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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 %
MWM
176
Mascoma Wealth Management
New Hampshire
$14.9M +$14.9M +219,649 New
ASN
177
Advisory Services Network
Georgia
$14.8M -$27.4K -403 -0.2%
RIA
178
Regal Investment Advisors
Michigan
$14.7M +$14.7M +216,355 New
CG
179
CFO4Life Group
Texas
$14.6M +$876K +12,905 +6%
MCC
180
Money Concepts Capital
Florida
$14.6M +$14.6M +214,450 New
CA
181
Clearstead Advisors
Ohio
$14.5M -$526K -7,745 -3%
HWA
182
HHM Wealth Advisors
Tennessee
$14.4M +$342K +5,034 +2%
CW
183
CreativeOne Wealth
Kansas
$14.4M +$13.6M +200,059 +1,653%
VCM
184
Verde Capital Management
Michigan
$14.3M -$234K -3,450 -2%
WP
185
WealthSource Partners
California
$14.3M +$483K +7,114 +4%
SMG
186
Smart Money Group
Texas
$14.2M -$1.45M -21,341 -9%
FWM
187
FFT Wealth Management
Pennsylvania
$14.1M – – –
MBT
188
Montecito Bank & Trust
California
$13.6M -$2.62M -38,530 -16%
SCA
189
St. Clair Advisors
Ohio
$13.5M +$13.5M +198,908 New
WSTAM
190
Wilbanks Smith & Thomas Asset Management
Virginia
$13.4M -$3.38M -49,726 -20%
FAIM
191
Financial Advocates Investment Management
Washington
$13.4M +$491K +7,233 +4%
FPGK
192
Financial Partners Group (Kansas)
Kansas
$13.3M -$585K -8,611 -4%
HPA
193
High Probability Advisors
New York
$13.2M +$13.2M +194,586 New
LFGH
194
Lee Financial Group Hawaii
Hawaii
$13.1M -$1.96M -28,873 -13%
CFGS
195
Concourse Financial Group Securities
Alabama
$12.9M -$717K -10,560 -5%
IA
196
IFP Advisors
Florida
$12.8M +$48.2K +710 +0.4%
BWP
197
Bernardo Wealth Planning
Pennsylvania
$12.8M +$4.16M +61,323 +48%
MFA
198
Mayflower Financial Advisors
Massachusetts
$12.7M +$12.7M +187,469 New
BRWA
199
B. Riley Wealth Advisors
Florida
$12.7M -$3.01M -44,300 -19%
IWM
200
IHT Wealth Management
Illinois
$12.7M -$3.63M -53,503 -22%
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