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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 Market Value Shares Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$719K 19,386 -7,101 -27%
SWP
52
Stratos Wealth Partners
Ohio
$666K 17,967 +958 +6%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
– – – –
KWM
54
Kingsview Wealth Management
Oregon
$642K 17,301 +550 +3%
TGAM
55
TBH Global Asset Management
Tennessee
$624K 16,815 -2,858 -15%
ECM
56
Evergreen Capital Management
Washington
$613K 16,525 – –
NL
57
NWAM LLC
Washington
$585K 15,777 -170 -1%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$584K 15,763 +15,763 New
IDA
59
Intelligence Driven Advisers
California
$577K 15,420 +739 +5%
PIMG
60
Patriot Investment Management Group
Tennessee
$532K 14,372 +941 +7%
OCM
61
Orion Capital Management
California
$530K 14,290 -357 -2%
QCM
62
Quest Capital Management
Texas
$523K 14,096 +507 +4%
CCC
63
Crescent Capital Consulting
Louisiana
$514K 13,860 +13,860 New
AWM
64
Apollon Wealth Management
South Carolina
$503K 13,553 +5,491 +68%
Citadel Advisors
65
Citadel Advisors
Florida
$483K 13,039 -11,084 -46%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$404K 10,887 +2,932 +37%
W
67
Wealthquest
Ohio
$396K 10,704 -2,516 -19%
HI
68
Harbour Investments
Wisconsin
$391K 10,549 +576 +6%
MSAM
69
Moloney Securities Asset Management
Missouri
$361K 9,746 +59 +0.6%
MFG
70
Merit Financial Group
Georgia
$338K 9,110 +489 +6%
KPWS
71
Kestra Private Wealth Services
Texas
$335K 9,040 -12,484 -58%
COF
72
Capital One Financial
Virginia
$325K 8,774 -3,566 -29%
OIA
73
OneDigital Investment Advisors
Kansas
$319K 8,601 +8,601 New
PGAM
74
Princeton Global Asset Management
New Jersey
$315K 8,486 -22 -0.3%
CAC
75
Certified Advisory Corp
Florida
$315K 8,487 +1,263 +17%
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3
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