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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 %
SWM
951
Selective Wealth Management
Virginia
$48K – – –
CWA
952
Core Wealth Advisors
Florida
$48K – – –
KTC
953
Kistler-Tiffany Companies
Pennsylvania
$48K +$17.5K +256 +57%
CFO
954
CVA Family Office
Colorado
$47K – – –
KFI
955
Key Financial Inc
Pennsylvania
$43K +$43K +634 New
TAM
956
Tucker Asset Management
Colorado
$43K +$43K +633 New
MHR
957
Matthew Hamilton Rosenberg
$41K +$19.2K +280 +88%
AFS
958
Annapolis Financial Services
Maryland
$41K +$41K +611 New
VNA
959
Valley National Advisers
Pennsylvania
$39K – – –
TWP
960
TFO Wealth Partners
Ohio
$38K – – –
GFPC
961
Global Financial Private Client
Florida
$34.8K +$25.2K +371 +261%
SNT
962
Security National Trust
West Virginia
$34K – – –
BC
963
Barnett & Company
Tennessee
$34K – – –
SSB
964
Sandy Spring Bank
Maryland
$34K – – –
CIR
965
Clear Investment Research
Georgia
$33K +$33K +480 New
TH
966
TCTC Holdings
Texas
$32K – – –
FP
967
Financial Perspectives
Minnesota
$30.4K +$17.8K +262 +141%
HNB
968
Huntington National Bank
Ohio
$30K -$27K – –
PAI
969
Pittenger & Anderson Inc
Nebraska
$29K -$19.1K -283 -40%
HWA
970
HCR Wealth Advisors
California
$27K +$4.73K +69 +21%
LFG
971
Larson Financial Group
Missouri
$26K – – –
SL
972
Savior LLC
Massachusetts
$25K +$21.9K +326 +694%
BII
973
Bainco International Investors
Massachusetts
$24K +$24K +339 New
HI
974
Hudock Inc
Pennsylvania
$24K +$24K +359 New
SIM
975
Sonora Investment Management
Arizona
$23K – – –
37 38
39
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