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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
1
Envestnet Asset Management
Illinois
$1.12B
2
BlackRock
2
BlackRock
New York
$873M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$110M
4
AWM
4
AE Wealth Management
Kansas
$93.8M
5
RJA
5
Raymond James & Associates
Florida
$2.59B

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$103M
2
CA
2
Cetera Advisors
Colorado
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$1.79B
5
GA
5
Gateway Advisory
New Jersey
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
151
Mariner Independent Advisor Network
Kansas
$15.9M -$6.64M -82,447 -29%
MNG
152
Manning & Napier Group
New York
$15.7M -$14.3M – –
FM
153
Family Management
New York
$15.7M -$643K -7,950 -4%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$15.7M +$2.82M +38,248 +22%
Lido Advisors
155
Lido Advisors
California
$15.2M +$682K +8,421 +5%
SCM
156
Stonehearth Capital Management
Massachusetts
$14.9M -$459K -5,671 -3%
IB
157
Intrust Bank
Kansas
$14.9M +$485 +6 +0%
S
158
SimplyRich
California
$14.8M +$385K +4,765 +3%
MWM
159
McNaughton Wealth Management
California
$14.8M +$356K +4,536 +2%
KNFPWM
160
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$14.8M +$14.8M +182,432 New
CAG
161
Csenge Advisory Group
Florida
$14.7M +$1.38M +18,589 +10%
CG
162
Colony Group
Massachusetts
$14.4M -$202K -2,497 -1%
SPI
163
Santori & Peters Inc
Pennsylvania
$14.4M +$85.9K +1,062 +0.6%
Comerica Bank
164
Comerica Bank
Texas
$14.3M -$239K -3,222 -2%
RPCA
165
Running Point Capital Advisors
California
$13.8M -$2.46M -30,382 -15%
MWA
166
Meridian Wealth Advisors
Texas
$13.7M -$46.9K -580 -0.3%
FPGK
167
Financial Partners Group (Kansas)
Kansas
$13.4M -$77.4K -1,017 -0.6%
KL
168
KWMG LLC
Kansas
$13.4M +$572K +7,068 +4%
AI
169
Atria Investments
North Carolina
$13.4M +$4.88M +60,323 +57%
FIA
170
Foundations Investment Advisors
Arizona
$13.2M +$1.89M +24,005 +17%
BC
171
Bowman & Company
Wisconsin
$13.2M +$13.2M +163,057 New
CA
172
Clearstead Advisors
Ohio
$12.9M -$849K -10,491 -6%
WPIC
173
White Pine Investment Company
Michigan
$12.9M -$210K -2,597 -2%
DC
174
Darrow Company
Massachusetts
$12.5M +$12.5M +154,881 New
MCC
175
Money Concepts Capital
Florida
$12.5M +$12.5M +154,753 New
5 6
7
8 9