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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

122 hedge funds and large institutions have $245M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% 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
26
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$6.22M
2
EWM
2
Executive Wealth Management
Michigan
$5.55M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.62M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$660K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.2M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$8.14M
2
RJT
2
Raymond James Trust
Florida
$402K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$30.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
101
Avior Wealth Management
Nebraska
$10.2K 249 -388 -61%
CA
102
Clearstead Advisors
Ohio
$9.88K 242 – –
SWM
103
Sugarloaf Wealth Management
Georgia
$8.97K 220 -19 -8%
TCG
104
Transcendent Capital Group
Oklahoma
$7.92K 194 +194 New
WWM
105
Wolff Wiese Magana
California
$7.34K 180 – –
CA
106
CoreCap Advisors
Michigan
$6K 147 – –
GWM
107
Geneos Wealth Management
Colorado
$4.82K 118 – –
BCWM
108
Bartlett & Co Wealth Management
Ohio
$3.26K 80 +80 New
PFG
109
Peterson Financial Group
Iowa
$3.25K 80 +80 New
PPWM
110
PFG Private Wealth Management
Florida
$3.02K 74 – –
CAS
111
Coppell Advisory Solutions
Texas
$2.76K 68 – –
AIC
112
Archer Investment Corporation
Indiana
$2.73K 67 – –
CIAS
113
Capital Investment Advisory Services
North Carolina
$2.49K 61 – –
BTI
114
Blue Trust Inc
Georgia
$2.42K 65 -527 -89%
S
115
Sachetta
Massachusetts
$2.32K 57 +1 +2%
TFA
116
Transamerica Financial Advisors
Florida
$2K 38 -74 -66%
HBW
117
Hazlett, Burt & Watson
West Virginia
$2K 56 – –
IA
118
IFP Advisors
Florida
$1.8K 44 -182 -81%
GSEP
119
Golden State Equity Partners
California
$1.47K 36 +36 New
ACA
120
American Capital Advisory
Idaho
$653 16 – –
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$530 13 – –
HNB
122
Huntington National Bank
Ohio
– – – –
FFWM
123
Future Financial Wealth Management
Ohio
$41 1 +1 New
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
– – -114,430 Closed
CPC
125
Consolidated Planning Corp
Georgia
– – -26,329 Closed
2 3 4
5
6