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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

126 hedge funds and large institutions have $749M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
43
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$78.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$76.2M
3
RJA
3
Raymond James & Associates
Florida
$386M
4
Bank of America
4
Bank of America
North Carolina
$53.5M
5
Ameriprise
5
Ameriprise
Minnesota
$9.93M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$746K
2
Jane Street
2
Jane Street
New York
$0
3
LPL Financial
3
LPL Financial
California
$9.86M
4
Goldman Sachs
4
Goldman Sachs
New York
$259K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$649K 18,757 +4,213 +29%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$634K 17,844 -867 -5%
ECM
53
Evergreen Capital Management
Washington
$575K 16,630 – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$548K 15,840 +8,555 +117%
BI
55
Berkeley Inc
Idaho
$502K 14,497 +41 +0.3%
MFWP
56
Mosaic Family Wealth Partners
Missouri
$499K 14,427 +14,427 New
NL
57
NWAM LLC
Washington
$432K 12,486 -1,055 -8%
OIA
58
OneDigital Investment Advisors
Kansas
$387K 11,179 -41 -0.4%
CAC
59
Certified Advisory Corp
Florida
$385K 11,135 +41 +0.4%
SFG
60
Sovereign Financial Group
Connecticut
$351K 10,146 -2,457 -19%
IDA
61
Intelligence Driven Advisers
California
$339K 9,614 +1,096 +13%
TFS
62
Thoroughbred Financial Services
Tennessee
$336K 9,738 -1,918 -16%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$288K 8,319 +8,319 New
PGAM
64
Princeton Global Asset Management
New Jersey
$283K 8,168 +95 +1%
HI
65
Harbour Investments
Wisconsin
$273K 7,879 -587 -7%
RJTCONH
66
Raymond James Trust Company of New Hampshire
New Hampshire
$264K 7,628 -101 -1%
Goldman Sachs
67
Goldman Sachs
New York
$259K 7,479 -24,482 -77%
MSAM
68
Moloney Securities Asset Management
Missouri
$257K 7,432 -807 -10%
UWM
69
USAdvisors Wealth Management
Minnesota
$257K 7,418 -6,249 -46%
AA
70
ACT Advisors
North Carolina
$252K 7,279 -6,517 -47%
WWM
71
Western Wealth Management
Colorado
$252K 7,276 -5,125 -41%
IWN
72
Independent Wealth Network
Iowa
$233K 6,735 -326 -5%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$230K 6,636 +6,636 New
Morgan Stanley
74
Morgan Stanley
New York
$224K 6,479 -961 -13%
FA
75
Financial Advisors
Massachusetts
$202K 5,829 +5,829 New
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3
4 5