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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

119 hedge funds and large institutions have $704M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
39
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$380M
2
CCFM
2
Clear Creek Financial Management
Washington
$7.43M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.7M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.11M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$12M
2
SGI
2
Summit Global Investments
Utah
$1.21M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.75M
4
Citadel Advisors
4
Citadel Advisors
Florida
$918K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$4.09M
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
26
Rehmann Capital Advisory Group
Michigan
$3.52M 88,345 -14,876 -14%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$3.11M 81,698 +81,698 New
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$2.92M 76,715 -61,228 -44%
FTUS
29
Flow Traders U.S.
New York
$2.79M 73,387 +30,100 +70%
CF
30
Centaurus Financial
California
$2.7M 70,863 -468 -0.7%
SPC
31
Sigma Planning Corp
Michigan
$2.46M 64,599 -3,836 -6%
CAN
32
Cetera Advisor Networks
California
$1.98M 52,054 +45,124 +651%
PFA
33
Professional Financial Advisors
Nebraska
$1.88M 49,361 +1,823 +4%
BMCM
34
Burns Matteson Capital Management
New York
$1.8M 47,253 -1,531 -3%
SAS
35
Sanford Advisory Services
Michigan
$1.78M 46,704 +951 +2%
IWM
36
IHT Wealth Management
Illinois
$1.76M 46,342 +1,662 +4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.75M 45,920 -120,318 -72%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.5M 39,512 +2,327 +6%
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.43M 37,590 -755 -2%
AFP
40
Ausdal Financial Partners
Iowa
$1.24M 32,530 -8,698 -21%
SGI
41
Summit Global Investments
Utah
$1.21M 31,843 -174,545 -85%
APWM
42
Atlas Private Wealth Management
New York
$1.17M 30,856 +5,298 +21%
PAG
43
Private Advisor Group
New Jersey
$1.09M 28,581 -2,368 -8%
BPA
44
Beacon Pointe Advisors
California
$1.02M 26,902 +26,902 New
TRCT
45
Tower Research Capital (TRC)
New York
$1.01M 26,487 +11,803 +80%
FFN
46
Focus Financial Network
Minnesota
$1M 26,387 +4,310 +20%
BI
47
Berkeley Inc
Idaho
$984K 25,873 -895 -3%
AA
48
ACT Advisors
North Carolina
$980K 25,803 -612 -2%
Citadel Advisors
49
Citadel Advisors
Florida
$918K 24,123 -93,947 -80%
KPWS
50
Kestra Private Wealth Services
Texas
$819K 21,524 -29,588 -58%
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