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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

126 hedge funds and large institutions have $768M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
126
Holders Change
–
Holders Change %
0%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
39
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$92.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$88.7M
3
RJA
3
Raymond James & Associates
Florida
$394M
4
SGI
4
Summit Global Investments
Utah
$8.04M
5
Wells Fargo
5
Wells Fargo
California
$2.49M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$17.2M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.52M
4
Citadel Advisors
4
Citadel Advisors
Florida
$592K
5
Bank of America
5
Bank of America
North Carolina
$52.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.7M 49,105 +5,767 +13%
FFWM
27
Future Financial Wealth Management
Ohio
$1.56M 44,997 +11,440 +34%
BMCM
28
Burns Matteson Capital Management
New York
$1.48M 42,686 -1,096 -3%
Goldman Sachs
29
Goldman Sachs
New York
$1.45M 41,944 +34,465 +461%
AWM
30
Apollon Wealth Management
South Carolina
$1.4M 40,301 +1,663 +4%
IWC
31
Integrated Wealth Concepts
Massachusetts
$1.25M 36,099 +512 +1%
IWM
32
IHT Wealth Management
Illinois
$1.19M 34,363 +5 +0%
LS
33
Leelyn Smith
Illinois
$1.14M 32,882 -26,274 -44%
DWMG
34
DB Wealth Management Group
California
$1.08M 31,083 +339 +1%
AWC
35
Adamsbrown Wealth Consultants
Kansas
$1.06M 30,676 +935 +3%
AWM
36
Axxcess Wealth Management
California
$948K 27,348 +7,996 +41%
HSA
37
HBK Sorce Advisory
Pennsylvania
$756K 21,791 -26,089 -54%
MW
38
Marcum Wealth
Ohio
$745K 21,481 +379 +2%
PAG
39
Private Advisor Group
New Jersey
$740K 21,341 -139 -0.6%
AAS
40
Ameritas Advisory Services
Nebraska
$721K 20,731 -6,871 -25%
ACM
41
Armbruster Capital Management
New York
$717K 20,675 +575 +3%
CWM
42
Cornerstone Wealth Management
Missouri
$704K 20,291 +20,291 New
TGAM
43
TBH Global Asset Management
Tennessee
$675K 19,455 -350 -2%
MFWP
44
Mosaic Family Wealth Partners
Missouri
$662K 19,079 +4,652 +32%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$646K 18,635 +18,635 New
CAN
46
Cetera Advisor Networks
California
$642K 18,501 -256 -1%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$628K 18,099 +255 +1%
PIMG
48
Patriot Investment Management Group
Tennessee
$626K 18,057 -445 -2%
Citadel Advisors
49
Citadel Advisors
Florida
$592K 17,070 -36,627 -68%
ECM
50
Evergreen Capital Management
Washington
$578K 16,680 +50 +0.3%
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