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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

125 hedge funds and large institutions have $694M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
44
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$381M
2
AIC
2
Ameritas Investment Company
Nebraska
$9.44M
3
BPA
3
Beacon Pointe Advisors
California
$8.37M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$27.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.2M

Top Sellers

1
LS
1
Leelyn Smith
Illinois
$2M
2
CCFM
2
Clear Creek Financial Management
Washington
$3.26M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$211K
4
FFN
4
Focus Financial Network
Minnesota
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
101
Provident Wealth Management
Tennessee
$65K 1,753 – –
PCFFS
102
Pacific Center for Financial Services
California
$61K 1,646 -708 -30%
PO
103
Private Ocean
California
$45K 1,225 +1,225 New
FRA
104
Front Row Advisors
California
$40K 1,080 – –
PCM
105
Penserra Capital Management
California
$37K 1,024 +1,024 New
SAM
106
Strategic Asset Management
Minnesota
$34K 900 +900 New
Fidelity Investments
107
Fidelity Investments
Massachusetts
$28K 763 -225 -23%
SWM
108
Sugarloaf Wealth Management
Georgia
$27K 741 +1 +0.1%
AIP
109
Ameritas Investment Partners
Nebraska
$25K 693 -116 -14%
KIG
110
Kowal Investment Group
Wisconsin
$22K 581 +581 New
DAC
111
Dividend Assets Capital
South Carolina
$20K 533 +533 New
AF
112
Allworth Financial
California
$20K 545 +545 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$16K 439 – –
BW
114
Bison Wealth
Georgia
$14K 375 – –
CA
115
Clearstead Advisors
Ohio
$14K 381 +381 New
SPWG
116
Sage Private Wealth Group
Illinois
$10K 269 – –
FFA
117
Founders Financial Alliance
North Carolina
$6K 181 +153 +546%
Deutsche Bank
118
Deutsche Bank
Germany
$5K 130 – –
FBT
119
First Bank & Trust
South Dakota
$5K 132 +132 New
PA
120
PSI Advisors
Florida
$4K 120 +120 New
CI
121
CX Institutional
Indiana
$2K 60 -119 -66%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$2K 70 – –
WQ
123
Wealth Quarterback
New Jersey
$2K 31 +1 +3%
RPCA
124
Running Point Capital Advisors
California
$1K 40 – –
FFN
125
Focus Financial Network
Minnesota
– – -26,387 Closed
2 3 4
5
6