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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

122 hedge funds and large institutions have $245M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% 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
26
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$6.22M
2
EWM
2
Executive Wealth Management
Michigan
$5.55M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.62M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$660K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.2M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$8.14M
2
RJT
2
Raymond James Trust
Florida
$402K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$30.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$424K 10,387 +1,682 +19%
AWC
52
Adamsbrown Wealth Consultants
Kansas
$411K 10,080 -2,214 -18%
Corient Private Wealth
53
Corient Private Wealth
Florida
$406K 9,958 -149 -1%
CL
54
Choreo LLC
Illinois
$404K 9,914 -64 -0.6%
HWP
55
Hibernia Wealth Partners
Louisiana
$403K 9,882 +13 +0.1%
RJT
56
Raymond James Trust
Florida
$402K 9,860 -141,695 -93%
FIM
57
Freedom Investment Management
Connecticut
$378K 9,272 -614 -6%
SG
58
StoneX Group
New York
$368K 9,012 +2,512 +39%
TRCT
59
Tower Research Capital (TRC)
New York
$367K 8,991 -1,059 -11%
CSS
60
Cubist Systematic Strategies
Connecticut
$344K 8,429 +8,429 New
WA
61
Waverly Advisors
Alabama
$343K 8,409 -167 -2%
FTUS
62
Flow Traders U.S.
New York
$335K 8,210 +8,210 New
TFS
63
Thoroughbred Financial Services
Tennessee
$333K 8,167 -84 -1%
FPAS
64
Focus Partners Advisor Solutions
Missouri
$300K 7,358 -79 -1%
CIA
65
Concurrent Investment Advisors
Florida
$300K 7,345 -247 -3%
GVAG
66
Great Valley Advisor Group
Delaware
$300K 7,349 +7,349 New
FCBT
67
First Citizens Bank & Trust
North Carolina
$286K 7,012 – –
AAS
68
Ameritas Advisory Services
Nebraska
$264K 6,473 +26 +0.4%
CHP
69
Cable Hill Partners
Oregon
$260K 6,368 +6,368 New
MWM
70
McNaughton Wealth Management
California
$256K 6,273 +6,273 New
FBT
71
First Bank & Trust
South Dakota
$243K 5,963 – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$233K 5,714 -98 -2%
OIA
73
OneDigital Investment Advisors
Kansas
$221K 5,413 +6 +0.1%
AAS
74
Avantax Advisory Services
Texas
$218K 5,342 -947 -15%
HI
75
Harbour Investments
Wisconsin
$204K 4,988 – –
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3
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