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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

101 hedge funds and large institutions have $576M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
18
Increased
41
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$262M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.8M
3
Bank of America
3
Bank of America
North Carolina
$80.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$26.5M
5
W
5
Wealthquest
Ohio
$4.62M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$624K
2
PA
2
Paragon Advisors
Texas
$442K
3
RTS
3
Round Table Services
New Jersey
$1.71M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
51
Merit Financial Group
Georgia
$624K 21,538 -2,876,137 -99%
HSA
52
HBK Sorce Advisory
Pennsylvania
$573K 19,782 +10,521 +114%
RFN
53
RDA Financial Network
Iowa
$542K 18,679 +1,575 +9%
NL
54
NWAM LLC
Washington
$522K 18,003 -1,188 -6%
IA
55
IFP Advisors
Florida
$478K 16,699 +10,488 +169%
ECM
56
Evergreen Capital Management
Washington
$475K 16,400 +16,400 New
CA
57
Cetera Advisors
Colorado
$455K 15,707 -100 -0.6%
MFW
58
Mosaic Family Wealth
Missouri
$452K 15,600 -1,118 -7%
WI
59
Wintrust Investments
Illinois
$444K 15,300 -2,250 -13%
PA
60
Paragon Advisors
Texas
$442K 15,236 -170,337 -92%
QCM
61
Quest Capital Management
Texas
$420K 14,475 +14,475 New
IF
62
Intrua Financial
Texas
$389K 12,637 +12,637 New
WWM
63
Windsor Wealth Management
Indiana
$351K 12,118 -6,363 -34%
Brown Advisory
64
Brown Advisory
Maryland
$324K 11,190 +11,190 New
PIMG
65
Patriot Investment Management Group
Tennessee
$306K 10,561 +865 +9%
Goldman Sachs
66
Goldman Sachs
New York
$288K 9,938 – –
KWM
67
Kingsview Wealth Management
Oregon
$288K 9,918 +9,918 New
FA
68
Financial Advisors
Massachusetts
$241K 8,310 +8,310 New
PAS
69
Partnervest Advisory Services
California
$231K 7,973 -591 -7%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$223K 7,678 -28,373 -79%
FFN
71
Focus Financial Network
Minnesota
$215K 7,403 +7,403 New
APA
72
American Portfolios Advisors
New York
$211K 7,284 +6,491 +819%
WWM
73
Western Wealth Management
Colorado
$208K 7,159 -653 -8%
TFS
74
Thoroughbred Financial Services
Tennessee
$204K 7,034 -41,955 -86%
CFG
75
Cooper Financial Group
California
$204K 7,047 +7,047 New
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3
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