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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

122 hedge funds and large institutions have $735M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
41
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$483M
2
RJT
2
Raymond James Trust
Florida
$5.23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.12M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$1.03M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$46.8M
3
Ameriprise
3
Ameriprise
Minnesota
$7.12M
4
WFA
4
Wade Financial Advisory
California
$2.85M
5
LPL Financial
5
LPL Financial
California
$6.44M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.34M 35,712 -9,243 -21%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.29M 34,510 -129 -0.4%
SMA
28
Sage Mountain Advisors
Georgia
$1.24M 33,080 – –
KAS
29
Kestra Advisory Services
Texas
$1.16M 30,908 -2,011 -6%
LS
30
Leelyn Smith
Illinois
$1.15M 30,719 +1,354 +5%
PCIA
31
Prime Capital Investment Advisors
Kansas
$1.03M 27,581 +12,102 +78%
CPC
32
Consolidated Planning Corp
Georgia
$1.01M 27,075 -253 -0.9%
Wells Fargo
33
Wells Fargo
California
$981K 26,198 +1,216 +5%
AWM
34
Axxcess Wealth Management
California
$916K 24,471 -2,692 -10%
MW
35
Marcum Wealth
Ohio
$886K 23,645 +1,011 +4%
PAG
36
Private Advisor Group
New Jersey
$866K 23,137 +1,602 +7%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$825K 22,027 -2,623 -11%
PIMG
38
Patriot Investment Management Group
Tennessee
$778K 20,772 +1,277 +7%
IWM
39
IHT Wealth Management
Illinois
$680K 18,165 -9,199 -34%
MFWP
40
Mosaic Family Wealth Partners
Missouri
$678K 18,104 +1,157 +7%
Truist Financial
41
Truist Financial
North Carolina
$627K 16,746 +8 +0%
ECM
42
Evergreen Capital Management
Washington
$625K 16,680 – –
FFA
43
Fortune Financial Advisors
Kansas
$510K 13,607 -381 -3%
AWC
44
Adamsbrown Wealth Consultants
Kansas
$467K 12,466 +246 +2%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$464K 12,397 -501 -4%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$456K 12,188 -1,921 -14%
HSA
47
HBK Sorce Advisory
Pennsylvania
$450K 12,029 -1,422 -11%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$447K 11,930 +39 +0.3%
FIM
49
Freedom Investment Management
Connecticut
$447K 11,931 +11,931 New
BI
50
Berkeley Inc
Idaho
$440K 11,759 -813 -6%
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