SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

120 hedge funds and large institutions have $920M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
34
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$147M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$155M
3
RJA
3
Raymond James & Associates
Florida
$451M
4
SMA
4
Sage Mountain Advisors
Georgia
$1.18M
5
CPC
5
Consolidated Planning Corp
Georgia
$975K

Top Sellers

1
SGI
1
Summit Global Investments
Utah
$4.61M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$14.3M
3
TFA
3
Transamerica Financial Advisors
Florida
$8K
4
Bank of America
4
Bank of America
North Carolina
$38.4M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
51
Berkeley Inc
Idaho
$449K -$20.1K -564 -4%
AWC
52
Adamsbrown Wealth Consultants
Kansas
$436K -$43.1K -1,207 -9%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$424K -$2.64K -74 -0.6%
Osaic Holdings
54
Osaic Holdings
Arizona
$394K -$413K -11,557 -51%
TGAM
55
TBH Global Asset Management
Tennessee
$379K -$155K -4,339 -29%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$311K +$229K +6,408 +277%
TFS
57
Thoroughbred Financial Services
Tennessee
$304K -$31.7K -889 -9%
CL
58
Choreo LLC
Illinois
$290K +$31.2K +873 +12%
CWS
59
Confluence Wealth Services
Pennsylvania
$268K +$268K +7,517 New
CIA
60
Concurrent Investment Advisors
Florida
$254K +$254K +7,122 New
FPAS
61
Focus Partners Advisor Solutions
Missouri
$254K -$14.2K -397 -5%
DWMG
62
DB Wealth Management Group
California
$253K -$204K -5,705 -45%
FCBT
63
First Citizens Bank & Trust
North Carolina
$250K – – –
TRCT
64
Tower Research Capital (TRC)
New York
$250K +$139K +3,903 +126%
AAS
65
Ameritas Advisory Services
Nebraska
$246K -$180K -5,014 -42%
PGAM
66
Princeton Global Asset Management
New Jersey
$235K -$59.8K -1,676 -20%
HI
67
Harbour Investments
Wisconsin
$226K +$4.1K +115 +2%
MSAM
68
Moloney Securities Asset Management
Missouri
$218K -$107 -3 -0%
OIA
69
OneDigital Investment Advisors
Kansas
$218K -$174K -4,879 -44%
AAS
70
Avantax Advisory Services
Texas
$213K -$5.35K -150 -2%
CAN
71
Cetera Advisor Networks
California
$210K -$122K -3,423 -37%
FA
72
Financial Advisors
Massachusetts
$209K +$209K +5,852 New
RJTCONH
73
Raymond James Trust Company of New Hampshire
New Hampshire
$202K +$202K +5,654 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$190K -$373K -10,459 -66%
SAM
75
S.A. Mason
Michigan
$174K -$6.07K -170 -3%
1 2
3
4 5