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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 %
PWA
1001
Phoenix Wealth Advisors
North Carolina
$7K +$7K +100 New
CPFP
1002
Clear Perspectives Financial Planning
Ohio
$7K +$7K +100 New
VRM
1003
Vectors Research Management
New York
$6K -$5K -75 -45%
BFC
1004
Bedel Financial Consulting
Indiana
$6K – – –
AWM
1005
AllSquare Wealth Management
New York
$6K – – –
EW
1006
Element Wealth
Mississippi
$6K +$1.52K +24 +34%
CCA
1007
Column Capital Advisors
Indiana
$5K – – –
FGAM
1008
Financial Gravity Asset Management
Texas
$5K +$5K +75 New
FWM
1009
ForthRight Wealth Management
Georgia
$5K +$5K +75 New
RAM
1010
Riggs Asset Management
Pennsylvania
$4K +$4K +58 New
FA
1011
Fortis Advisors
Pennsylvania
$3K – – –
IRC
1012
Investors Research Corp
Georgia
$3K – – –
First Manhattan
1013
First Manhattan
New York
$3K – – –
PWPS
1014
Pinnacle Wealth Planning Services
Ohio
$3K +$3K +39 New
SCP
1015
Syntal Capital Partners
Texas
$2.35K +$52 +767 +2%
SIS
1016
Sound Income Strategies
Florida
$2K – – –
CFN
1017
Cordasco Financial Network
Florida
$2K – – –
LDFR
1018
Lehman & Derafelo Financial Resources
Pennsylvania
$2K – – –
GEA
1019
Glen Eagle Advisors
New Jersey
$1.49K -$814 -12 -35%
MAM
1020
McCarthy Asset Management
California
$1K +$1K +17 New
BAMG
1021
Brand Asset Management Group
Missouri
$1K +$1K +21 New
WIM
1022
Westside Investment Management
California
$592 -$67 -992 -10%
EMPI
1023
Elo Mutual Pension Insurance
Finland
– -$105M -1,645,200 Closed
HI
1024
Horizon Investments
North Carolina
– -$96.3M -1,510,652 Closed
DCC
1025
Dow Chemical Company
Michigan
– -$49.6M -778,984 Closed
39 40
41
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