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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.12B
2
BlackRock
BlackRock
New York
$873M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$110M
4
AWM
AE Wealth Management
Kansas
$93.8M
5
RJA
Raymond James & Associates
Florida
$2.59B

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$103M
2
CA
Cetera Advisors
Colorado
$139M
3
SG Americas Securities
SG Americas Securities
New York
$0
4
Bank of America
Bank of America
North Carolina
$1.79B
5
GA
Gateway Advisory
New Jersey
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1076
Baldwin Wealth Partners
Massachusetts
$25K – – –
SCA
1077
Stonebridge Capital Advisors
Minnesota
$25K +$13.4K +165 +115%
SSB
1078
Sandy Spring Bank
Maryland
$24K -$14.1K -176 -37%
LB
1079
Legacy Bridge
Iowa
$24K – – –
MAM
1080
Meeder Asset Management
Ohio
$24K +$6.67K +82 +38%
ME
1081
McIlrath & Eck
Washington
$22K – – –
ACM
1082
Antonetti Capital Management
Florida
$22K – – –
EWM
1083
Edge Wealth Management
New York
$21K – – –
Jones Financial Companies
1084
Jones Financial Companies
Missouri
$20K -$13K -164 -39%
SPWG
1085
Sage Private Wealth Group
Illinois
$20K – – –
LPP
1086
Life Planning Partners
Florida
$20K +$20K +247 New
SL
1087
Savior LLC
Massachusetts
$18K +$18K +223 New
CCM
1088
Covington Capital Management
California
$14K -$9.84K -123 -41%
AP
1089
Atwood & Palmer
Missouri
$14K – – –
Deutsche Bank
1090
Deutsche Bank
Germany
$13K -$233K -2,780 -95%
AW
1091
Avion Wealth
Texas
$13K – – –
UFF
1092
USA Financial Formulas
Michigan
$13K +$13K +160 New
MAM
1093
Mystic Asset Management
Rhode Island
$13K +$13K +168 New
VCM
1094
Versant Capital Management
Arizona
$11K – – –
OHWP
1095
Oak Harbor Wealth Partners
North Carolina
$11K +$11K +139 New
SMA
1096
Sage Mountain Advisors
Georgia
$10K -$490K -6,316 -98%
BHWM
1097
Beaird Harris Wealth Management
Texas
$10K +$10K +121 New
LFG
1098
Leverty Financial Group
Wisconsin
$10K +$10K +133 New
TCWA
1099
Ten Capital Wealth Advisors
Washington
$9K – – –
DWA
1100
Delos Wealth Advisors
Texas
$9K +$9K +111 New
42 43
44
45 46