SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF

115 hedge funds and large institutions have $680M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
35
Reduced
55
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$322K 8,733 -1,253 -13%
Stifel Financial
77
Stifel Financial
Missouri
$318K 8,616 -65,943 -88%
MSAM
78
Moloney Securities Asset Management
Missouri
$318K 8,637 -2,700 -24%
CB
79
Commerce Bank
Missouri
$308K 8,358 +8,358 New
AWM
80
Apollon Wealth Management
South Carolina
$289K 7,832 +7,832 New
TNB
81
TCF National Bank
South Dakota
$287K 7,794
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$284K 7,717 -591 -7%
CAC
83
Certified Advisory Corp
Florida
$282K 7,656 +7,656 New
WWM
84
Windsor Wealth Management
Indiana
$268K 7,266 -2,438 -25%
TFS
85
Thoroughbred Financial Services
Tennessee
$265K 7,192 +2 +0%
CAN
86
Cetera Advisor Networks
California
$255K 6,930 +969 +16%
Goldman Sachs
87
Goldman Sachs
New York
$254K 6,896 -93,104 -93%
FA
88
Financial Advisors
Massachusetts
$243K 6,586 -1,456 -18%
WP
89
WealthShield Partners
North Carolina
$232K 6,305 -8,978 -59%
DWMG
90
DB Wealth Management Group
California
$217K 5,890 -1,092 -16%
NA
91
Nottingham Advisors
New York
$214K 5,804 -34,756 -86%
FF
92
FourThought Financial
Florida
$213K 5,784 +24 +0.4%
BWA
93
BDO Wealth Advisors
Florida
$176K 4,771 +3,901 +448%
NFG
94
Next Financial Group
Texas
$130K 3,523 -226 -6%
JWBC
95
John W. Brooker & Co
California
$124K 3,371
EP
96
Eudaimonia Partners
Tennessee
$117K 3,176 +514 +19%
SWM
97
Spire Wealth Management
Virginia
$110K 2,990 +2,990 New
SAM
98
S.A. Mason
Michigan
$108K 2,940 +152 +5%
Morgan Stanley
99
Morgan Stanley
New York
$96K 2,614 -1 -0%
PCFFS
100
Pacific Center for Financial Services
California
$87K 2,353