SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF

121 hedge funds and large institutions have $662M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
27
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
W
76
Wealthquest
Ohio
$217K 6,386 -3,320 -34%
AWM
77
AE Wealth Management
Kansas
$211K 6,197 -806 -12%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$208K 6,107 -44,247 -88%
SWP
79
Stratos Wealth Partners
Ohio
$206K 6,055 -1,337 -18%
SWM
80
Spire Wealth Management
Virginia
$180K 5,292 +97 +2%
JWBC
81
John W. Brooker & Co
California
$115K 3,385
IA
82
IFP Advisors
Florida
$107K 3,258
SAM
83
S.A. Mason
Michigan
$103K 3,028 -17 -0.6%
SC
84
Stephens Consulting
Michigan
$92.2K 2,706 +2,445 +937%
APA
85
American Portfolios Advisors
New York
$75.1K 2,203
PCM
86
Penserra Capital Management
California
$65K 1,920 +128 +7%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$60K 1,768 -8,014 -82%
PWM
88
Provident Wealth Management
Tennessee
$60K 1,753
PCFFS
89
Pacific Center for Financial Services
California
$46K 1,339
AWM
90
Aspire Wealth Management
Massachusetts
$42K 1,247 -76 -6%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$39K 1,137 +125 +12%
FRA
92
Front Row Advisors
California
$37K 1,080
Fidelity Investments
93
Fidelity Investments
Massachusetts
$37K 1,085 +682 +169%
PO
94
Private Ocean
California
$31K 915
BWA
95
BDO Wealth Advisors
Florida
$30K 885 -1,576 -64%
AIP
96
Ameritas Investment Partners
Nebraska
$27K 819 -20 -2%
SWM
97
Sugarloaf Wealth Management
Georgia
$25K 743 +1 +0.1%
BCMLT
98
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K 555
CA
99
Clearstead Advisors
Ohio
$21K 623
TCWM
100
Total Clarity Wealth Management
Illinois
$19K 554 +554 New