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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

120 hedge funds and large institutions have $920M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
34
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$147M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$155M
3
RJA
3
Raymond James & Associates
Florida
$451M
4
SMA
4
Sage Mountain Advisors
Georgia
$1.18M
5
CPC
5
Consolidated Planning Corp
Georgia
$975K

Top Sellers

1
SGI
1
Summit Global Investments
Utah
$4.61M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$14.3M
3
TFA
3
Transamerica Financial Advisors
Florida
$8K
4
Bank of America
4
Bank of America
North Carolina
$38.4M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
26
Burns Matteson Capital Management
New York
$1.44M -$46.9K -1,315 -3%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.24M +$9.32K +261 +0.8%
SMA
28
Sage Mountain Advisors
Georgia
$1.18M +$1.18M +33,080 New
KAS
29
Kestra Advisory Services
Texas
$1.17M -$818K -22,914 -41%
LS
30
Leelyn Smith
Illinois
$1.05M -$86.7K -2,429 -8%
IWM
31
IHT Wealth Management
Illinois
$977K -$233K -6,527 -19%
CPC
32
Consolidated Planning Corp
Georgia
$975K +$975K +27,328 New
AWM
33
Axxcess Wealth Management
California
$969K -$5.6K -157 -0.6%
Wells Fargo
34
Wells Fargo
California
$892K -$256K -7,166 -22%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$880K +$418K +11,724 +91%
MW
36
Marcum Wealth
Ohio
$808K +$8.46K +237 +1%
PAG
37
Private Advisor Group
New Jersey
$769K +$13.4K +376 +2%
PIMG
38
Patriot Investment Management Group
Tennessee
$696K – – –
RPG
39
Resource Planning Group
Georgia
$691K +$691K +19,375 New
MFWP
40
Mosaic Family Wealth Partners
Missouri
$605K -$50K -1,402 -8%
Truist Financial
41
Truist Financial
North Carolina
$597K +$8.71K +244 +1%
ECM
42
Evergreen Capital Management
Washington
$595K – – –
PCIA
43
Prime Capital Investment Advisors
Kansas
$552K +$552K +15,479 New
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$504K -$160K -4,479 -24%
FFA
45
Fortune Financial Advisors
Kansas
$499K -$106K -2,978 -18%
Two Sigma Investments
46
Two Sigma Investments
New York
$496K +$7.14K +200 +1%
Morgan Stanley
47
Morgan Stanley
New York
$483K +$160K +4,471 +49%
HSA
48
HBK Sorce Advisory
Pennsylvania
$480K -$7.35K -206 -2%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$460K -$24.3K -680 -5%
CCA
50
Criterion Capital Advisors
Tennessee
$457K +$457K +12,809 New
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