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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

124 hedge funds and large institutions have $709M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
50
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$408M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$44.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.3M
4
SGI
4
Summit Global Investments
Utah
$5.53M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.87M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12.8M
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
BPA
3
Beacon Pointe Advisors
California
$5.27M
4
Bank of America
4
Bank of America
North Carolina
$51.9M
5
AAS
5
Ameritas Advisory Services
Nebraska
$3.67M
Name Market Value Shares Shares
Change 		Shares
Change %
BI
51
Berkeley Inc
Idaho
$665K 17,879 -4,622 -21%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$646K 17,368 +17,368 New
ECM
53
Evergreen Capital Management
Washington
$618K 16,630 +105 +0.6%
PIMG
54
Patriot Investment Management Group
Tennessee
$608K 16,372 +1,415 +9%
CAN
55
Cetera Advisor Networks
California
$588K 15,821 -212 -1%
UWM
56
USAdvisors Wealth Management
Minnesota
$545K 14,648 -4,160 -22%
SFG
57
Sovereign Financial Group
Connecticut
$525K 14,121 -332 -2%
NL
58
NWAM LLC
Washington
$515K 13,844 -1,933 -12%
TFS
59
Thoroughbred Financial Services
Tennessee
$476K 12,811 +4,887 +62%
Wells Fargo
60
Wells Fargo
California
$472K 12,689 +484 +4%
KPWS
61
Kestra Private Wealth Services
Texas
$429K 11,549 -610 -5%
OIA
62
OneDigital Investment Advisors
Kansas
$415K 11,153 -283 -2%
W
63
Wealthquest
Ohio
$379K 9,706 – –
OCM
64
Orion Capital Management
California
$376K 10,102 -1,407 -12%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$364K 9,782 -8,920 -48%
IDA
66
Intelligence Driven Advisers
California
$359K 9,621 -1,191 -11%
CAC
67
Certified Advisory Corp
Florida
$358K 9,638 +615 +7%
MSAM
68
Moloney Securities Asset Management
Missouri
$327K 8,797 -110 -1%
CA
69
CoreCap Advisors
Michigan
$309K 8,301 +1,176 +17%
PGAM
70
Princeton Global Asset Management
New Jersey
$307K 8,244 +85 +1%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$302K 8,114 -3,121 -28%
RJTCONH
72
Raymond James Trust Company of New Hampshire
New Hampshire
$298K 8,004 +8,004 New
HNB
73
Huntington National Bank
Ohio
– – – –
WWM
74
Windsor Wealth Management
Indiana
$282K 7,548 -55 -0.7%
Morgan Stanley
75
Morgan Stanley
New York
$280K 7,519 +4,388 +140%
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