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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 %
TW
1051
Transform Wealth
Colorado
– -$243K -3,816 Closed
BA
1052
Birinyi Associates
Connecticut
– -$242K -3,800 Closed
RIA
1053
Realta Investment Advisors
Delaware
– -$233K -3,658 Closed
WA
1054
Waddell & Associates
Tennessee
– -$233K -3,649 Closed
SC
1055
Scotia Capital
Ontario, Canada
– -$232K -3,640 Closed
Neuberger Berman Group
1056
Neuberger Berman Group
New York
– -$230K -3,610 Closed
LB
1057
Leo Brokerage
Texas
– -$218K -3,589 Closed
HCA
1058
Harbour Capital Advisors
Virginia
– -$217K -3,400 Closed
OWM
1059
Opes Wealth Management
California
– -$213K -3,347 Closed
CAN
1060
Claraphi Advisory Network
United States
– -$212K -3,330 Closed
NIA
1061
Northstar Investment Advisors
Colorado
– -$211K -3,317 Closed
HIMCH
1062
Hartford Investment Management Co (HIMCO)
Connecticut
– -$209K -3,285 Closed
PCP
1063
Proficio Capital Partners
Massachusetts
– -$208K -3,270 Closed
CPA
1064
Capital Planning Advisors
California
– -$203K -3,180 Closed
WCA
1065
Westover Capital Advisors
Delaware
– -$201K -3,160 Closed
UBS AM
1066
UBS AM
Illinois
– -$130K -2,033 Closed
AA
1067
Advisory Alpha
Michigan
– -$89K -1,379 Closed
Simplex Trading
1068
Simplex Trading
Illinois
– -$59K -934 Closed
1IA
1069
1834 Investment Advisors
Wisconsin
– -$27K -427 Closed
CPW
1070
Catalyst Private Wealth
California
– -$26K -409 Closed
OIA
1071
Optimum Investment Advisors
Illinois
– -$19K -300 Closed
QCG
1072
Quadrant Capital Group
Ohio
– -$13K -202 Closed
AA
1073
AlphaMark Advisors
Kentucky
– -$13K -200 Closed
TPCW
1074
TD Private Client Wealth
New York
– -$10.8K -169 Closed
T2I
1075
Turim 21 Investimentos
Brazil
– -$11K -168 Closed
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