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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

124 hedge funds and large institutions have $236M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
32
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$13.5M
2
Bank of America
2
Bank of America
North Carolina
$49.3M
3
SWP
3
Sagespring Wealth Partners
Tennessee
$4.46M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.51M
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.66M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$24.6M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
WMR
3
Wealth Management Resources
Rhode Island
$11.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.9M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$225K 5,419 +6 +0.1%
RSF
77
Rik Saylor Financial
Ohio
$210K 5,072 +5,072 New
HWP
78
Hibernia Wealth Partners
Louisiana
$205K 4,948 -4,934 -50%
HI
79
Harbour Investments
Wisconsin
$205K 4,938 -50 -1%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$202K 4,862 -852 -15%
SAM
81
S.A. Mason
Michigan
$194K 4,668 +5 +0.1%
OSAM
82
O'Shaughnessy Asset Management
Connecticut
$178K 4,286 +4,286 New
CCA
83
Criterion Capital Advisors
Tennessee
$126K 3,377 – –
SWM
84
Spire Wealth Management
Virginia
$124K 2,990 – –
AIP
85
Ameritas Investment Partners
Nebraska
$114K 2,740 +68 +3%
SC
86
Stephens Consulting
Michigan
$96.8K 2,334 +2 +0.1%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$95.3K 2,298 +173 +8%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$72.8K 1,756 – –
PWM
89
Provident Wealth Management
Tennessee
$72.7K 1,753 – –
AWM
90
AE Wealth Management
Kansas
$59.5K 1,436 +1,436 New
Comerica Bank
91
Comerica Bank
Texas
$57.6K 1,389 -506 -27%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$57K 1,375 – –
PWA
93
Physician Wealth Advisors
Utah
$56.1K 1,353 +1,353 New
EWA
94
EverSource Wealth Advisors
Alabama
$56K 1,351 +6 +0.4%
RFA
95
Reyes Financial Architecture
California
$55.2K 1,332 +1,332 New
GRP
96
Global Retirement Partners
California
$47.8K 1,152 – –
CTA
97
Colonial Trust Advisors
South Carolina
$46.6K 1,125 – –
FRA
98
Front Row Advisors
California
$43.5K 1,050 – –
PCFFS
99
Pacific Center for Financial Services
California
$31.3K 754 – –
BCMLT
100
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.8K 599 +3 +0.5%
2 3
4
5 6