SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

121 hedge funds and large institutions have $662M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
27
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$49.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.56M
5
WMR
5
Wealth Management Resources
Rhode Island
$8.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$44.7M
2
SGI
2
Summit Global Investments
Utah
$2.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$208K
4
APWM
4
Atlas Private Wealth Management
New York
$0
5
PFA
5
Professional Financial Advisors
Nebraska
$799K
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$2.08M 60,912 -543 -0.9%
HNWAG
27
High Net Worth Advisory Group
Florida
$2.02M 59,205 -5,375 -8%
AWC
28
Adamsbrown Wealth Consultants
Kansas
$1.67M 49,037 -4,885 -9%
LS
29
Leelyn Smith
Illinois
$1.66M 48,562 -3,310 -6%
Jane Street
30
Jane Street
New York
$1.62M 47,663 +47,663 New
BMCM
31
Burns Matteson Capital Management
New York
$1.49M 43,794 -121 -0.3%
CAG
32
Curtis Advisory Group
California
$1.47M 43,112 +43,112 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$1.19M 35,008 +4 +0%
IWM
34
IHT Wealth Management
Illinois
$1.15M 33,599 +720 +2%
HSA
35
HBK Sorce Advisory
Pennsylvania
$1.01M 29,562 -13,542 -31%
Citadel Advisors
36
Citadel Advisors
Florida
$921K 27,031 -1,886 -7%
Wells Fargo
37
Wells Fargo
California
$896K 26,315 +13,626 +107%
PAG
38
Private Advisor Group
New Jersey
$872K 25,591 +1,607 +7%
EAM
39
Empirical Asset Management
Massachusetts
$858K 25,182 -6,277 -20%
SAS
40
Sanford Advisory Services
Michigan
$824K 24,194 -311 -1%
MW
41
Marcum Wealth
Ohio
$818K 24,011 +1,162 +5%
PFA
42
Professional Financial Advisors
Nebraska
$799K 23,443 -33,943 -59%
AA
43
ACT Advisors
North Carolina
$751K 22,033 -432 -2%
TGAM
44
TBH Global Asset Management
Tennessee
$700K 20,559 -147 -0.7%
CWM
45
Cornerstone Wealth Management
Missouri
$700K 20,543 +20,543 New
CF
46
Centaurus Financial
California
$669K 19,651 -7,978 -29%
TRCT
47
Tower Research Capital (TRC)
New York
$661K 19,409 -889 -4%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$641K 18,837 -1,981 -10%
KWM
49
Kingsview Wealth Management
Oregon
$618K 18,140 -2,638 -13%
AWM
50
Apollon Wealth Management
South Carolina
$616K 18,073 -1,792 -9%
1
2
3 4 5