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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

118 hedge funds and large institutions have $811M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $768M → $811M (+$42.8M)

2.77% more ownership

Funds ownership: 97.92% → 100.69% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 126 → 118 (-8)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
37
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$20.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.9M
3
RJA
Raymond James & Associates
Florida
+$12.3M
4
SGI
Summit Global Investments
Utah
+$3.85M
5
WMR
Wealth Management Resources
Rhode Island
+$1.06M

Top Sellers

1
PFA
Professional Financial Advisors
Nebraska
-$2.13M
2
TFA
Transamerica Financial Advisors
Florida
-$2.11M
3
Bank of America
Bank of America
North Carolina
-$1.84M
4
FFWM
Future Financial Wealth Management
Ohio
-$1.56M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
126
Western Wealth Management
Colorado
– -$212K -6,118 Closed
ONST
127
Old North State Trust
North Carolina
– -$65K -1,875 Closed
SIS
128
Sound Income Strategies
Florida
– -$55.2K -1,592 Closed
PCM
129
Penserra Capital Management
California
– -$42K -1,231 Closed
ASN
130
Advisory Services Network
Georgia
– -$8.84K -255 Closed
AWM
131
Avior Wealth Management
Nebraska
– -$3.78K -109 Closed
BAM
132
Belpointe Asset Management
Nevada
– -$3.09K -89 Closed
CA
133
Crewe Advisors
Utah
– -$2.53K -73 Closed
AWM
134
Abound Wealth Management
Tennessee
– -$1.67K -48 Closed
TCWA
135
Ten Capital Wealth Advisors
Washington
– -$1.56K -45 Closed
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
– -$1.39K -40 Closed
2 3 4 5
6