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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 %
CFB
926
Cullen/Frost Bankers
Texas
$75K – – –
TF
927
TimeScale Financial
Massachusetts
$75K +$340 +5 +0.5%
HIA
928
Harbor Investment Advisory
Maryland
$74K +$18.9K +280 +34%
M
929
MOTCO
Texas
$73K +$73K +1,078 New
LWA
930
Lenox Wealth Advisors
New York
$72K +$72K +1,056 New
NFSG
931
Newbridge Financial Services Group
Florida
$70K +$135 +2 +0.2%
SIC
932
Salem Investment Counselors
North Carolina
$70K +$35K +515 +100%
LWCFA
933
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70K +$70K +1,030 New
RIM
934
Rockbridge Investment Management
New York
$68K – – –
FA
935
Financial Advantage
Maryland
$67K – – –
KFAA
936
Klaas Financial Asset Advisors
Illinois
$62K +$62K +915 New
FP
937
Fiduciary Planning
Florida
$61K +$204 +3 +0.3%
RA
938
Reby Advisors
Connecticut
$61K +$61K +895 New
HR
939
Howe & Rusling
New York
$60K +$45.5K +668 +314%
EI
940
Ellevest Inc
New York
$59K – – –
JFA
941
JNBA Financial Advisors
Minnesota
$58K – – –
GI
942
Gradient Investments
Minnesota
$58K – – –
AWM
943
Avior Wealth Management
Nebraska
$57K -$15.2K -227 -21%
ADIM
944
Alpha DNA Investment Management
Maryland
$57K +$57K +854 New
BWM
945
Baystate Wealth Management
Massachusetts
$53K +$52.3K +764 +7,640%
TC
946
Truvestments Capital
Florida
$53K +$53K +782 New
HPC
947
HM Payson & Co
Maine
$53K +$53K +787 New
EWM
948
Endurance Wealth Management
Rhode Island
$52K – – –
ME
949
McIlrath & Eck
Washington
$50K -$24.6K -359 -33%
ST
950
Smithfield Trust
Pennsylvania
$50K – – –
36 37
38
39 40