SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF

122 hedge funds and large institutions have $245M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
26
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$202K -$26.7K -655 -12%
SAM
77
S.A. Mason
Michigan
$190K +$612 +15 +0.3%
CCA
78
Criterion Capital Advisors
Tennessee
$126K
SWM
79
Spire Wealth Management
Virginia
$122K
AIP
80
Ameritas Investment Partners
Nebraska
$109K +$23.9K +585 +28%
SC
81
Stephens Consulting
Michigan
$95.1K +$122 +3 +0.1%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$86.7K -$7.34K -180 -8%
Comerica Bank
83
Comerica Bank
Texas
$77.3K +$49.7K +1,217 +179%
PWM
84
Provident Wealth Management
Tennessee
$71.5K
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$71.3K +$71.3K +1,756 New
Citigroup
86
Citigroup
New York
$59.5K +$59.5K +1,459 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$56.1K
EWA
88
EverSource Wealth Advisors
Alabama
$54.9K +$286 +7 +0.5%
JIP
89
Jaffetilchin Investment Partners
Florida
$51.1K +$51.1K +1,253 New
GRP
90
Global Retirement Partners
California
$47K
CTA
91
Colonial Trust Advisors
South Carolina
$45.9K
ATS
92
Ashton Thomas Securities
New York
$44.6K +$35.5K +871 +391%
FRA
93
Front Row Advisors
California
$42.8K -$1.22K -30 -3%
PCFFS
94
Pacific Center for Financial Services
California
$30.8K
BCMLT
95
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3K +$163 +4 +0.7%
OP
96
ORG Partners
Indiana
$21.4K
FFA
97
Founders Financial Alliance
North Carolina
$19.7K
FC
98
Fairscale Capital
New Hampshire
$16.1K
BL
99
BFSG LLC
California
$15.7K +$15.7K +386 New
William Blair & Company
100
William Blair & Company
Illinois
$12.9K