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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

98 hedge funds and large institutions have $305M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
2.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
27
Increased
40
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$55.7M
2
IDA
2
Intelligence Driven Advisers
California
$12.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.4M
5
CCFM
5
Clear Creek Financial Management
Washington
$4.69M

Top Sellers

1
FP
1
Fiduciary Planning
Florida
$0
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
PCFFS
3
Pacific Center for Financial Services
California
$227K
4
RTS
4
Round Table Services
New Jersey
$4.24M
5
CI
5
CX Institutional
Indiana
$59K
Name Market Value Shares Shares
Change 		Shares
Change %
WAS
26
Wealth Advisory Solutions
Indiana
$2.24M 86,504 +27,417 +46%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
– – – –
SPIA
28
Steward Partners Investment Advisory
New York
$1.97M 76,334 +73,245 +2,371%
WFA
29
Wade Financial Advisory
California
$1.94M 75,024 -12,841 -15%
AFP
30
Ausdal Financial Partners
Iowa
$1.93M 71,683 +71,683 New
CB
31
Community Bank
New York
$1.92M 74,294 – –
SWP
32
Stratos Wealth Partners
Ohio
$1.91M 73,760 +12,454 +20%
IFS
33
Ifrah Financial Services
Arkansas
$1.88M 72,489 +72,489 New
AI
34
Atria Investments
North Carolina
$1.56M 60,296 +30,756 +104%
SPC
35
Sigma Planning Corp
Michigan
$1.44M 55,583 +3,809 +7%
PAG
36
Private Advisor Group
New Jersey
$1.43M 55,283 -73,769 -57%
IWC
37
Integrated Wealth Concepts
Massachusetts
$1.37M 52,786 +9,901 +23%
TFS
38
Thoroughbred Financial Services
Tennessee
$1.27M 48,989 +48,989 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1.25M 48,324 +48,324 New
PGAM
40
Princeton Global Asset Management
New Jersey
$1.18M 45,702 +33,918 +288%
CWM
41
Cornerstone Wealth Management
Missouri
$1.15M 44,587 +16,937 +61%
LFAS
42
Level Four Advisory Services
Texas
$1.13M 43,926 -3,532 -7%
BFG
43
Barber Financial Group
Kansas
$999K 38,618 -126,905 -77%
IWM
44
IHT Wealth Management
Illinois
$970K 37,507 +6,274 +20%
CF
45
Centaurus Financial
California
$970K 37,517 +37,517 New
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$932K 36,051 -21,316 -37%
Ameriprise
47
Ameriprise
Minnesota
$924K 37,127 +37,127 New
Allianz Asset Management
48
Allianz Asset Management
Germany
$916K 35,408 -71,286 -67%
AWM
49
AE Wealth Management
Kansas
$853K 32,997 +32,997 New
SMG
50
Smart Money Group
Texas
$725K 28,054 -254 -0.9%
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