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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 %
WEC
901
Winslow Evans & Crocker
Massachusetts
$158K +$126K +1,852 +390%
BL
902
Balentine LLC
Georgia
$158K +$158K +2,323 New
Deutsche Bank
903
Deutsche Bank
Germany
$153K +$10.6K +155 +7%
FFA
904
Freedman Financial Associates
Massachusetts
$136K +$136K +1,998 New
SMFG
905
Sumitomo Mitsui Financial Group
Japan
$134K -$40.1K -590 -23%
AIM
906
Anchor Investment Management
South Carolina
$134K +$6.04K +89 +5%
BBHBI
907
B, B, H, & B Inc
Alabama
$132K +$132K +1,954 New
PCA
908
Providence Capital Advisors
North Carolina
$127K +$64.7K +956 +104%
AWA
909
Arkadios Wealth Advisors
Georgia
$125K +$32.5K +482 +35%
TSW
910
Thompson Siegel & Walmsley
Virginia
$124K – – –
HWM
911
Holloway Wealth Management
Florida
$121K -$113K – –
OC
912
Oakworth Capital
Alabama
$117K – – –
CIA
913
Cascade Investment Advisors
Oregon
$115K +$115K +1,690 New
BCP
914
Blue Chip Partners
Michigan
$107K +$477 +7 +0.4%
RFWA
915
RPg Family Wealth Advisory
Massachusetts
$99.6K – – –
CBT
916
Central Bank & Trust
Kentucky
$97K -$470K -6,896 -83%
LB
917
Legacy Bridge
Iowa
$92K – – –
MPWT
918
MassMutual Private Wealth & Trust
Connecticut
$91K +$91K +1,334 New
BCA
919
Berman Capital Advisors
Georgia
$90K -$96.8K -1,430 -52%
MAWCM
920
Mine & Arao Wealth Creation & Management
California
$88K – – –
IRAG
921
Investment Research & Advisory Group
Georgia
$86K – – –
CHA
922
Carmichael Hill & Associates
Maryland
$82K -$10.6K -157 -11%
NWA
923
Navis Wealth Advisors
New York
$82K +$82K +1,213 New
BWM
924
BerganKDV Wealth Management
Minnesota
$77K – – –
Bank Julius Baer & Co
925
Bank Julius Baer & Co
Switzerland
$76K -$339 -5 -0.4%
35 36
37
38 39