SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

98 hedge funds and large institutions have $305M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
2.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
27
Increased
40
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$55.7M
2
IDA
2
Intelligence Driven Advisers
California
$12.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.4M
5
CCFM
5
Clear Creek Financial Management
Washington
$4.69M

Top Sellers

1
FP
1
Fiduciary Planning
Florida
$0
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
PCFFS
3
Pacific Center for Financial Services
California
$227K
4
RTS
4
Round Table Services
New Jersey
$4.24M
5
CI
5
CX Institutional
Indiana
$59K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$638K 24,657 -59,400 -71%
TSS
52
Two Sigma Securities
New York
$578K 22,341 +22,341 New
WWM
53
Windsor Wealth Management
Indiana
$478K 18,481 +6,668 +56%
Jane Street
54
Jane Street
New York
$455K 17,600 -80,778 -82%
WI
55
Wintrust Investments
Illinois
$454K 17,550 -1,000 -5%
RFN
56
RDA Financial Network
Iowa
$442K 17,104 +2,865 +20%
MFW
57
Mosaic Family Wealth
Missouri
$432K 16,718 -633 -4%
CA
58
Cetera Advisors
Colorado
$409K 15,807 +15,807 New
FAAS
59
First Allied Advisory Services
California
$375K 14,511 +7,116 +96%
COF
60
Capital One Financial
Virginia
$368K 14,246 +14,246 New
RCAG
61
Rehmann Capital Advisory Group
Michigan
$290K 11,210 +11,210 New
TGAM
62
TBH Global Asset Management
Tennessee
$268K 10,374 +10,374 New
Goldman Sachs
63
Goldman Sachs
New York
$257K 9,938 +9,938 New
PIMG
64
Patriot Investment Management Group
Tennessee
$250K 9,696 +3,215 +50%
HSA
65
HBK Sorce Advisory
Pennsylvania
$239K 9,261 +9,261 New
PCFFS
66
Pacific Center for Financial Services
California
$227K 8,792 -240,933 -96%
PAS
67
Partnervest Advisory Services
California
$221K 8,564 +1,557 +22%
WWM
68
Western Wealth Management
Colorado
$202K 7,812 -6,450 -45%
IA
69
IFP Advisors
Florida
$161K 6,211 +4,623 +291%
GTAM
70
Global Trust Asset Management
Florida
$139K 5,315 -2,280 -30%
US Bancorp
71
US Bancorp
Minnesota
$79K 3,062 +1,361 +80%
ONST
72
Old North State Trust
North Carolina
$78K 3,002 -357 -11%
SWM
73
Sugarloaf Wealth Management
Georgia
$75K 2,914 +2,402 +469%
SAM
74
S.A. Mason
Michigan
$72K 2,772 +2,772 New
Morgan Stanley
75
Morgan Stanley
New York
$65K 2,510 +584 +30%
1 2
3
4 5