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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

121 hedge funds and large institutions have $655M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 9 closing their positions.

Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
43
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$57.1M
3
Bank of America
3
Bank of America
North Carolina
$45.7M
4
SGI
4
Summit Global Investments
Utah
$5.46M
5
TFA
5
Transamerica Financial Advisors
Florida
$2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.5M
2
Ameriprise
2
Ameriprise
Minnesota
$7.09M
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.47M
4
TRCT
4
Tower Research Capital (TRC)
New York
$29K
5
Jane Street
5
Jane Street
New York
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$628K 19,685 +1,612 +9%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$600K 18,711 +10,478 +127%
PIMG
53
Patriot Investment Management Group
Tennessee
$590K 18,502 +710 +4%
ECM
54
Evergreen Capital Management
Washington
$531K 16,630 – –
KWM
55
Kingsview Wealth Management
Oregon
$522K 16,352 -1,788 -10%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$493K 15,439 -30 -0.2%
CAN
57
Cetera Advisor Networks
California
$464K 14,544 -230 -2%
CF
58
Centaurus Financial
California
$463K 14,505 -5,146 -26%
BI
59
Berkeley Inc
Idaho
$461K 14,456 +21 +0.1%
AA
60
ACT Advisors
North Carolina
$440K 13,796 -8,237 -37%
UWM
61
USAdvisors Wealth Management
Minnesota
$436K 13,667 -69 -0.5%
NL
62
NWAM LLC
Washington
$432K 13,541 – –
SFG
63
Sovereign Financial Group
Connecticut
$402K 12,603 -914 -7%
WWM
64
Western Wealth Management
Colorado
$397K 12,401 +12,401 New
TFS
65
Thoroughbred Financial Services
Tennessee
$371K 11,656 – –
OIA
66
OneDigital Investment Advisors
Kansas
$358K 11,220 +35 +0.3%
CAC
67
Certified Advisory Corp
Florida
$354K 11,094 +1,434 +15%
DWMG
68
DB Wealth Management Group
California
$343K 10,741 +4,340 +68%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$291K 9,148 -9,689 -51%
HI
70
Harbour Investments
Wisconsin
$288K 8,466 – –
IDA
71
Intelligence Driven Advisers
California
$278K 8,518 -63 -0.7%
KPWS
72
Kestra Private Wealth Services
Texas
$270K 8,451 -2,146 -20%
MSAM
73
Moloney Securities Asset Management
Missouri
$263K 8,239 -536 -6%
PGAM
74
Princeton Global Asset Management
New Jersey
$258K 8,073 -87 -1%
RJTCONH
75
Raymond James Trust Company of New Hampshire
New Hampshire
$247K 7,729 -179 -2%
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