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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

98 hedge funds and large institutions have $305M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
2.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
27
Increased
40
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$55.7M
2
IDA
2
Intelligence Driven Advisers
California
$12.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.4M
5
CCFM
5
Clear Creek Financial Management
Washington
$4.69M

Top Sellers

1
FP
1
Fiduciary Planning
Florida
$0
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
PCFFS
3
Pacific Center for Financial Services
California
$227K
4
RTS
4
Round Table Services
New Jersey
$4.24M
5
CI
5
CX Institutional
Indiana
$59K
Name Market Value Shares Shares
Change 		Shares
Change %
TFS
76
TrustCore Financial Services
Tennessee
$61K 2,366 -4,341 -65%
CI
77
CX Institutional
Indiana
$59K 2,286 -155,254 -99%
SFS
78
Sowell Financial Services
Arkansas
$52K 2,018 -10,177 -83%
LWCFA
79
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K 1,700 +1,700 New
NFG
80
Next Financial Group
Texas
$42K 1,622 +1,108 +216%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$38K 986 – –
BWA
82
BDO Wealth Advisors
Florida
$37K 1,441 +5 +0.3%
Citigroup
83
Citigroup
New York
$27K 1,047 +332 +46%
GWM
84
Geneos Wealth Management
Colorado
$25K 1,012 +1,012 New
MWM
85
MBE Wealth Management
Wisconsin
$21K 820 +820 New
APA
86
American Portfolios Advisors
New York
$20.5K 793 +363 +84%
CFGS
87
Concourse Financial Group Securities
Alabama
$18K 707 +371 +110%
GRP
88
Global Retirement Partners
California
$16K 611 -3,655 -86%
FRA
89
Front Row Advisors
California
$16K 580 +550 +1,833%
ASN
90
Advisory Services Network
Georgia
$14K 550 +55 +11%
JWBC
91
John W. Brooker & Co
California
$13K 517 – –
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$10K 404 +404 New
AIP
93
Ameritas Investment Partners
Nebraska
$5K 210 +210 New
VCP
94
Verus Capital Partners
Arizona
$3K 101 – –
CA
95
Centerpoint Advisors
Massachusetts
$2K 95 – –
OPS
96
Orion Portfolio Solutions
Nebraska
$2K 64 +64 New
NL
97
NWAM LLC
Washington
$496 19,191 +93 +0.5%
WIM
98
Westside Investment Management
California
$29 1,125 +1,125 New
FP
99
Fiduciary Planning
Florida
– – -216,656 Closed
IAA
100
Independent Advisor Alliance
North Carolina
– – -187,065 Closed
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4
5