SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

122 hedge funds and large institutions have $245M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% 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
26
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$6.22M
2
EWM
2
Executive Wealth Management
Michigan
$5.55M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.62M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$660K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.2M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$8.14M
2
RJT
2
Raymond James Trust
Florida
$402K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$30.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.38M -$18.9K -462 -1%
SMA
27
Sage Mountain Advisors
Georgia
$1.35M – – –
KAS
28
Kestra Advisory Services
Texas
$1.22M +$2.29K +56 +0.2%
LS
29
Leelyn Smith
Illinois
$1.2M -$2.24K -55 -0.2%
MSAM
30
Moloney Securities Asset Management
Missouri
$1.16M +$116K +2,847 +11%
SPIA
31
Steward Partners Investment Advisory
New York
$1.12M -$442K -10,830 -28%
AWM
32
Apollon Wealth Management
South Carolina
$1.07M -$711K -17,424 -40%
PCIA
33
Prime Capital Investment Advisors
Kansas
$1.02M -$79K -1,937 -7%
AWM
34
Axxcess Wealth Management
California
$924K -$39.8K -976 -4%
PAG
35
Private Advisor Group
New Jersey
$920K -$12.3K -301 -1%
PIMG
36
Patriot Investment Management Group
Tennessee
$847K – – –
Citadel Advisors
37
Citadel Advisors
Florida
$778K -$389K -9,531 -33%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$660K +$660K +16,181 New
Wells Fargo
39
Wells Fargo
California
$659K -$433K -10,617 -40%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$567K +$432K +10,585 +320%
FFA
41
Fortune Financial Advisors
Kansas
$543K -$10.7K -262 -2%
MFWP
42
Mosaic Family Wealth Partners
Missouri
$533K -$127K -3,125 -19%
Jane Street
43
Jane Street
New York
$523K +$523K +12,807 New
MML Investors Services
44
MML Investors Services
Massachusetts
$512K -$629K -15,411 -55%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$496K -$170K -4,159 -26%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$491K +$3.14K +77 +0.6%
HSA
47
HBK Sorce Advisory
Pennsylvania
$433K -$49K -1,201 -10%
IWM
48
IHT Wealth Management
Illinois
$428K -$44.6K -1,093 -9%
Osaic Holdings
49
Osaic Holdings
Arizona
$428K +$97.1K +2,379 +29%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$428K -$36.7K -900 -8%
1
2
3 4 5