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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 %
CAG
201
Csenge Advisory Group
Florida
$12.6M +$1.21M +17,868 +11%
WC
202
Wealth CMT
New Jersey
$12.4M +$8.4M +123,820 +210%
SCM
203
Stonehearth Capital Management
Massachusetts
$12.4M -$707K -10,419 -5%
FPW
204
Flagship Private Wealth
Massachusetts
$12.3M +$12.3M +184,187 New
RWG
205
Regal Wealth Group
California
$12.3M +$2.4M +35,407 +24%
RRA
206
Round Rock Advisors
Connecticut
$12M +$12M +176,558 New
MWA
207
Meridian Wealth Advisors
Texas
$11.9M +$715K +10,539 +6%
LIA
208
LS Investment Advisors
Michigan
$11.9M +$1.03M +15,153 +9%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$11.8M +$146K +2,154 +1%
SPI
210
Santori & Peters Inc
Pennsylvania
$11.8M -$418K -6,108 -3%
FSA
211
Financial Services Advisory
Maryland
$11.5M +$11.5M +169,699 New
SWM
212
Southern Wealth Management
Texas
$11.4M -$16M -235,139 -58%
AWA
213
Acorn Wealth Advisors
Michigan
$11.4M -$908K -13,378 -7%
S
214
SimplyRich
California
$11.3M -$163K -2,406 -1%
AFC
215
Adaptive Financial Consulting
Ohio
$11.3M -$225K -3,312 -2%
BA
216
Bellwether Advisors
Nebraska
$11.2M +$11.2M +165,590 New
KFGK
217
Keystone Financial Group (Kentucky)
Kentucky
$11.2M +$418K +6,155 +4%
TWP
218
Tower Wealth Partners
Pennsylvania
$11.2M +$11.2M +164,602 New
MWM
219
McNaughton Wealth Management
California
$11.1M -$404K -5,945 -4%
CAL
220
Capital Analysts LLC
Pennsylvania
$11.1M -$1.05M -15,473 -9%
PFA
221
Pettinga Financial Advisors
Indiana
$11.1M +$418K +6,154 +4%
CFG
222
Citizens Financial Group
Rhode Island
$11M -$384K -5,653 -3%
GC
223
GFG Capital
Florida
$11M +$814K +12,000 +8%
SCA
224
Snowden Capital Advisors
New York
$10.9M -$152K -2,234 -1%
ACP
225
Arcus Capital Partners
Georgia
$10.9M -$496K -7,302 -4%
7 8
9
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