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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

133 hedge funds and large institutions have $747M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
44
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$417M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$39.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.8M
4
CCC
4
Crescent Capital Consulting
Louisiana
$1.96M
5
CWM
5
Cornerstone Wealth Management
Missouri
$7.75M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$731K
2
Bank of America
2
Bank of America
North Carolina
$56.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$202K
4
PG
4
Prostatis Group
Maryland
$1.16M
5
FTUS
5
Flow Traders U.S.
New York
$328K
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$786K 20,108 +722 +4%
UWM
52
USAdvisors Wealth Management
Minnesota
$735K 18,808 -2,698 -13%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$731K 18,702 -157,398 -89%
QCM
54
Quest Capital Management
Texas
$714K 18,268 +4,172 +30%
SWP
55
Stratos Wealth Partners
Ohio
$703K 17,973 +6 +0%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
– – – –
ECM
57
Evergreen Capital Management
Washington
$646K 16,525 – –
FTS
58
Fifth Third Securities
Ohio
$628K 16,063 +16,063 New
CAN
59
Cetera Advisor Networks
California
$627K 16,033 -38,661 -71%
NL
60
NWAM LLC
Washington
$617K 15,777 – –
AWM
61
Apollon Wealth Management
South Carolina
$599K 15,319 +1,766 +13%
PIMG
62
Patriot Investment Management Group
Tennessee
$584K 14,957 +585 +4%
Citadel Advisors
63
Citadel Advisors
Florida
$566K 14,483 +1,444 +11%
SFG
64
Sovereign Financial Group
Connecticut
$565K 14,453 +14,453 New
Wells Fargo
65
Wells Fargo
California
$477K 12,205 -7,668 -39%
KPWS
66
Kestra Private Wealth Services
Texas
$475K 12,159 +3,119 +35%
OCM
67
Orion Capital Management
California
$450K 11,509 -2,781 -19%
OIA
68
OneDigital Investment Advisors
Kansas
$447K 11,436 +2,835 +33%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$439K 11,235 +348 +3%
WIP
70
WealthCare Investment Partners
Rhode Island
$392K 10,036 +10,036 New
IDA
71
Intelligence Driven Advisers
California
$391K 10,812 -4,608 -30%
HI
72
Harbour Investments
Wisconsin
$388K 9,919 -630 -6%
W
73
Wealthquest
Ohio
$379K 9,706 -998 -9%
CAC
74
Certified Advisory Corp
Florida
$353K 9,023 +536 +6%
MSAM
75
Moloney Securities Asset Management
Missouri
$348K 8,907 -839 -9%
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