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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

125 hedge funds and large institutions have $694M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
44
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$381M
2
AIC
2
Ameritas Investment Company
Nebraska
$9.44M
3
BPA
3
Beacon Pointe Advisors
California
$8.37M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$27.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.2M

Top Sellers

1
LS
1
Leelyn Smith
Illinois
$2M
2
CCFM
2
Clear Creek Financial Management
Washington
$3.26M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$211K
4
FFN
4
Focus Financial Network
Minnesota
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$719K -$263K -7,101 -27%
SWP
52
Stratos Wealth Partners
Ohio
$666K +$35.5K +958 +6%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$650K -$678K – –
KWM
54
Kingsview Wealth Management
Oregon
$642K +$20.4K +550 +3%
TGAM
55
TBH Global Asset Management
Tennessee
$624K -$106K -2,858 -15%
ECM
56
Evergreen Capital Management
Washington
$613K – – –
NL
57
NWAM LLC
Washington
$585K -$6.3K -170 -1%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$584K +$584K +15,763 New
IDA
59
Intelligence Driven Advisers
California
$577K +$27.7K +739 +5%
PIMG
60
Patriot Investment Management Group
Tennessee
$532K +$34.8K +941 +7%
OCM
61
Orion Capital Management
California
$530K -$13.2K -357 -2%
QCM
62
Quest Capital Management
Texas
$523K +$18.8K +507 +4%
CCC
63
Crescent Capital Consulting
Louisiana
$514K +$514K +13,860 New
AWM
64
Apollon Wealth Management
South Carolina
$503K +$204K +5,491 +68%
Citadel Advisors
65
Citadel Advisors
Florida
$483K -$411K -11,084 -46%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$404K +$109K +2,932 +37%
W
67
Wealthquest
Ohio
$396K -$93.1K -2,516 -19%
HI
68
Harbour Investments
Wisconsin
$391K +$21.4K +576 +6%
MSAM
69
Moloney Securities Asset Management
Missouri
$361K +$2.19K +59 +0.6%
MFG
70
Merit Financial Group
Georgia
$338K +$18.1K +489 +6%
KPWS
71
Kestra Private Wealth Services
Texas
$335K -$463K -12,484 -58%
COF
72
Capital One Financial
Virginia
$325K -$132K -3,566 -29%
OIA
73
OneDigital Investment Advisors
Kansas
$319K +$319K +8,601 New
PGAM
74
Princeton Global Asset Management
New Jersey
$315K -$817 -22 -0.3%
CAC
75
Certified Advisory Corp
Florida
$315K +$46.9K +1,263 +17%
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3
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