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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

123 hedge funds and large institutions have $716M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
33
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$492M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.27M
3
Goldman Sachs
Goldman Sachs
New York
$2.42M
4
NA
NewEdge Advisors
Louisiana
$1.51M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$16.2M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$32.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.8M
3
UBS Group
UBS Group
Switzerland
$2.76M
4
MML Investors Services
MML Investors Services
Massachusetts
$1.04M
5
Citadel Advisors
Citadel Advisors
Florida
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAA
126
Global Assets Advisory
Florida
– -$332K -12,357 Closed
BI
127
Berkeley Inc
Idaho
– -$440K -11,759 Closed
TGAM
128
TBH Global Asset Management
Tennessee
– -$369K -9,864 Closed
FTUS
129
Flow Traders U.S.
New York
– -$271K -7,228 Closed
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
– -$238K -6,354 Closed
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
– -$23.8K -640 Closed
SIM
132
Studio Investment Management
Illinois
– -$11.6K -309 Closed
WWP
133
WR Wealth Planners
Missouri
– -$10.4K -278 Closed
ITIM
134
Indiana Trust & Investment Management
Indiana
– -$7.15K -191 Closed
DFA
135
DHJJ Financial Advisors
Illinois
– -$6.11K -163 Closed
AGWCA
136
Annis Gardner Whiting Capital Advisors
Florida
– -$3.6K -96 Closed
FFWM
137
Future Financial Wealth Management
Ohio
– -$37 -1 Closed
2 3 4 5
6