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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

46 hedge funds and large institutions have $52.9M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+16
Holders Change %
+53.33%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
15
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.09M
2
CI
2
CX Institutional
Indiana
$3.09M
3
LPL Financial
3
LPL Financial
California
$7.38M
4
W
4
Wealthquest
Ohio
$2.02M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$908K

Top Sellers

1
NA
1
Nottingham Advisors
New York
$6.94M
2
Jane Street
2
Jane Street
New York
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
IA
4
IFP Advisors
Florida
$0
5
GTAM
5
Global Trust Asset Management
Florida
$252K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.09M 281,856 +157,867 +127%
LPL Financial
2
LPL Financial
California
$7.38M 229,047 +74,913 +49%
NA
3
Nottingham Advisors
New York
$6.94M 211,612 -179,127 -46%
MML Investors Services
4
MML Investors Services
Massachusetts
$3.36M 104,286 +23,689 +29%
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$3.12M 96,925 +12,980 +15%
CI
6
CX Institutional
Indiana
$3.09M 95,860 +95,860 New
CB
7
Community Bank
New York
$2.46M 76,334 -8,110 -10%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.22M 68,976 +3,567 +5%
W
9
Wealthquest
Ohio
$2.02M 62,562 +34,696 +125%
BTS
10
BB&T Securities
Virginia
$1.53M 47,543 -783 -2%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$908K 28,170 +28,170 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$887K 27,521 +9,164 +50%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$862K 26,763 +10,549 +65%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$837K 25,962 +640 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$828K 25,686 +25,686 New
IWM
16
IHT Wealth Management
Illinois
$710K 22,033 +22,033 New
PAG
17
Private Advisor Group
New Jersey
$631K 19,572 +3,558 +22%
NL
18
NWAM LLC
Washington
$621K 19,263 +19,263 New
Citadel Advisors
19
Citadel Advisors
Florida
$580K 17,994 +17,994 New
LFPWM
20
Leicht Financial Planning & Wealth Management
New Jersey
$510K 15,807 +15,807 New
AG
21
Advisor Group
Arizona
$406K 12,582 +3,440 +38%
SPIA
22
Steward Partners Investment Advisory
New York
$383K 11,900 -1,097 -8%
IWC
23
Integrated Wealth Concepts
Massachusetts
$366K 11,356 +11,356 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$361K 11,187 +8,906 +390%
WWM
25
Western Wealth Management
Colorado
$306K 9,503 +226 +2%
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