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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 %
RDFA
876
Ritter Daniher Financial Advisory
Ohio
$213K +$213K +3,145 New
FC
877
FCA Corp
Texas
$212K +$339 +5 +0.2%
VFA
878
Valeo Financial Advisors
Indiana
$211K +$61.9K +910 +41%
Fisher Asset Management
879
Fisher Asset Management
Washington
$211K +$211K +3,109 New
VVP
880
Venture Visionary Partners
Ohio
$209K +$209K +3,080 New
TI
881
Trexquant Investment
Connecticut
$208K -$3.68M -54,330 -95%
ACM
882
Alamar Capital Management
California
$207K +$207K +3,050 New
RMAM
883
Raab & Moskowitz Asset Management
New Jersey
$207K +$207K +3,053 New
FWM
884
Frontier Wealth Management
Missouri
$207K +$207K +3,055 New
PFWA
885
Paces Ferry Wealth Advisors
Georgia
$204K -$12.9K -189 -6%
APW
886
Acima Private Wealth
Virginia
$204K +$59.6K +880 +41%
WWM
887
Wolff Wiese Magana
California
$203K +$203K +2,987 New
FAT
888
First American Trust
California
$201K +$201K +2,960 New
NF
889
Nikulski Financial
Iowa
$201K +$201K +2,963 New
MSAGDF
890
Moneda SA Administradora General de Fondos
Chile
$196K – – –
BBHC
891
Brown Brothers Harriman & Co
New York
$192K – – –
WT
892
Washington Trust
Rhode Island
$190K +$75.9K +1,114 +67%
MIM
893
MTM Investment Management
South Carolina
$188K +$188K +2,764 New
FM
894
Family Management
New York
$187K +$187K +2,750 New
PFO
895
Pathstone Family Office
New Jersey
$175K +$175K +2,575 New
GSAM
896
Grant Street Asset Management
Pennsylvania
$175K +$175K +2,584 New
PS
897
Planned Solutions
California
$171K – – –
TCOV
898
Trust Company of Vermont
Vermont
$171K +$11.8K +174 +7%
MA
899
MUFG Americas
New York
$168K – – –
SFA
900
Semmax Financial Advisors
North Carolina
$168K – – –
34 35
36
37 38