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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

125 hedge funds and large institutions have $694M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
44
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$381M
2
AIC
2
Ameritas Investment Company
Nebraska
$9.44M
3
BPA
3
Beacon Pointe Advisors
California
$8.37M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$27.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.2M

Top Sellers

1
LS
1
Leelyn Smith
Illinois
$2M
2
CCFM
2
Clear Creek Financial Management
Washington
$3.26M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$211K
4
FFN
4
Focus Financial Network
Minnesota
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
76
Commerce Bank
Missouri
$310K 8,358 – –
Stifel Financial
77
Stifel Financial
Missouri
$298K 8,021 -314 -4%
TFS
78
Thoroughbred Financial Services
Tennessee
$292K 7,886 – –
HNB
79
Huntington National Bank
Ohio
$292K 7,868 +40 +0.5%
WWM
80
Windsor Wealth Management
Indiana
$280K 7,476 -52 -0.7%
APA
81
American Portfolios Advisors
New York
$272K 7,340 -1,451 -17%
IWN
82
Independent Wealth Network
Iowa
$245K 6,230 +6,230 New
IWS
83
Insight Wealth Strategies
California
$223K 6,025 +389 +7%
AWM
84
AE Wealth Management
Kansas
$222K 5,984 -3,840 -39%
RIA
85
Regal Investment Advisors
Michigan
$221K 5,960 -247 -4%
Betterment LLC
86
Betterment LLC
New York
$219K 5,895 +5,895 New
DWMG
87
DB Wealth Management Group
California
$215K 5,796 -94 -2%
FA
88
Financial Advisors
Massachusetts
$215K 5,800 – –
CW
89
CreativeOne Wealth
Kansas
$214K 5,768 -105 -2%
FF
90
FourThought Financial
Florida
$214K 5,784 – –
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$211K 5,682 -33,830 -86%
IA
92
IFP Advisors
Florida
$183K 4,759 -4,410 -48%
Morgan Stanley
93
Morgan Stanley
New York
$153K 4,116 +762 +23%
SWM
94
Spire Wealth Management
Virginia
$133K 3,575 +585 +20%
NFG
95
Next Financial Group
Texas
$130K 3,495 +1 +0%
JWBC
96
John W. Brooker & Co
California
$126K 3,385 – –
SAM
97
S.A. Mason
Michigan
$114K 3,065 +15 +0.5%
BWA
98
BDO Wealth Advisors
Florida
$91K 2,450 +13 +0.5%
ONST
99
Old North State Trust
North Carolina
$70K 1,875 -18 -1%
PPWM
100
PFG Private Wealth Management
Florida
$68K 1,839 +1,839 New
2 3
4
5 6