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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

121 hedge funds and large institutions have $662M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
27
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$49.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.56M
5
WMR
5
Wealth Management Resources
Rhode Island
$8.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$44.7M
2
SGI
2
Summit Global Investments
Utah
$2.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$208K
4
APWM
4
Atlas Private Wealth Management
New York
$0
5
PFA
5
Professional Financial Advisors
Nebraska
$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
101
First Horizon Advisors
Tennessee
$14K – – –
BW
102
Bison Wealth
Georgia
$13K – – –
SPWG
103
Sage Private Wealth Group
Illinois
$9K – – –
PTC
104
Private Trust Company
Ohio
$9K +$9K +270 New
GI
105
Gradient Investments
Minnesota
$9K +$9K +273 New
FFA
106
Founders Financial Alliance
North Carolina
$7K – – –
MCC
107
Money Concepts Capital
Florida
$5K – – –
SWM
108
Selective Wealth Management
Virginia
$5K +$5K +157 New
SL
109
Savior LLC
Massachusetts
$5K +$5K +157 New
EWM
110
Endurance Wealth Management
Rhode Island
$4K – – –
Deutsche Bank
111
Deutsche Bank
Germany
$4K – – –
PPWM
112
PFG Private Wealth Management
Florida
$3K -$41 -1 -1%
PA
113
PSI Advisors
Florida
$3K – – –
AIC
114
Archer Investment Corporation
Indiana
$2.28K – – –
CIAS
115
Capital Investment Advisory Services
North Carolina
$2K – – –
CA
116
Crewe Advisors
Utah
$2K – – –
BTI
117
Blue Trust Inc
Georgia
$2K +$2K +50 New
HBW
118
Hazlett, Burt & Watson
West Virginia
$2K +$2K +54 New
CA
119
CoreCap Advisors
Michigan
$1K -$460K -8,283 -100%
FWM
120
Focused Wealth Management
New York
$1K – – –
TFA
121
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
GWM
122
Geneos Wealth Management
Colorado
$1K +$1K +37 New
APWM
123
Atlas Private Wealth Management
New York
– -$1.28M -34,391 Closed
PG
124
Prostatis Group
Maryland
– -$961K -25,856 Closed
FTUS
125
Flow Traders U.S.
New York
– -$845K -22,723 Closed
2 3 4
5
6