Florida
$293K +$293K +4,318 New
SW
831
SVB Wealth
Massachusetts
$291K – – –
LNB
832
Ledyard National Bank
$291K +$15.4K +227 +6%
HH
833
Hilltop Holdings
Texas
$285K -$344K -5,077 -55%
MIC
834
Means Investment Company
Maine
$285K +$41.7K +615 +17%
OPWM
835
Oxinas Partners Wealth Management
Indiana
$285K +$285K +4,203 New
DIA
836
Dana Investment Advisors
Wisconsin
$282K +$24.5K +361 +10%
MGIA
837
Moneta Group Investment Advisors
Missouri
$282K +$282K +4,154 New
CTFG
838
Capstone Triton Financial Group
Oklahoma
$277K +$277K +4,074 New
FRA
839
Front Row Advisors
California
$276K – – –
FWM
840
Focused Wealth Management
New York
$274K -$39.2K -578 -13%
VCA
841
Verdence Capital Advisors
Maryland
$274K – – –
HIM
842
Hanlon Investment Management
New Jersey
$274K +$22.9K +338 +9%
EWM
843
Evercore Wealth Management
New York
$273K +$54.8K +806 +25%
FDCDDQ
844
Federation des caisses Desjardins du Quebec
Quebec, Canada
$270K -$15.7K -232 -6%
ACS
845
Archford Capital Strategies
Illinois
$270K +$270K +3,955 New
BA
846
Bluesphere Advisors
Pennsylvania
$269K +$269K +3,978 New
TNB
847
TCF National Bank
South Dakota
$267K -$67.9K -1,000 -20%
CL
848
COWA LLC
Oklahoma
$265K +$265K +3,916 New
PFP
849
Pinnacle Financial Partners
Tennessee
$263K -$33.4K -491 -11%
CWM
850
Connecticut Wealth Management
Connecticut
$263K -$1.63K -24 -0.6%
32 33
34
35 36