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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 %
GWAG
126
Garrett Wealth Advisory Group
Texas
$19.7M -$5.37M -66,429 -21%
HPA
127
High Probability Advisors
New York
$19.7M +$657K +8,125 +3%
HWA
128
HHM Wealth Advisors
Tennessee
$19.7M +$539K +6,659 +3%
IWMWV
129
Ironwood Wealth Management (West Virginia)
West Virginia
$19.6M -$16.4K -203 -0.1%
SMC
130
Smith, Moore & Co
Missouri
$19.5M -$193K -2,391 -1%
TCM
131
TD Capital Management
Tennessee
$19.2M -$831K -10,274 -4%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$18.6M +$1.32M +16,340 +8%
SSC
133
Syverson Strege & Co
Iowa
$18.5M -$498K -6,152 -3%
BAM
134
BTS Asset Management
Massachusetts
$18.5M +$18.5M +228,577 New
MFG
135
Merit Financial Group
Georgia
$18.3M -$2.25M -27,782 -11%
RIA
136
Regal Investment Advisors
Michigan
$18.1M +$1.69M +20,940 +10%
GI
137
Glovista Investments
New Jersey
$18M +$18M +222,361 New
VI
138
Vestcor Inc
New Brunswick, Canada
$18M -$10.6M -130,697 -37%
VA
139
Valmark Advisers
Ohio
$17.2M +$12.8M +157,757 +288%
WC
140
Wealth CMT
New Jersey
$17.2M +$201K +2,480 +1%
Franklin Resources
141
Franklin Resources
California
$17.1M -$32.1M -397,058 -65%
FWM
142
FFT Wealth Management
Pennsylvania
$16.8M – – –
TC
143
Telemus Capital
Michigan
$16.6M -$250K -3,085 -1%
AFC
144
Adaptive Financial Consulting
Ohio
$16.5M +$435K +5,376 +3%
PA
145
Parallel Advisors
California
$16.5M -$5.1M -63,076 -24%
SMG
146
Smart Money Group
Texas
$16M -$1.35M -16,676 -8%
CS
147
Comerica Securities
Michigan
$16M +$1.44M +17,822 +10%
B
148
BetterWealth
California
$16M +$16M +197,580 New
GC
149
GFG Capital
Florida
$16M +$4.4M +54,347 +38%
CW
150
CreativeOne Wealth
Kansas
$15.9M +$252K +3,112 +2%
4 5
6
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