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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

89 hedge funds and large institutions have $334M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
89
Holders Change
+18
Holders Change %
+25.35%
% of All Funds
1.76%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
24
Increased
46
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$40.2M
2
PA
2
Paragon Advisors
Texas
$8.55M
3
FP
3
Fiduciary Planning
Florida
$7.75M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.1M
5
IAA
5
Independent Advisor Alliance
North Carolina
$6.64M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
WIA
4
World Investment Advisors
California
$344K
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$712K
Name Market Value Shares Shares
Change 		Shares
Change %
CB
26
Community Bank
New York
$2.64M 74,294 -1,650 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.64M 74,284 +31,395 +73%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$2.57M 72,310 +30,847 +74%
SWP
29
Stratos Wealth Partners
Ohio
$2.18M 61,306 +4,235 +7%
WAS
30
Wealth Advisory Solutions
Indiana
$2.1M 59,087 +59,087 New
UBS Group
31
UBS Group
Switzerland
$2.08M 58,730 +25,375 +76%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.04M 57,367 +57,367 New
AIC
33
Ameritas Investment Company
Nebraska
$2M 56,429 +55,081 +4,086%
Truist Financial
34
Truist Financial
North Carolina
$1.85M 52,165 +52,165 New
SPC
35
Sigma Planning Corp
Michigan
$1.84M 51,774 +33,730 +187%
AG
36
Advisor Group
Arizona
$1.73M 48,717 +15,582 +47%
LFAS
37
Level Four Advisory Services
Texas
$1.69M 47,458 -1,352 -3%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.67M 47,068 +7,632 +19%
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.52M 42,885 +23,567 +122%
IWM
40
IHT Wealth Management
Illinois
$1.11M 31,233 +1,348 +5%
AI
41
Atria Investments
North Carolina
$1.05M 29,540 +1,507 +5%
SMG
42
Smart Money Group
Texas
$1M 28,308 +28,308 New
CWM
43
Cornerstone Wealth Management
Missouri
$981K 27,650 +14,732 +114%
MCM
44
Mattern Capital Management
Colorado
$943K 26,589 +26,589 New
LFPWM
45
Leicht Financial Planning & Wealth Management
New Jersey
$712K 20,075 -8,060 -29%
NL
46
NWAM LLC
Washington
$677K 19,098 -1,508 -7%
WI
47
Wintrust Investments
Illinois
$658K 18,550 +12,600 +212%
MFW
48
Mosaic Family Wealth
Missouri
$615K 17,351 +597 +4%
BWM
49
Brickley Wealth Management
California
$531K 14,963 +646 +5%
RFN
50
RDA Financial Network
Iowa
$508K 14,239 +7,398 +108%
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