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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 %
Wellington Management Group
1026
Wellington Management Group
Massachusetts
– -$20M -313,285 Closed
OCPWS
1027
One Charles Private Wealth Services
Massachusetts
– -$18.7M -293,099 Closed
WI
1028
Wintrust Investments
Illinois
– -$13.3M -208,301 Closed
Nuveen Asset Management
1029
Nuveen Asset Management
Illinois
– -$11.8M -185,753 Closed
SWMG
1030
Sanchez Wealth Management Group
Florida
– -$9.35M -146,661 Closed
PS
1031
Portfolio Solutions
Michigan
– -$6.74M -105,716 Closed
Allianz Asset Management
1032
Allianz Asset Management
Germany
– -$6.66M -104,500 Closed
AI
1033
Atom Investors
Texas
– -$6.52M -102,357 Closed
PWAG
1034
Polaris Wealth Advisory Group
California
– -$4.98M -77,069 Closed
WFA
1035
Wade Financial Advisory
California
– -$4.43M -69,433 Closed
WEPOG
1036
Wealth Enhancement & Preservation of GA
Georgia
– -$3.57M -56,062 Closed
SCM
1037
SCS Capital Management
Massachusetts
– -$3.02M -47,437 Closed
SA
1038
Silversage Advisors
California
– -$2.83M -44,408 Closed
PFG
1039
Pacific Financial Group
Washington
– -$2.51M -39,326 Closed
OMC
1040
Old Mission Capital
Illinois
– -$2.19M -34,306 Closed
TPA
1041
Trivium Point Advisory
Connecticut
– -$1.84M -28,875 Closed
TW
1042
TrinityPoint Wealth
Connecticut
– -$1.63M -25,640 Closed
PWM
1043
PRW Wealth Management
Massachusetts
– -$584K -9,170 Closed
CCP
1044
Clarkston Capital Partners
Michigan
– -$456K -7,156 Closed
V
1045
Veritable
Delaware
– -$413K -6,483 Closed
SDWMA
1046
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$364K -5,715 Closed
FNBT
1047
FineMark National Bank & Trust
Florida
– -$312K -4,901 Closed
YWP
1048
YorkBridge Wealth Partners
New York
– -$285K -4,476 Closed
HCA
1049
Horan Capital Advisors
Ohio
– -$279K -4,378 Closed
JA
1050
JVL Associates
Michigan
– -$249K -3,909 Closed
40 41
42
43 44