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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

114 hedge funds and large institutions have $820M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
23
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$127M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$120M
3
RJA
Raymond James & Associates
Florida
$404M
4
SGI
Summit Global Investments
Utah
$12.4M
5
Jane Street
Jane Street
New York
$890K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$37.1M
2
LPL Financial
LPL Financial
California
$6.34M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$15.6M
5
CWM
Cornerstone Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
126
Private Trust Company
Ohio
– -$9.26K -270 Closed
2L
127
25 LLC
Missouri
– -$6.8K -197 Closed
Bessemer Group
128
Bessemer Group
New Jersey
– -$6K -180 Closed
Deutsche Bank
129
Deutsche Bank
Germany
– -$4.46K -130 Closed
OLVIG
130
Oliver Lagore Vanvalin Investment Group
Michigan
– -$1.03K -30 Closed
2 3 4 5
6