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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

133 hedge funds and large institutions have $747M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
44
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$417M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$39.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.8M
4
CCC
4
Crescent Capital Consulting
Louisiana
$1.96M
5
CWM
5
Cornerstone Wealth Management
Missouri
$7.75M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$731K
2
Bank of America
2
Bank of America
North Carolina
$56.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$202K
4
PG
4
Prostatis Group
Maryland
$1.16M
5
FTUS
5
Flow Traders U.S.
New York
$328K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$2.51M +$430 +11 +0%
HNWAG
27
High Net Worth Advisory Group
Florida
$2.38M +$2.38M +60,905 New
AWC
28
Adamsbrown Wealth Consultants
Kansas
$2.2M +$2.2M +56,170 New
PFA
29
Professional Financial Advisors
Nebraska
$2.1M +$90.1K +2,306 +4%
LS
30
Leelyn Smith
Illinois
$2.06M -$41.9K -1,072 -2%
CCC
31
Crescent Capital Consulting
Louisiana
$1.96M +$1.42M +36,188 +261%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.8M +$16.4K +420 +0.9%
BMCM
33
Burns Matteson Capital Management
New York
$1.76M -$76.3K -1,953 -4%
IWC
34
Integrated Wealth Concepts
Massachusetts
$1.48M -$14.3K -365 -1%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$1.42M -$928K -23,742 -40%
APWM
36
Atlas Private Wealth Management
New York
$1.32M +$58.9K +1,505 +5%
IWM
37
IHT Wealth Management
Illinois
$1.31M -$275K -7,024 -17%
SMA
38
Sage Mountain Advisors
Georgia
$1.29M +$1.29M +33,080 New
AFP
39
Ausdal Financial Partners
Iowa
$1.26M – – –
SAS
40
Sanford Advisory Services
Michigan
$1.2M -$154K -3,936 -11%
TGAM
41
TBH Global Asset Management
Tennessee
$1.17M +$510K +13,054 +78%
PG
42
Prostatis Group
Maryland
$1.16M -$3.18M -81,238 -73%
SGI
43
Summit Global Investments
Utah
$1.13M -$1.61M -41,207 -59%
EAM
44
Empirical Asset Management
Massachusetts
$1.08M +$1.08M +27,735 New
MFW
45
Mosaic Family Wealth
Missouri
$958K +$72K +1,842 +8%
PAG
46
Private Advisor Group
New Jersey
$942K -$174K -4,449 -16%
BI
47
Berkeley Inc
Idaho
$880K -$127K -3,254 -13%
AA
48
ACT Advisors
North Carolina
$876K -$136K -3,492 -13%
MW
49
Marcum Wealth
Ohio
$857K +$12.9K +331 +2%
KWM
50
Kingsview Wealth Management
Oregon
$796K +$120K +3,060 +18%
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