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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

121 hedge funds and large institutions have $662M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
27
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$49.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.56M
5
WMR
5
Wealth Management Resources
Rhode Island
$8.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$44.7M
2
SGI
2
Summit Global Investments
Utah
$2.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$208K
4
APWM
4
Atlas Private Wealth Management
New York
$0
5
PFA
5
Professional Financial Advisors
Nebraska
$799K
Name Market Value Shares Shares
Change 		Shares
Change %
PIMG
51
Patriot Investment Management Group
Tennessee
$606K 17,792 +1,420 +9%
ECM
52
Evergreen Capital Management
Washington
$567K 16,630 – –
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$527K 15,469 -1,899 -11%
CAN
54
Cetera Advisor Networks
California
$504K 14,774 -1,047 -7%
BI
55
Berkeley Inc
Idaho
$492K 14,435 -3,444 -19%
UWM
56
USAdvisors Wealth Management
Minnesota
$468K 13,736 -912 -6%
SFG
57
Sovereign Financial Group
Connecticut
$461K 13,517 -604 -4%
NL
58
NWAM LLC
Washington
$461K 13,541 -303 -2%
TFS
59
Thoroughbred Financial Services
Tennessee
$397K 11,656 -1,155 -9%
OIA
60
OneDigital Investment Advisors
Kansas
$381K 11,185 +32 +0.3%
KPWS
61
Kestra Private Wealth Services
Texas
$361K 10,597 -952 -8%
ACM
62
Armbruster Capital Management
New York
$344K 10,100 +10,100 New
CAC
63
Certified Advisory Corp
Florida
$329K 9,660 +22 +0.2%
MSAM
64
Moloney Securities Asset Management
Missouri
$299K 8,775 -22 -0.3%
IDA
65
Intelligence Driven Advisers
California
$297K 8,581 -1,040 -11%
HI
66
Harbour Investments
Wisconsin
$288K 8,466 +8,466 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$285K 8,377 +263 +3%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$285K 8,233 +8,233 New
PGAM
69
Princeton Global Asset Management
New Jersey
$278K 8,160 -84 -1%
HNB
70
Huntington National Bank
Ohio
– – – –
RJTCONH
71
Raymond James Trust Company of New Hampshire
New Hampshire
$269K 7,908 -96 -1%
Morgan Stanley
72
Morgan Stanley
New York
$240K 7,039 -480 -6%
IWN
73
Independent Wealth Network
Iowa
$240K 7,057 +873 +14%
WWM
74
Windsor Wealth Management
Indiana
$224K 6,477 -1,071 -14%
DWMG
75
DB Wealth Management Group
California
$218K 6,401 – –
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3
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