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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

105 hedge funds and large institutions have $612M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
45
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$19.3M
2
RJA
2
Raymond James & Associates
Florida
$279M
3
KAS
3
Kestra Advisory Services
Texas
$14.3M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$7.62M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.9M
2
IDA
2
Intelligence Driven Advisers
California
$910K
3
Bank of America
3
Bank of America
North Carolina
$70.2M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
LPL Financial
5
LPL Financial
California
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TGAM
51
TBH Global Asset Management
Tennessee
$792K 27,092 +5,298 +24%
MFG
52
Merit Financial Group
Georgia
$758K 25,953 +4,415 +20%
RFN
53
RDA Financial Network
Iowa
$708K 24,247 +5,568 +30%
COF
54
Capital One Financial
Virginia
$645K 22,090 -875 -4%
PGAM
55
Princeton Global Asset Management
New Jersey
$629K 21,533 -39,963 -65%
SWP
56
Stratos Wealth Partners
Ohio
$617K 21,131 -6,403 -23%
IA
57
IFP Advisors
Florida
$551K 18,987 +2,288 +14%
IWM
58
IHT Wealth Management
Illinois
$544K 18,611 +18,611 New
MFW
59
Mosaic Family Wealth
Missouri
$497K 17,010 +1,410 +9%
NL
60
NWAM LLC
Washington
$493K 16,886 -1,117 -6%
TRCT
61
Tower Research Capital (TRC)
New York
$491K 16,809 +16,809 New
ECM
62
Evergreen Capital Management
Washington
$479K 16,400 – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$470K 16,086 +16,086 New
CA
64
Cetera Advisors
Colorado
$453K 15,507 -200 -1%
QCM
65
Quest Capital Management
Texas
$434K 14,853 +378 +3%
CFG
66
Cooper Financial Group
California
$391K 13,374 +6,327 +90%
KWM
67
Kingsview Wealth Management
Oregon
$368K 12,586 +2,668 +27%
PIMG
68
Patriot Investment Management Group
Tennessee
$356K 12,191 +1,630 +15%
PA
69
Paragon Advisors
Texas
$344K 11,763 -3,473 -23%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$336K 11,495 -18,486 -62%
MSAM
71
Moloney Securities Asset Management
Missouri
$335K 11,457 +11,457 New
Brown Advisory
72
Brown Advisory
Maryland
$322K 11,034 -156 -1%
WWM
73
Windsor Wealth Management
Indiana
$305K 9,994 -2,124 -18%
IF
74
Intrua Financial
Texas
$284K 8,880 -3,757 -30%
CAN
75
Cetera Advisor Networks
California
$267K 9,154 +2,953 +48%
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3
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