SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

122 hedge funds and large institutions have $735M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
41
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$483M
2
RJT
2
Raymond James Trust
Florida
$5.23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.12M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$1.03M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$46.8M
3
Ameriprise
3
Ameriprise
Minnesota
$7.12M
4
WFA
4
Wade Financial Advisory
California
$2.85M
5
LPL Financial
5
LPL Financial
California
$6.44M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
51
Waverly Advisors
Alabama
$435K 11,629 +11,629 New
Goldman Sachs
52
Goldman Sachs
New York
$433K 11,557 +11,557 New
Osaic Holdings
53
Osaic Holdings
Arizona
$405K 10,806 -235 -2%
CL
54
Choreo LLC
Illinois
$371K 9,914 +1,793 +22%
TGAM
55
TBH Global Asset Management
Tennessee
$369K 9,864 -742 -7%
TRCT
56
Tower Research Capital (TRC)
New York
$346K 9,246 +2,247 +32%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$344K 9,174 +456 +5%
GAA
58
Global Assets Advisory
Florida
$332K 12,357 +12,357 New
MSAM
59
Moloney Securities Asset Management
Missouri
$323K 8,636 +2,529 +41%
TFS
60
Thoroughbred Financial Services
Tennessee
$319K 8,526 – –
Morgan Stanley
61
Morgan Stanley
New York
$289K 7,720 -5,812 -43%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$279K 7,455 +346 +5%
FTUS
63
Flow Traders U.S.
New York
$271K 7,228 +7,228 New
CIA
64
Concurrent Investment Advisors
Florida
$263K 7,020 -102 -1%
FCBT
65
First Citizens Bank & Trust
North Carolina
$263K 7,012 – –
NA
66
NewEdge Advisors
Louisiana
$250K 6,667 +6,548 +5,503%
SG
67
StoneX Group
New York
$247K 6,583 +6,583 New
FBT
68
First Bank & Trust
South Dakota
$242K 6,458 +6,458 New
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$238K 6,354 +6,354 New
AAS
70
Avantax Advisory Services
Texas
$224K 5,979 +3 +0.1%
FA
71
Financial Advisors
Massachusetts
$219K 5,856 +4 +0.1%
RJTCONH
72
Raymond James Trust Company of New Hampshire
New Hampshire
$216K 5,761 +107 +2%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$215K 5,741 +5,741 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$212K 5,650 +334 +6%
OIA
75
OneDigital Investment Advisors
Kansas
$202K 5,394 -705 -12%
1 2
3
4 5