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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
$2.01B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$367M
5
AWM
AE Wealth Management
Kansas
$58.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.8B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$692M
3
S
SignatureFD
Georgia
$12.1M
4
Ameriprise
Ameriprise
Minnesota
$403M
5
LPL Financial
LPL Financial
California
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAJ
851
Ogorek Anthony Joseph
New York
$214K -$6.94M -100,399 -97%
OWM
852
Opes Wealth Management
California
$212K +$212K +3,068 New
IWP
853
IAG Wealth Partners
Wisconsin
$210K -$50.6K -729 -19%
AF
854
Apexium Financial
Texas
$208K -$136K -1,977 -40%
APW
855
Acima Private Wealth
Virginia
$208K – – –
WWM
856
Wolff Wiese Magana
California
$207K – – –
RMAM
857
Raab & Moskowitz Asset Management
New Jersey
$206K -$4.62K -67 -2%
BCM
858
BTR Capital Management
California
$204K -$34.6K -500 -15%
Fisher Asset Management
859
Fisher Asset Management
Washington
$204K -$11K -159 -5%
V
860
Veritable
Delaware
$204K +$204K +2,943 New
SHWM
861
Silicon Hills Wealth Management
Texas
$203K +$203K +2,940 New
GT
862
Glenview Trust
Kentucky
$202K -$60.1K -870 -23%
FI
863
Financial Insights
Washington
$201K +$201K +2,901 New
HFS
864
Howard Financial Services
Texas
$201K +$201K +2,908 New
MIM
865
MTM Investment Management
South Carolina
$191K – – –
GSAM
866
Grant Street Asset Management
Pennsylvania
$179K – – –
MA
867
MUFG Americas
New York
$171K – – –
BL
868
Balentine LLC
Georgia
$161K +$553 +8 +0.3%
Deutsche Bank
869
Deutsche Bank
Germany
$156K – – –
TCOV
870
Trust Company of Vermont
Vermont
$155K -$18.4K -267 -11%
SFA
871
Semmax Financial Advisors
North Carolina
$155K -$16.3K -236 -10%
HS
872
Horan Securities
United States
$142K -$246K -3,572 -63%
FFA
873
Freedman Financial Associates
Massachusetts
$138K – – –
PCA
874
Providence Capital Advisors
North Carolina
$132K +$2.15K +31 +2%
AIM
875
Anchor Investment Management
South Carolina
$130K -$6.16K -89 -5%
33 34
35
36 37