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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

115 hedge funds and large institutions have $680M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
35
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGI
1
Summit Global Investments
Utah
$7.61M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$6.58M
3
AIC
3
Ameritas Investment Company
Nebraska
$7.59M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.35M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$7.43M
2
Bank of America
2
Bank of America
North Carolina
$59.2M
3
UWM
3
USAdvisors Wealth Management
Minnesota
$723K
4
CCFM
4
Clear Creek Financial Management
Washington
$1.61M
5
TWP
5
Tower Wealth Partners
Pennsylvania
$400K
Name Market Value Shares Shares
Change 		Shares
Change %
ONST
101
Old North State Trust
North Carolina
$69K 1,875 -168 -8%
PWM
102
Provident Wealth Management
Tennessee
$68K 1,855 -1,497 -45%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$42K 1,136 +1,136 New
FRA
104
Front Row Advisors
California
$40K 1,080 – –
GWM
105
Geneos Wealth Management
Colorado
$38K 1,012 – –
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$38K 986 – –
AIP
107
Ameritas Investment Partners
Nebraska
$31K 854 +107 +14%
SFS
108
Sowell Financial Services
Arkansas
$16K 413 +220 +114%
EIP
109
Ellis Investment Partners
Pennsylvania
$11K 305 – –
SPWG
110
Sage Private Wealth Group
Illinois
$10K 269 – –
CI
111
CX Institutional
Indiana
$6K 179 – –
Deutsche Bank
112
Deutsche Bank
Germany
$5K 130 – –
Citigroup
113
Citigroup
New York
$1K 25 +25 New
RPCA
114
Running Point Capital Advisors
California
$1K 40 +40 New
SWM
115
Sugarloaf Wealth Management
Georgia
$38 3,324 +1,763 +113%
PPWM
116
PFG Private Wealth Management
Florida
– – -64,893 Closed
CB
117
Community Bank
New York
– – -33,184 Closed
RFN
118
RDA Financial Network
Iowa
– – -24,417 Closed
CFG
119
Cooper Financial Group
California
– – -21,241 Closed
BFG
120
Barber Financial Group
Kansas
– – -17,935 Closed
CA
121
Cetera Advisors
Colorado
– – -15,507 Closed
Brown Advisory
122
Brown Advisory
Maryland
– – -13,629 Closed
Jane Street
123
Jane Street
New York
– – -9,974 Closed
IF
124
Intrua Financial
Texas
– – -8,924 Closed
WAS
125
Wealth Advisory Solutions
Indiana
– – -8,201 Closed
2 3 4
5
6