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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

133 hedge funds and large institutions have $747M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
44
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$417M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$39.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.8M
4
CCC
4
Crescent Capital Consulting
Louisiana
$1.96M
5
CWM
5
Cornerstone Wealth Management
Missouri
$7.75M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$731K
2
Bank of America
2
Bank of America
North Carolina
$56.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$202K
4
PG
4
Prostatis Group
Maryland
$1.16M
5
FTUS
5
Flow Traders U.S.
New York
$328K
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
76
Flow Traders U.S.
New York
$328K 8,388 -60,146 -88%
PGAM
77
Princeton Global Asset Management
New Jersey
$319K 8,159 -327 -4%
COF
78
Capital One Financial
Virginia
$318K 8,145 -629 -7%
Stifel Financial
79
Stifel Financial
Missouri
$315K 8,063 +42 +0.5%
TFS
80
Thoroughbred Financial Services
Tennessee
$309K 7,924 +38 +0.5%
HNB
81
Huntington National Bank
Ohio
– – -7,868 Closed
WWM
82
Windsor Wealth Management
Indiana
$297K 7,603 +127 +2%
CA
83
CoreCap Advisors
Michigan
$279K 7,125 +7,125 New
SI
84
Saxon Interests
Texas
$260K 6,772 +6,772 New
MFG
85
Merit Financial Group
Georgia
$250K 6,383 -2,727 -30%
AWM
86
AE Wealth Management
Kansas
$248K 6,332 +348 +6%
IWN
87
Independent Wealth Network
Iowa
$247K 6,328 +98 +2%
RIA
88
Regal Investment Advisors
Michigan
$230K 5,894 -66 -1%
FF
89
FourThought Financial
Florida
$229K 5,847 +63 +1%
FA
90
Financial Advisors
Massachusetts
$227K 5,808 +8 +0.1%
CW
91
CreativeOne Wealth
Kansas
$226K 5,777 +9 +0.2%
AWE
92
Avidian Wealth Enterprises
Texas
$225K 5,757 +5,757 New
DWMG
93
DB Wealth Management Group
California
$220K 5,622 -174 -3%
BC
94
Bowman & Company
Wisconsin
$209K 5,369 +5,369 New
CCFM
95
Clear Creek Financial Management
Washington
$202K 5,177 -82,680 -94%
APA
96
American Portfolios Advisors
New York
$200K 5,121 -2,219 -30%
SWM
97
Spire Wealth Management
Virginia
$165K 4,211 +636 +18%
JWBC
98
John W. Brooker & Co
California
$132K 3,385 – –
Morgan Stanley
99
Morgan Stanley
New York
$122K 3,131 -985 -24%
SAM
100
S.A. Mason
Michigan
$120K 3,080 +15 +0.5%
2 3
4
5 6