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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 %
NA
126
NewEdge Advisors
Louisiana
$24.8M +$901K +13,276 +4%
CCP
127
Cassia Capital Partners
North Carolina
$24.6M +$24.6M +362,961 New
SWP
128
Stratos Wealth Partners
Ohio
$24.2M -$710K -10,455 -3%
TCM
129
TD Capital Management
Tennessee
$23.8M -$4.53M -66,785 -16%
AWM
130
AE Wealth Management
Kansas
$23.8M -$10.1M -148,083 -30%
NCM
131
Novare Capital Management
North Carolina
$22.9M -$309K -4,550 -1%
IWMWV
132
Ironwood Wealth Management (West Virginia)
West Virginia
$22.9M +$22.9M +337,883 New
FANJ
133
Financial Architects (New Jersey)
New Jersey
$22.8M -$1.16M -17,045 -5%
CPWM
134
Cardinal Point Wealth Management
California
$22.8M +$22.8M +335,810 New
GKWIM
135
Gerber Kawasaki Wealth & Investment Management
California
$22.8M +$1.09M +16,018 +5%
AIM
136
Astor Investment Management
Illinois
$22.7M -$2.39M -35,215 -10%
LWA
137
Lowe Wealth Advisors
Maryland
$22.5M -$775K -11,413 -3%
AP
138
Agilis Partners
Massachusetts
$22.3M -$505K -7,447 -2%
Bank of New York Mellon
139
Bank of New York Mellon
New York
$22.2M -$4.59M -67,679 -17%
Comerica Bank
140
Comerica Bank
Texas
$22M -$1.21M -17,934 -5%
NAM
141
North American Management
Massachusetts
$21.8M -$70.1K -1,032 -0.3%
CAL
142
Capital Advisors Ltd
Ohio
$21.7M +$32.5K +479 +0.1%
CAAS
143
Capital Asset Advisory Services
Michigan
$21.4M +$435K +6,409 +2%
5L
144
55I LLC
Massachusetts
$21.1M +$3.94M +58,115 +23%
TPWA
145
TRUE Private Wealth Advisors
Oregon
$20.2M -$513K -7,555 -2%
SWP
146
Summit Wealth Partners
Florida
$20.2M +$1.37M +20,181 +7%
GWAG
147
Garrett Wealth Advisory Group
Texas
$20.1M +$673K +9,911 +3%
WDL
148
Well Done LLC
Michigan
$20.1M +$220K +3,240 +1%
LFAS
149
Level Four Advisory Services
Texas
$20.1M -$4.56M -67,132 -19%
TWM
150
TMD Wealth Management
Arizona
$20M +$20M +294,632 New
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6
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