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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

119 hedge funds and large institutions have $704M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
39
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$380M
2
CCFM
Clear Creek Financial Management
Washington
$7.43M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$22M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.7M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.11M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
$12M
2
SGI
Summit Global Investments
Utah
$1.21M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.75M
4
Citadel Advisors
Citadel Advisors
Florida
$918K
5
HSA
HBK Sorce Advisory
Pennsylvania
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
126
Goldman Sachs
New York
– -$254K -6,896 Closed
NA
127
Nottingham Advisors
New York
– -$214K -5,804 Closed
EP
128
Eudaimonia Partners
Tennessee
– -$117K -3,176 Closed
SFS
129
Sowell Financial Services
Arkansas
– -$16K -413 Closed
EIP
130
Ellis Investment Partners
Pennsylvania
– -$11K -305 Closed
2 3 4 5
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