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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

53 hedge funds and large institutions have $114M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
27
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$13.6M
2
EWM
2
Executive Wealth Management
Michigan
$12.3M
3
PCFFS
3
Pacific Center for Financial Services
California
$7.73M
4
RTS
4
Round Table Services
New Jersey
$5.72M
5
Jane Street
5
Jane Street
New York
$4.44M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$28K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AI
1
Atria Investments
North Carolina
$13.6M 399,110 +399,110 New
Bank of America
2
Bank of America
North Carolina
$13.6M 407,983 +126,127 +45%
EWM
3
Executive Wealth Management
Michigan
$12.3M 370,261 +370,261 New
LPL Financial
4
LPL Financial
California
$9.46M 283,874 +54,827 +24%
PCFFS
5
Pacific Center for Financial Services
California
$7.73M 231,865 +231,865 New
NA
6
Nottingham Advisors
New York
$7.28M 216,202 +4,590 +2%
RTS
7
Round Table Services
New Jersey
$5.72M 171,693 +171,693 New
CI
8
CX Institutional
Indiana
$4.76M 142,817 +46,957 +49%
Jane Street
9
Jane Street
New York
$4.44M 133,138 +133,138 New
MML Investors Services
10
MML Investors Services
Massachusetts
$3.85M 115,557 +11,271 +11%
REMPR
11
Roof Eidam Maycock Peralta (REMP)
California
$3.34M 100,225 +3,300 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.84M 85,149 +58,386 +218%
W
13
Wealthquest
Ohio
$2.62M 78,512 +15,950 +25%
CB
14
Community Bank
New York
$2.53M 75,959 -375 -0.5%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$2.52M 75,385 +64,198 +574%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.5M 74,916 +5,940 +9%
BFG
17
Barber Financial Group
Kansas
$1.08M 32,461 +32,461 New
AG
18
Advisor Group
Arizona
$1.05M 31,487 +18,905 +150%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.03M 30,959 +3,438 +12%
SWP
20
Stratos Wealth Partners
Ohio
$1.03M 30,772 +30,772 New
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.02M 30,618 +2,448 +9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$920K 27,609 +1,647 +6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$898K 26,954 +1,268 +5%
IWM
24
IHT Wealth Management
Illinois
$818K 24,541 +2,508 +11%
LFPWM
25
Leicht Financial Planning & Wealth Management
New Jersey
$764K 22,911 +7,104 +45%
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