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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
$1.07B
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
$33.5M
4
RJA
Raymond James & Associates
Florida
$1.89B
5
Morgan Stanley
Morgan Stanley
New York
$1.2B

Top Sellers

1
LPL Financial
LPL Financial
California
$718M
2
Bank of America
Bank of America
North Carolina
$2.34B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$624M
4
CC
Cassaday & Co
Virginia
$1.4M
5
EMPI
Elo Mutual Pension Insurance
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
101
Traphagen Investment Advisors
New Jersey
$31.1M -$3.85M -56,768 -11%
CWM
102
Cornerstone Wealth Management
Missouri
$31.1M +$2.09M +30,856 +7%
CG
103
Colony Group
Massachusetts
$30M -$14.6M -215,508 -33%
VI
104
Vestcor Inc
New Brunswick, Canada
$30M +$16.3M +239,481 +118%
CAG
105
Crestwood Advisors Group
Massachusetts
$29.4M -$650K -9,576 -2%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$29.1M +$13.8M +202,999 +90%
NEPWA
107
New England Private Wealth Advisors
Massachusetts
$29M +$508K +7,481 +2%
JPMorgan Chase & Co
108
JPMorgan Chase & Co
New York
$29M -$6.63M -97,736 -19%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$28.7M -$18.6M -274,305 -39%
WFA
110
Wells Financial Advisors
Massachusetts
$27.8M +$27.8M +408,991 New
Franklin Resources
111
Franklin Resources
California
$27.7M -$190K -2,801 -0.7%
SSC
112
Syverson Strege & Co
Iowa
$27.1M +$27.1M +399,620 New
AA
113
ACT Advisors
North Carolina
$27M +$27M +397,566 New
FHB
114
First Hawaiian Bank
Hawaii
$26.8M +$181K +2,665 +0.7%
SIA
115
Sovereign Investment Advisors
Arizona
$26.7M -$10.3M -151,204 -28%
KA
116
Klingman & Associates
New York
$26.7M +$4.84M +71,233 +22%
RCM
117
Requisite Capital Management
Texas
$26.5M +$4.18M +61,545 +19%
ACG
118
Arch Capital Group
Bermuda
$26.5M +$26.5M +390,719 New
1WM
119
1900 Wealth Management
Texas
$26.5M +$26.5M +390,146 New
ACG
120
Allen Capital Group
Nebraska
$26.3M +$1.04M +15,294 +4%
TF
121
Tompkins Financial
New York
$26.1M +$996K +14,675 +4%
KFS
122
Kelly Financial Services
Massachusetts
$26.1M -$201K -2,961 -0.8%
WAOI
123
Wealth Advisors of Iowa
Iowa
$25.9M -$17.1M -252,525 -40%
BCI
124
Brinker Capital Investments
Pennsylvania
$25.2M -$9.03M -133,088 -26%
LS
125
Leelyn Smith
Illinois
$25M +$920K +12,334 +4%
3 4
5
6 7