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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

119 hedge funds and large institutions have $679M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
21
Increased
47
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$8.89M
2
TWP
2
Tower Wealth Partners
Pennsylvania
$7.79M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$27.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.99M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$12.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.4M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$815K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$23.9M
4
KAS
4
Kestra Advisory Services
Texas
$9.93M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.53M
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
26
Ameritas Investment Company
Nebraska
$3.51M 103,453 +16,117 +18%
Goldman Sachs
27
Goldman Sachs
New York
$3.39M 100,000 -52,111 -34%
FTUS
28
Flow Traders U.S.
New York
$3.3M 97,230 +97,230 New
RJT
29
Raymond James Trust
Florida
$3.1M 91,461 +601 +0.7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.73M 80,661 +8,349 +12%
SFA
31
Stewardship Financial Advisors
Georgia
$2.72M 80,137 -116,532 -59%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
– – – –
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$2.57M 97,000 – –
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$2.53M 74,703 -185,928 -71%
Stifel Financial
35
Stifel Financial
Missouri
$2.53M 74,559 +3,704 +5%
SPC
36
Sigma Planning Corp
Michigan
$2.5M 73,761 +20,427 +38%
SAS
37
Sanford Advisory Services
Michigan
$2.49M 73,605 +73,605 New
CF
38
Centaurus Financial
California
$2.43M 71,548 +65,419 +1,067%
AFP
39
Ausdal Financial Partners
Iowa
$2.28M 67,195 -1,359 -2%
PAG
40
Private Advisor Group
New Jersey
$2.21M 65,291 -44,169 -40%
PPWM
41
PFG Private Wealth Management
Florida
$2.2M 64,893 +6,368 +11%
BMCM
42
Burns Matteson Capital Management
New York
$1.84M 54,341 +54,341 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.8M 53,068 +36,982 +230%
AI
44
Atria Investments
North Carolina
$1.61M 47,457 +5,122 +12%
AWM
45
AE Wealth Management
Kansas
$1.58M 46,541 +7,988 +21%
NA
46
Nottingham Advisors
New York
$1.38M 40,560 -19,900 -33%
IWC
47
Integrated Wealth Concepts
Massachusetts
$1.36M 40,234 -2,944 -7%
IWM
48
IHT Wealth Management
Illinois
$1.36M 40,034 +21,423 +115%
Citadel Advisors
49
Citadel Advisors
Florida
$1.24M 36,598 -179,142 -83%
CB
50
Community Bank
New York
$1.12M 33,184 -20,000 -38%
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