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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

105 hedge funds and large institutions have $612M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
45
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$19.3M
2
RJA
2
Raymond James & Associates
Florida
$279M
3
KAS
3
Kestra Advisory Services
Texas
$14.3M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$7.62M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.9M
2
IDA
2
Intelligence Driven Advisers
California
$910K
3
Bank of America
3
Bank of America
North Carolina
$70.2M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
LPL Financial
5
LPL Financial
California
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$3.15M 107,767 +107,767 New
RCAG
27
Rehmann Capital Advisory Group
Michigan
$3.08M 105,466 -2,602 -2%
WAS
28
Wealth Advisory Solutions
Indiana
$2.87M 98,204 +11,247 +13%
WFA
29
Wade Financial Advisory
California
$2.84M 97,267 +6,833 +8%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
– – – –
RJT
31
Raymond James Trust
Florida
$2.66M 90,860 +2,332 +3%
AIC
32
Ameritas Investment Company
Nebraska
$2.53M 87,336 – –
IFS
33
Ifrah Financial Services
Arkansas
$2.28M 78,180 +3,212 +4%
CWM
34
Cornerstone Wealth Management
Missouri
$2.2M 75,424 +28,261 +60%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$2.13M 97,000 +97,000 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.11M 72,312 -16,780 -19%
Stifel Financial
37
Stifel Financial
Missouri
$2.07M 70,855 +70,855 New
AFP
38
Ausdal Financial Partners
Iowa
$2M 68,554 – –
PG
39
Prostatis Group
Maryland
$1.91M 65,364 +21,593 +49%
NA
40
Nottingham Advisors
New York
$1.77M 60,460 -3,913 -6%
PPWM
41
PFG Private Wealth Management
Florida
$1.71M 58,525 +2,340 +4%
SPC
42
Sigma Planning Corp
Michigan
$1.56M 53,334 +10,956 +26%
CB
43
Community Bank
New York
$1.55M 53,184 – –
IWC
44
Integrated Wealth Concepts
Massachusetts
$1.26M 43,178 -2,882 -6%
AI
45
Atria Investments
North Carolina
$1.24M 42,335 -3,445 -8%
AWM
46
AE Wealth Management
Kansas
$1.13M 38,553 +2,584 +7%
RTS
47
Round Table Services
New Jersey
$1.13M 38,498 -20,600 -35%
VCM
48
Verde Capital Management
Michigan
$960K 32,842 +32,842 New
IDA
49
Intelligence Driven Advisers
California
$910K 31,156 -519,400 -94%
BFG
50
Barber Financial Group
Kansas
$826K 28,257 -9,304 -25%
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