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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

101 hedge funds and large institutions have $576M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
18
Increased
41
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$262M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.8M
3
Bank of America
3
Bank of America
North Carolina
$80.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$26.5M
5
W
5
Wealthquest
Ohio
$4.62M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$624K
2
PA
2
Paragon Advisors
Texas
$442K
3
RTS
3
Round Table Services
New Jersey
$1.71M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAS
26
Wealth Advisory Solutions
Indiana
$2.52M 86,957 +453 +0.5%
PAG
27
Private Advisor Group
New Jersey
$2.39M 82,287 +27,004 +49%
Ameriprise
28
Ameriprise
Minnesota
$2.38M 82,100 +44,973 +121%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
– – – –
IFS
30
Ifrah Financial Services
Arkansas
$2.17M 74,968 +2,479 +3%
AFP
31
Ausdal Financial Partners
Iowa
$1.99M 68,554 -3,129 -4%
PGAM
32
Princeton Global Asset Management
New Jersey
$1.78M 61,496 +15,794 +35%
RTS
33
Round Table Services
New Jersey
$1.71M 59,098 -104,988 -64%
PPWM
34
PFG Private Wealth Management
Florida
$1.63M 56,185 +56,185 New
CB
35
Community Bank
New York
$1.54M 53,184 -21,110 -28%
CWM
36
Cornerstone Wealth Management
Missouri
$1.37M 47,163 +2,576 +6%
IWC
37
Integrated Wealth Concepts
Massachusetts
$1.34M 46,060 -6,726 -13%
AI
38
Atria Investments
North Carolina
$1.33M 45,780 -14,516 -24%
PG
39
Prostatis Group
Maryland
$1.27M 43,771 +43,771 New
LFAS
40
Level Four Advisory Services
Texas
$1.26M 43,269 -657 -1%
SPC
41
Sigma Planning Corp
Michigan
$1.23M 42,378 -13,205 -24%
CAC
42
Certified Advisory Corp
Florida
$1.13M 39,035 +39,035 New
BFG
43
Barber Financial Group
Kansas
$1.09M 37,561 -1,057 -3%
CF
44
Centaurus Financial
California
$1.08M 37,278 -239 -0.6%
AWM
45
AE Wealth Management
Kansas
$1.04M 35,969 +2,972 +9%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$869K 29,981 -18,343 -38%
SWP
47
Stratos Wealth Partners
Ohio
$798K 27,534 -46,226 -63%
COF
48
Capital One Financial
Virginia
$666K 22,965 +8,719 +61%
Allianz Asset Management
49
Allianz Asset Management
Germany
$633K 21,835 -13,573 -38%
TGAM
50
TBH Global Asset Management
Tennessee
$632K 21,794 +11,420 +110%
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