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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

115 hedge funds and large institutions have $680M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
35
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGI
1
Summit Global Investments
Utah
$7.61M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$6.58M
3
AIC
3
Ameritas Investment Company
Nebraska
$7.59M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.35M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$7.43M
2
Bank of America
2
Bank of America
North Carolina
$59.2M
3
UWM
3
USAdvisors Wealth Management
Minnesota
$723K
4
CCFM
4
Clear Creek Financial Management
Washington
$1.61M
5
TWP
5
Tower Wealth Partners
Pennsylvania
$400K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$3.91M 106,008 -1,474 -1%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$3.8M 103,221 -725 -0.7%
RJT
28
Raymond James Trust
Florida
$3.61M 97,873 +6,412 +7%
PG
29
Prostatis Group
Maryland
$3.53M 95,910 +72,233 +305%
AWM
30
AE Wealth Management
Kansas
$3.07M 83,187 +36,646 +79%
SFA
31
Stewardship Financial Advisors
Georgia
$2.98M 80,756 +619 +0.8%
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$2.69M 91,800 -5,200 -5%
CF
33
Centaurus Financial
California
$2.63M 71,331 -217 -0.3%
SPC
34
Sigma Planning Corp
Michigan
$2.52M 68,435 -5,326 -7%
KPWS
35
Kestra Private Wealth Services
Texas
$1.88M 51,112 -57,821 -53%
BMCM
36
Burns Matteson Capital Management
New York
$1.8M 48,784 -5,557 -10%
PFA
37
Professional Financial Advisors
Nebraska
$1.75M 47,538 +45,852 +2,720%
AI
38
Atria Investments
North Carolina
$1.69M 45,814 -1,643 -3%
SAS
39
Sanford Advisory Services
Michigan
$1.69M 45,753 -27,852 -38%
IWM
40
IHT Wealth Management
Illinois
$1.65M 44,680 +4,646 +12%
CCFM
41
Clear Creek Financial Management
Washington
$1.61M 42,420 -219,919 -84%
FTUS
42
Flow Traders U.S.
New York
$1.6M 43,287 -53,943 -55%
AFP
43
Ausdal Financial Partners
Iowa
$1.52M 41,228 -25,967 -39%
IWC
44
Integrated Wealth Concepts
Massachusetts
$1.41M 38,345 -1,889 -5%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.37M 37,185 -15,883 -30%
PAG
46
Private Advisor Group
New Jersey
$1.14M 30,949 -34,342 -53%
TGAM
47
TBH Global Asset Management
Tennessee
$1.03M 27,897 +1,395 +5%
AA
48
ACT Advisors
North Carolina
$1.01M 26,415 +61 +0.2%
BI
49
Berkeley Inc
Idaho
$986K 26,768 -1,124 -4%
APWM
50
Atlas Private Wealth Management
New York
$942K 25,558 +18,176 +246%
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