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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

133 hedge funds and large institutions have $747M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
44
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$417M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$39.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.8M
4
CCC
4
Crescent Capital Consulting
Louisiana
$1.96M
5
CWM
5
Cornerstone Wealth Management
Missouri
$7.75M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$731K
2
Bank of America
2
Bank of America
North Carolina
$56.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$202K
4
PG
4
Prostatis Group
Maryland
$1.16M
5
FTUS
5
Flow Traders U.S.
New York
$328K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
101
Next Financial Group
Texas
$102K -$35.1K -895 -26%
BWA
102
BDO Wealth Advisors
Florida
$96K +$156 +4 +0.2%
CWS
103
Confluence Wealth Services
Pennsylvania
$89K +$89K +2,299 New
IA
104
IFP Advisors
Florida
$81K -$124K -2,879 -60%
ONST
105
Old North State Trust
North Carolina
$73K – – –
PWM
106
Provident Wealth Management
Tennessee
$69K – – –
PCM
107
Penserra Capital Management
California
$65K +$25K +640 +63%
PCFFS
108
Pacific Center for Financial Services
California
$64K +$78 +2 +0.1%
AWM
109
Aspire Wealth Management
Massachusetts
$52K +$52K +1,319 New
FRA
110
Front Row Advisors
California
$42K – – –
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$39K +$39K +986 New
PO
112
Private Ocean
California
$36K -$12.2K -310 -25%
SWM
113
Sugarloaf Wealth Management
Georgia
$29K +$39 +1 +0.1%
AIP
114
Ameritas Investment Partners
Nebraska
$27K +$384 +10 +1%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$24K -$5.39K -140 -18%
CA
116
Clearstead Advisors
Ohio
$24K +$9.3K +241 +63%
AF
117
Allworth Financial
California
$20K -$1.8K -45 -8%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$17K – – –
BW
119
Bison Wealth
Georgia
$15K – – –
DAC
120
Dividend Assets Capital
South Carolina
$10K -$10.3K -270 -51%
SPWG
121
Sage Private Wealth Group
Illinois
$10K – – –
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$7K -$2.01M -51,692 -100%
FFA
123
Founders Financial Alliance
North Carolina
$7K – – –
SC
124
Stephens Consulting
Michigan
$6.94K +$6.94K +178 New
SWM
125
Selective Wealth Management
Virginia
$6K +$6K +162 New
2 3 4
5
6