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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

125 hedge funds and large institutions have $694M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
44
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$381M
2
AIC
2
Ameritas Investment Company
Nebraska
$9.44M
3
BPA
3
Beacon Pointe Advisors
California
$8.37M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$27.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.2M

Top Sellers

1
LS
1
Leelyn Smith
Illinois
$2M
2
CCFM
2
Clear Creek Financial Management
Washington
$3.26M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$211K
4
FFN
4
Focus Financial Network
Minnesota
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
CCFM
26
Clear Creek Financial Management
Washington
$3.26M 87,857 -107,525 -55%
CF
27
Centaurus Financial
California
$2.73M 73,698 +2,835 +4%
SGI
28
Summit Global Investments
Utah
$2.6M 70,152 +38,309 +120%
FTUS
29
Flow Traders U.S.
New York
$2.54M 68,534 -4,853 -7%
SPC
30
Sigma Planning Corp
Michigan
$2.38M 64,181 -418 -0.6%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.23M 60,013 -21,685 -27%
CAN
32
Cetera Advisor Networks
California
$2.03M 54,694 +2,640 +5%
LS
33
Leelyn Smith
Illinois
$2M 53,835 -346,672 -87%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$1.92M 51,872 -24,843 -32%
PFA
35
Professional Financial Advisors
Nebraska
$1.91M 51,443 +2,082 +4%
BMCM
36
Burns Matteson Capital Management
New York
$1.75M 47,103 -150 -0.3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.69M 45,604 -316 -0.7%
FC
38
Fulcrum Capital
Washington
$1.62M 43,612 +43,612 New
IWM
39
IHT Wealth Management
Illinois
$1.5M 40,437 -5,905 -13%
IWC
40
Integrated Wealth Concepts
Massachusetts
$1.42M 38,185 +595 +2%
SAS
41
Sanford Advisory Services
Michigan
$1.29M 34,731 -11,973 -26%
AFP
42
Ausdal Financial Partners
Iowa
$1.2M 32,216 -314 -1%
APWM
43
Atlas Private Wealth Management
New York
$1.2M 32,226 +1,370 +4%
PAG
44
Private Advisor Group
New Jersey
$1.06M 28,554 -27 -0.1%
AA
45
ACT Advisors
North Carolina
$961K 25,908 +105 +0.4%
BI
46
Berkeley Inc
Idaho
$955K 25,755 -118 -0.5%
MFW
47
Mosaic Family Wealth
Missouri
$841K 22,670 +4,856 +27%
MW
48
Marcum Wealth
Ohio
$801K 21,598 +380 +2%
UWM
49
USAdvisors Wealth Management
Minnesota
$797K 21,506 +11,369 +112%
Wells Fargo
50
Wells Fargo
California
$736K 19,873 +7,389 +59%
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