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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

119 hedge funds and large institutions have $679M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
21
Increased
47
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$8.89M
2
TWP
2
Tower Wealth Partners
Pennsylvania
$7.79M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$27.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.99M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$12.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.4M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$815K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$23.9M
4
KAS
4
Kestra Advisory Services
Texas
$9.93M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.53M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$381K 11,028 -7,959 -42%
PGAM
77
Princeton Global Asset Management
New Jersey
$365K 10,776 -10,757 -50%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$338K 9,986 -1,509 -13%
Jane Street
79
Jane Street
New York
$338K 9,974 +9,974 New
WWM
80
Windsor Wealth Management
Indiana
$329K 9,704 -290 -3%
APA
81
American Portfolios Advisors
New York
$306K 9,038 +51 +0.6%
IF
82
Intrua Financial
Texas
$302K 8,924 +44 +0.5%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$282K 8,308 +8,308 New
WAS
84
Wealth Advisory Solutions
Indiana
$277K 8,201 -90,003 -92%
FA
85
Financial Advisors
Massachusetts
$273K 8,042 -587 -7%
FFN
86
Focus Financial Network
Minnesota
$267K 7,864 +384 +5%
TNB
87
TCF National Bank
South Dakota
$264K 7,794 +39 +0.5%
APWM
88
Atlas Private Wealth Management
New York
$250K 7,382 +7,382 New
RTS
89
Round Table Services
New Jersey
$247K 7,277 -31,221 -81%
TFS
90
Thoroughbred Financial Services
Tennessee
$243K 7,190 +4 +0.1%
DWMG
91
DB Wealth Management Group
California
$237K 6,982 +6,982 New
PIA
92
Pinion Investment Advisors
Kansas
$212K 6,257 +6,257 New
CAN
93
Cetera Advisor Networks
California
$202K 5,961 -3,193 -35%
FF
94
FourThought Financial
Florida
$195K 5,760 +5,760 New
Wells Fargo
95
Wells Fargo
California
$132K 3,892 +3,247 +503%
NFG
96
Next Financial Group
Texas
$127K 3,749 +1,293 +53%
JWBC
97
John W. Brooker & Co
California
$114K 3,371 -953 -22%
PWM
98
Provident Wealth Management
Tennessee
$114K 3,352 +10 +0.3%
SAM
99
S.A. Mason
Michigan
$94K 2,788 +46 +2%
GWS
100
Glassman Wealth Services
Virginia
$93K 2,750 +2,750 New
2 3
4
5 6