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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 %
IWS
151
Insight Wealth Strategies
California
$19.4M -$2.34M -34,504 -11%
TF
152
TLWM Financial
Texas
$19.2M -$34.4K -507 -0.2%
CB
153
Community Bank
New York
$19.1M -$29.9K -440 -0.2%
CS
154
Credit Suisse
Switzerland
$19M – – –
QI
155
QS Investors
New York
$18.9M +$4.76M +70,080 +34%
EWF
156
Epstein & White Financial
California
$18.7M -$3.28M -48,366 -15%
MFG
157
Magnus Financial Group
New York
$18.3M +$595K +8,769 +3%
SFA
158
Stewardship Financial Advisors
Georgia
$17.9M -$3.6M -53,058 -17%
LWA
159
Lineweaver Wealth Advisors
Ohio
$17.8M -$89.5K -1,318 -0.5%
REMPR
160
Roof Eidam Maycock Peralta (REMP)
California
$17.7M -$205K -3,022 -1%
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$17.6M -$25.3M -372,111 -59%
RJT
162
Raymond James Trust
Florida
$17.4M -$1.12M -16,442 -6%
Creative Planning
163
Creative Planning
Kansas
$17.1M -$271K -3,987 -2%
CS
164
Comerica Securities
Michigan
$17M -$2.88M -42,375 -14%
AI
165
Atria Investments
North Carolina
$17M +$1.2M +17,649 +8%
SQA
166
Simon Quick Advisors
New Jersey
$16.8M -$1.35M -19,824 -7%
CI
167
CX Institutional
Indiana
$16.5M -$164K -2,412 -1%
SMC
168
Smith, Moore & Co
Missouri
$15.9M -$1.13M -16,654 -7%
FDCC
169
Foster Dykema Cabot & Co
Massachusetts
$15.7M -$7.73M -113,819 -33%
KCM
170
Kathmere Capital Management
Pennsylvania
$15.7M +$1M +14,748 +7%
WFWM
171
Wechter Feldman Wealth Management
New Jersey
$15.2M -$112K -1,643 -0.7%
PPWM
172
PFG Private Wealth Management
Florida
$15.2M +$722K +10,638 +5%
SS
173
Simplicity Solutions
Minnesota
$15.2M -$9.75M -143,568 -39%
HFA
174
High Falls Advisors
New York
$15.1M -$2.07M -30,495 -12%
CSWG
175
Cardinal Strategic Wealth Guidance
Kentucky
$15.1M -$145K -2,144 -1%
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