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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

119 hedge funds and large institutions have $679M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
21
Increased
47
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$8.89M
2
TWP
2
Tower Wealth Partners
Pennsylvania
$7.79M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$27.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.99M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$12.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.4M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$815K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$23.9M
4
KAS
4
Kestra Advisory Services
Texas
$9.93M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.53M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$1.12M 33,007 +16,198 +96%
BI
52
Berkeley Inc
Idaho
$945K 27,892 +27,892 New
TGAM
53
TBH Global Asset Management
Tennessee
$898K 26,502 -590 -2%
AA
54
ACT Advisors
North Carolina
$893K 26,354 +26,354 New
RFN
55
RDA Financial Network
Iowa
$827K 24,417 +170 +0.7%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$815K 24,047 -376,962 -94%
PG
57
Prostatis Group
Maryland
$802K 23,677 -41,687 -64%
OCM
58
Orion Capital Management
California
$788K 23,242 +23,242 New
COF
59
Capital One Financial
Virginia
$750K 22,145 +55 +0.2%
CFG
60
Cooper Financial Group
California
$720K 21,241 +7,867 +59%
SWP
61
Stratos Wealth Partners
Ohio
$666K 19,648 -1,483 -7%
MFW
62
Mosaic Family Wealth
Missouri
$654K 19,300 +2,290 +13%
IDA
63
Intelligence Driven Advisers
California
$638K 18,823 -12,333 -40%
BFG
64
Barber Financial Group
Kansas
$608K 17,935 -10,322 -37%
KWM
65
Kingsview Wealth Management
Oregon
$576K 16,986 +4,400 +35%
NL
66
NWAM LLC
Washington
$572K 16,886 – –
MFG
67
Merit Financial Group
Georgia
$570K 16,832 -9,121 -35%
ECM
68
Evergreen Capital Management
Washington
$560K 16,525 +125 +0.8%
W
69
Wealthquest
Ohio
$546K 16,122 -162,769 -91%
CA
70
Cetera Advisors
Colorado
$526K 15,507 – –
WP
71
WealthShield Partners
North Carolina
$518K 15,283 +15,283 New
QCM
72
Quest Capital Management
Texas
$492K 14,517 -336 -2%
Brown Advisory
73
Brown Advisory
Maryland
$462K 13,629 +2,595 +24%
PIMG
74
Patriot Investment Management Group
Tennessee
$413K 12,191 – –
MSAM
75
Moloney Securities Asset Management
Missouri
$384K 11,337 -120 -1%
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3
4 5