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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

89 hedge funds and large institutions have $334M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
89
Holders Change
+18
Holders Change %
+25.35%
% of All Funds
1.76%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
24
Increased
46
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$40.2M
2
PA
2
Paragon Advisors
Texas
$8.55M
3
FP
3
Fiduciary Planning
Florida
$7.75M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.1M
5
IAA
5
Independent Advisor Alliance
North Carolina
$6.64M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
WIA
4
World Investment Advisors
California
$344K
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$712K
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
1
Merit Financial Group
Georgia
$96.7M 2,725,577 +180,878 +7%
Bank of America
2
Bank of America
North Carolina
$40.2M 1,132,649 +668,750 +144%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.4M 378,993 +151,450 +67%
LPL Financial
4
LPL Financial
California
$13.4M 377,892 +48,174 +15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13.1M 370,238 +194,173 +110%
RTS
6
Round Table Services
New Jersey
$12M 338,394 +47,221 +16%
PCFFS
7
Pacific Center for Financial Services
California
$8.86M 249,725 +3,628 +1%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$8.84M 249,201 +285 +0.1%
PA
9
Paragon Advisors
Texas
$8.55M 241,788 +241,788 New
NA
10
Nottingham Advisors
New York
$8.04M 226,056 +2,139 +1%
FP
11
Fiduciary Planning
Florida
$7.75M 216,656 +216,656 New
IAA
12
Independent Advisor Alliance
North Carolina
$6.64M 187,065 +187,065 New
BFG
13
Barber Financial Group
Kansas
$5.87M 165,523 +90,017 +119%
CI
14
CX Institutional
Indiana
$5.59M 157,540 +607 +0.4%
UWM
15
USAdvisors Wealth Management
Minnesota
$5.41M 155,326 +155,326 New
MML Investors Services
16
MML Investors Services
Massachusetts
$4.69M 132,132 +8,101 +7%
PAG
17
Private Advisor Group
New Jersey
$4.58M 129,052 +90,102 +231%
W
18
Wealthquest
Ohio
$4.22M 118,951 +22,748 +24%
Allianz Asset Management
19
Allianz Asset Management
Germany
$3.78M 106,694 +43,694 +69%
REMPR
20
Roof Eidam Maycock Peralta (REMP)
California
$3.67M 103,470 +2,200 +2%
Jane Street
21
Jane Street
New York
$3.49M 98,378 -4,928 -5%
WFA
22
Wade Financial Advisory
California
$3.12M 87,865 +87,865 New
RJA
23
Raymond James & Associates
Florida
$2.98M 84,057 +84,057 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$2.94M 83,081 -2,245 -3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.64M 74,339 +16,417 +28%
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