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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

121 hedge funds and large institutions have $655M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 9 closing their positions.

Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
43
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$57.1M
3
Bank of America
3
Bank of America
North Carolina
$45.7M
4
SGI
4
Summit Global Investments
Utah
$5.46M
5
TFA
5
Transamerica Financial Advisors
Florida
$2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.5M
2
Ameriprise
2
Ameriprise
Minnesota
$7.09M
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.47M
4
TRCT
4
Tower Research Capital (TRC)
New York
$29K
5
Jane Street
5
Jane Street
New York
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.7M 53,152 -7,760 -13%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.5M 46,909 -143,919 -75%
AAS
28
Ameritas Advisory Services
Nebraska
$1.47M 46,171 -19,583 -30%
BMCM
29
Burns Matteson Capital Management
New York
$1.4M 43,736 -58 -0.1%
AWC
30
Adamsbrown Wealth Consultants
Kansas
$1.31M 41,019 -8,018 -16%
CAG
31
Curtis Advisory Group
California
$1.29M 40,365 -2,747 -6%
LS
32
Leelyn Smith
Illinois
$1.18M 36,991 -11,571 -24%
FFWM
33
Future Financial Wealth Management
Ohio
$1.16M 34,076 +34,076 New
Citadel Advisors
34
Citadel Advisors
Florida
$1.16M 36,212 +9,181 +34%
Jane Street
35
Jane Street
New York
$1.13M 35,395 -12,268 -26%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.11M 34,798 -210 -0.6%
IWM
37
IHT Wealth Management
Illinois
$1.09M 34,268 +669 +2%
Goldman Sachs
38
Goldman Sachs
New York
$1.02M 31,961 +31,961 New
SI
39
Saxon Interests
Texas
$999K 30,267 +30,267 New
Wells Fargo
40
Wells Fargo
California
$947K 29,678 +3,363 +13%
HSA
41
HBK Sorce Advisory
Pennsylvania
$881K 27,591 -1,971 -7%
SAS
42
Sanford Advisory Services
Michigan
$761K 23,858 -336 -1%
PFA
43
Professional Financial Advisors
Nebraska
$743K 23,272 -171 -0.7%
MW
44
Marcum Wealth
Ohio
$728K 22,803 -1,208 -5%
PAG
45
Private Advisor Group
New Jersey
$695K 21,784 -3,807 -15%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$658K 20,625 +14,518 +238%
EAM
47
Empirical Asset Management
Massachusetts
$655K 20,531 -4,651 -18%
CWM
48
Cornerstone Wealth Management
Missouri
$654K 20,505 -38 -0.2%
TGAM
49
TBH Global Asset Management
Tennessee
$636K 19,941 -618 -3%
ACM
50
Armbruster Capital Management
New York
$636K 19,925 +9,825 +97%
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