SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF

124 hedge funds and large institutions have $236M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
32
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OP
101
ORG Partners
Indiana
$21.9K 528 +3 +0.6%
FFA
102
Founders Financial Alliance
North Carolina
$20.1K 484
MEG
103
Millstone Evans Group
Colorado
$17.8K 429 +429 New
FC
104
Fairscale Capital
New Hampshire
$16.3K 394
BL
105
BFSG LLC
California
$16K 386
William Blair & Company
106
William Blair & Company
Illinois
$13.1K 317
MCM
107
MAI Capital Management
Ohio
$11.4K 276 +276 New
CA
108
Clearstead Advisors
Ohio
$10K 242
SWM
109
Sugarloaf Wealth Management
Georgia
$9.17K 221 +1 +0.5%
TCG
110
Transcendent Capital Group
Oklahoma
$8.04K 194
WWM
111
Wolff Wiese Magana
California
$7.46K 180
CA
112
CoreCap Advisors
Michigan
$6.1K 147
GWM
113
Geneos Wealth Management
Colorado
$4.9K 118
CAS
114
Coppell Advisory Solutions
Texas
$2.81K 68
AIC
115
Archer Investment Corporation
Indiana
$2.78K 67
CIAS
116
Capital Investment Advisory Services
North Carolina
$2.53K 61
S
117
Sachetta
Massachusetts
$2.37K 57
PPWM
118
PFG Private Wealth Management
Florida
$2.32K 56 -18 -24%
HBW
119
Hazlett, Burt & Watson
West Virginia
$2K 57 +1 +2%
IA
120
IFP Advisors
Florida
$1.82K 44
TFA
121
Transamerica Financial Advisors
Florida
$1K 12 -26 -68%
AWM
122
Avior Wealth Management
Nebraska
$870 21 -228 -92%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$539 13
HNB
124
Huntington National Bank
Ohio
FFWM
125
Future Financial Wealth Management
Ohio
$41 1