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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

122 hedge funds and large institutions have $735M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
41
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$483M
2
RJT
2
Raymond James Trust
Florida
$5.23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.12M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$1.03M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$46.8M
3
Ameriprise
3
Ameriprise
Minnesota
$7.12M
4
WFA
4
Wade Financial Advisory
California
$2.85M
5
LPL Financial
5
LPL Financial
California
$6.44M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
101
Sugarloaf Wealth Management
Georgia
$8.92K 238 +1 +0.4%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$8.73K 233 – –
IA
103
IFP Advisors
Florida
$8.48K 226 – –
ITIM
104
Indiana Trust & Investment Management
Indiana
$7.15K 191 +191 New
WWM
105
Wolff Wiese Magana
California
$6.74K 180 – –
DFA
106
DHJJ Financial Advisors
Illinois
$6.11K 163 – –
ACA
107
American Capital Advisory
Idaho
$5.34K 154 +138 +863%
TFA
108
Transamerica Financial Advisors
Florida
$5K 112 -112 -50%
CP
109
Castleview Partners
Texas
$4.95K 132 +92 +230%
GWM
110
Geneos Wealth Management
Colorado
$4.41K 118 – –
CA
111
CoreCap Advisors
Michigan
$3.9K 104 +104 New
AGWCA
112
Annis Gardner Whiting Capital Advisors
Florida
$3.6K 96 +96 New
PPWM
113
PFG Private Wealth Management
Florida
$2.77K 74 – –
AIC
114
Archer Investment Corporation
Indiana
$2.51K 67 – –
CIAS
115
Capital Investment Advisory Services
North Carolina
$2.28K 61 – –
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$2.06K 55 -503 -90%
HBW
117
Hazlett, Burt & Watson
West Virginia
$2K 56 – –
S
118
Sachetta
Massachusetts
$1.4K 39 – –
TSWM
119
Tyler-Stone Wealth Management
Ohio
$1.09K 29 – –
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$487 13 -334 -96%
AssetMark Inc
121
AssetMark Inc
California
$262 7 +7 New
HNB
122
Huntington National Bank
Ohio
– – – –
FFWM
123
Future Financial Wealth Management
Ohio
$37 1 +1 New
Two Sigma Investments
124
Two Sigma Investments
New York
– – -13,900 Closed
CWS
125
Confluence Wealth Services
Pennsylvania
– – -7,517 Closed
2 3 4
5
6