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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 %
BFC
1101
Bedel Financial Consulting
Indiana
$8K – – –
EW
1102
Element Wealth
Mississippi
$8K – – –
CPFP
1103
Clear Perspectives Financial Planning
Ohio
$8K – – –
AWM
1104
AllSquare Wealth Management
New York
$7K – – –
QCG
1105
Quadrant Capital Group
Ohio
$7K +$7K +90 New
FGAM
1106
Financial Gravity Asset Management
Texas
$6.11K +$4.69K +249 +332%
CCA
1107
Column Capital Advisors
Indiana
$6K – – –
RDFA
1108
Ritter Daniher Financial Advisory
Ohio
$6K – – –
TAM
1109
Tucker Asset Management
Colorado
$5.91K – – –
FHC
1110
First Heartland Consultants
Missouri
$4.88K +$615 +7,602 +14%
JHCP
1111
Jackson Hole Capital Partners
Oklahoma
$4K – – –
MFAM
1112
M Financial Asset Management
Oregon
$4K +$4K +45 New
CI
1113
Cordant Inc
Oregon
$4K +$4K +49 New
BBPWM
1114
Blue Bell Private Wealth Management
Pennsylvania
$4K +$4K +51 New
IRC
1115
Investors Research Corp
Georgia
$3K – – –
SIC
1116
Salem Investment Counselors
North Carolina
$3K – – –
CFN
1117
Cordasco Financial Network
Florida
$3K – – –
OA
1118
Operose Advisors
Wisconsin
$3K +$3K +39 New
FFG
1119
Ford Financial Group
California
$2.18K -$3 -36 -0.1%
GEA
1120
Glen Eagle Advisors
New Jersey
$1.78K – – –
TWA
1121
TCI Wealth Advisors
Arizona
$1K – – –
WFS
1122
Widmann Financial Services
Maryland
$1K +$1K +23 New
WIM
1123
Westside Investment Management
California
$605 – +4 +0.1%
BBHC
1124
Brown Brothers Harriman & Co
New York
$229 – – –
SG Americas Securities
1125
SG Americas Securities
New York
– -$61.8M -841,051 Closed
43 44
45
46 47