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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

133 hedge funds and large institutions have $747M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
44
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$417M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$39.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.8M
4
CCC
4
Crescent Capital Consulting
Louisiana
$1.96M
5
CWM
5
Cornerstone Wealth Management
Missouri
$7.75M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$731K
2
Bank of America
2
Bank of America
North Carolina
$56.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$202K
4
PG
4
Prostatis Group
Maryland
$1.16M
5
FTUS
5
Flow Traders U.S.
New York
$328K
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
126
Deutsche Bank
Germany
$5K 130 – –
PA
127
PSI Advisors
Florida
$5K 120 – –
SCA
128
Snowden Capital Advisors
New York
$5K 132 +132 New
MCC
129
Money Concepts Capital
Florida
$5K 135 +135 New
PPWM
130
PFG Private Wealth Management
Florida
$4K 109 -1,730 -94%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$2K 70 – –
FWM
132
Focused Wealth Management
New York
$2K 39 +39 New
CIAS
133
Capital Investment Advisory Services
North Carolina
$2K 61 +61 New
SFM
134
Signet Financial Management
New Jersey
$1K 25 +25 New
FC
135
Fulcrum Capital
Washington
– – -43,612 Closed
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
– – -15,763 Closed
CB
137
Commerce Bank
Missouri
– – -8,358 Closed
IWS
138
Insight Wealth Strategies
California
– – -6,025 Closed
Betterment LLC
139
Betterment LLC
New York
– – -5,895 Closed
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
– – -5,682 Closed
SAM
141
Strategic Asset Management
Minnesota
– – -900 Closed
KIG
142
Kowal Investment Group
Wisconsin
– – -581 Closed
FBT
143
First Bank & Trust
South Dakota
– – -132 Closed
CI
144
CX Institutional
Indiana
– – -60 Closed
RPCA
145
Running Point Capital Advisors
California
– – -40 Closed
PCG
146
Private Capital Group
Connecticut
– – -3 Closed
CFGS
147
Concourse Financial Group Securities
Alabama
– – – –
CFA
148
Carroll Financial Associates
North Carolina
$0 25 +15 +150%
2 3 4 5
6