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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

124 hedge funds and large institutions have $709M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
50
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$408M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$44.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.3M
4
SGI
4
Summit Global Investments
Utah
$5.53M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.87M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12.8M
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
BPA
3
Beacon Pointe Advisors
California
$5.27M
4
Bank of America
4
Bank of America
North Carolina
$51.9M
5
AAS
5
Ameritas Advisory Services
Nebraska
$3.67M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
26
Professional Financial Advisors
Nebraska
$2.13M 57,386 +3,637 +7%
AWC
27
Adamsbrown Wealth Consultants
Kansas
$2.01M 53,922 -2,248 -4%
LS
28
Leelyn Smith
Illinois
$1.93M 51,872 -891 -2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.87M 50,354 +50,354 New
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.87M 50,307 +14,036 +39%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.84M 49,521 +3,497 +8%
BMCM
32
Burns Matteson Capital Management
New York
$1.63M 43,915 -1,235 -3%
HSA
33
HBK Sorce Advisory
Pennsylvania
$1.6M 43,104 -30,541 -41%
IWC
34
Integrated Wealth Concepts
Massachusetts
$1.3M 35,004 -2,816 -7%
APWM
35
Atlas Private Wealth Management
New York
$1.28M 34,391 +660 +2%
IWM
36
IHT Wealth Management
Illinois
$1.22M 32,879 -534 -2%
EAM
37
Empirical Asset Management
Massachusetts
$1.17M 31,459 +3,724 +13%
Citadel Advisors
38
Citadel Advisors
Florida
$1.08M 28,917 +14,434 +100%
CF
39
Centaurus Financial
California
$1.03M 27,629 -45,423 -62%
PG
40
Prostatis Group
Maryland
$961K 25,856 -3,764 -13%
SAS
41
Sanford Advisory Services
Michigan
$911K 24,505 -6,290 -20%
PAG
42
Private Advisor Group
New Jersey
$892K 23,984 -121 -0.5%
MW
43
Marcum Wealth
Ohio
$850K 22,849 +920 +4%
FTUS
44
Flow Traders U.S.
New York
$845K 22,723 +14,335 +171%
AA
45
ACT Advisors
North Carolina
$835K 22,465 +49 +0.2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$774K 20,818 +20,748 +29,640%
KWM
47
Kingsview Wealth Management
Oregon
$773K 20,778 +417 +2%
TGAM
48
TBH Global Asset Management
Tennessee
$770K 20,706 -9,163 -31%
TRCT
49
Tower Research Capital (TRC)
New York
$755K 20,298 +190 +0.9%
AWM
50
Apollon Wealth Management
South Carolina
$739K 19,865 +4,546 +30%
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