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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

46 hedge funds and large institutions have $52.9M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+16
Holders Change %
+53.33%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
15
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.09M
2
CI
2
CX Institutional
Indiana
$3.09M
3
LPL Financial
3
LPL Financial
California
$7.38M
4
W
4
Wealthquest
Ohio
$2.02M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$908K

Top Sellers

1
NA
1
Nottingham Advisors
New York
$6.94M
2
Jane Street
2
Jane Street
New York
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
IA
4
IFP Advisors
Florida
$0
5
GTAM
5
Global Trust Asset Management
Florida
$252K
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$259K 8,050 -2,422 -23%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$255K 7,922 +7,922 New
GTAM
28
Global Trust Asset Management
Florida
$252K 7,815 -8,395 -52%
CA
29
Cetera Advisors
Colorado
$246K 7,604 +7,604 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$245K 7,591 +137 +2%
SPC
31
Sigma Planning Corp
Michigan
$240K 7,433 +7,433 New
LFAS
32
Level Four Advisory Services
Texas
$225K 6,980 -4,331 -38%
TFS
33
TrustCore Financial Services
Tennessee
$216K 6,707 +707 +12%
PP
34
PDS Planning
Ohio
$214K 6,640 +6,640 New
MFW
35
Mosaic Family Wealth
Missouri
$125K 3,867 +3,867 New
ONST
36
Old North State Trust
North Carolina
$124K 3,859 – –
Morgan Stanley
37
Morgan Stanley
New York
$43K 1,349 – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$38K 986 -1,570 -61%
US Bancorp
39
US Bancorp
Minnesota
$18K 560 – –
AIM
40
Advantage Investment Management
Iowa
$16K 500 +500 New
Citigroup
41
Citigroup
New York
$15K 468 +468 New
CFGS
42
Concourse Financial Group Securities
Alabama
$8K 260 – –
FRA
43
Front Row Advisors
California
$1K 30 +30 New
AIC
44
Ameritas Investment Company
Nebraska
$1K 31 +31 New
Jane Street
45
Jane Street
New York
– – -119,116 Closed
Stifel Financial
46
Stifel Financial
Missouri
– – -64,525 Closed
IA
47
IFP Advisors
Florida
– – -13,142 Closed
Wells Fargo
48
Wells Fargo
California
$0 1 +1 New
Fidelity Investments
49
Fidelity Investments
Massachusetts
$0 1 +1 New
1
2