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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

124 hedge funds and large institutions have $236M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
32
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$13.5M
2
Bank of America
2
Bank of America
North Carolina
$49.3M
3
SWP
3
Sagespring Wealth Partners
Tennessee
$4.46M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.51M
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.66M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$24.6M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
WMR
3
Wealth Management Resources
Rhode Island
$11.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.9M
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.4M 33,877 +127 +0.4%
SMA
27
Sage Mountain Advisors
Georgia
$1.37M 33,080 – –
MSAM
28
Moloney Securities Asset Management
Missouri
$1.23M 29,645 +1,186 +4%
LS
29
Leelyn Smith
Illinois
$1.22M 29,310 – –
NA
30
NewEdge Advisors
Louisiana
$1.2M 29,038 -7,912 -21%
SPIA
31
Steward Partners Investment Advisory
New York
$1.12M 27,117 -298 -1%
AWM
32
Apollon Wealth Management
South Carolina
$1.09M 26,317 +22 +0.1%
PCIA
33
Prime Capital Investment Advisors
Kansas
$1.05M 25,248 +186 +0.7%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$985K 23,758 +11,613 +96%
PIMG
35
Patriot Investment Management Group
Tennessee
$963K 23,217 +2,445 +12%
Citadel Advisors
36
Citadel Advisors
Florida
$929K 22,411 +3,341 +18%
AWM
37
Axxcess Wealth Management
California
$901K 21,736 -917 -4%
PAG
38
Private Advisor Group
New Jersey
$867K 20,900 -1,649 -7%
Wells Fargo
39
Wells Fargo
California
$866K 20,886 +4,735 +29%
MWS
40
MFA Wealth Services
California
$708K 17,077 +17,077 New
JAA
41
Joel Adams & Associates
North Carolina
$698K 16,841 +16,841 New
KAS
42
Kestra Advisory Services
Texas
$613K 14,780 -15,232 -51%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$609K 14,691 +14,691 New
MFWP
44
Mosaic Family Wealth Partners
Missouri
$551K 13,293 +222 +2%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$549K 13,232 -2,949 -18%
FFA
46
Fortune Financial Advisors
Kansas
$545K 13,145 -174 -1%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$502K 12,110 +72 +0.6%
TRCT
48
Tower Research Capital (TRC)
New York
$483K 11,655 +2,664 +30%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$441K 10,626 +142 +1%
GVAG
50
Great Valley Advisor Group
Delaware
$440K 10,604 +3,255 +44%
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