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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

126 hedge funds and large institutions have $749M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
43
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$78.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$76.2M
3
RJA
3
Raymond James & Associates
Florida
$386M
4
Bank of America
4
Bank of America
North Carolina
$53.5M
5
Ameriprise
5
Ameriprise
Minnesota
$9.93M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$746K
2
Jane Street
2
Jane Street
New York
$0
3
LPL Financial
3
LPL Financial
California
$9.86M
4
Goldman Sachs
4
Goldman Sachs
New York
$259K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.86M 53,697 +17,485 +48%
SPIA
27
Steward Partners Investment Advisory
New York
$1.82M 52,479 -673 -1%
HSA
28
HBK Sorce Advisory
Pennsylvania
$1.66M 47,880 +20,289 +74%
BMCM
29
Burns Matteson Capital Management
New York
$1.51M 43,782 +46 +0.1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.5M 43,338 -3,571 -8%
AWM
31
Apollon Wealth Management
South Carolina
$1.34M 38,638 +18,953 +96%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.23M 35,587 +789 +2%
IWM
33
IHT Wealth Management
Illinois
$1.19M 34,358 +90 +0.3%
SAS
34
Sanford Advisory Services
Michigan
$1.18M 34,244 +10,386 +44%
FFWM
35
Future Financial Wealth Management
Ohio
$1.16M 33,557 -519 -2%
DWMG
36
DB Wealth Management Group
California
$1.06M 30,744 +20,003 +186%
AWC
37
Adamsbrown Wealth Consultants
Kansas
$1.03M 29,741 -11,278 -27%
Wells Fargo
38
Wells Fargo
California
$1.03M 29,672 -6 -0%
SI
39
Saxon Interests
Texas
$996K 28,454 -1,813 -6%
AAS
40
Ameritas Advisory Services
Nebraska
$955K 27,602 -18,569 -40%
CAG
41
Curtis Advisory Group
California
$861K 24,871 -15,494 -38%
PFA
42
Professional Financial Advisors
Nebraska
$768K 22,208 -1,064 -5%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$746K 21,550 -96,194 -82%
MW
44
Marcum Wealth
Ohio
$730K 21,102 -1,701 -7%
ACM
45
Armbruster Capital Management
New York
$695K 20,100 +175 +0.9%
TGAM
46
TBH Global Asset Management
Tennessee
$685K 19,805 -136 -0.7%
AWM
47
Axxcess Wealth Management
California
$670K 19,352 +19,352 New
PIMG
48
Patriot Investment Management Group
Tennessee
$660K 18,502 – –
EAM
49
Empirical Asset Management
Massachusetts
$654K 18,890 -1,641 -8%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$650K 18,784 +3,345 +22%
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