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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

98 hedge funds and large institutions have $305M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
2.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
27
Increased
40
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$55.7M
2
IDA
2
Intelligence Driven Advisers
California
$12.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.4M
5
CCFM
5
Clear Creek Financial Management
Washington
$4.69M

Top Sellers

1
FP
1
Fiduciary Planning
Florida
$0
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
PCFFS
3
Pacific Center for Financial Services
California
$227K
4
RTS
4
Round Table Services
New Jersey
$4.24M
5
CI
5
CX Institutional
Indiana
$59K
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
1
Merit Financial Group
Georgia
$74.9M 2,897,675 +172,098 +6%
Bank of America
2
Bank of America
North Carolina
$55.7M 2,155,212 +1,022,563 +90%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.4M 633,851 +254,858 +67%
IDA
4
Intelligence Driven Advisers
California
$12.9M 496,966 +496,966 New
LPL Financial
5
LPL Financial
California
$10.9M 421,206 +43,314 +11%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.9M 422,212 +422,212 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.52M 329,296 -40,942 -11%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$7.86M 304,039 +54,838 +22%
LS
9
Leelyn Smith
Illinois
$6.9M 266,983 -32,854 -11%
NA
10
Nottingham Advisors
New York
$5.71M 217,867 -8,189 -4%
UWM
11
USAdvisors Wealth Management
Minnesota
$5.71M 220,749 +65,423 +42%
PA
12
Paragon Advisors
Texas
$4.8M 185,573 -56,215 -23%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.7M 181,879 +107,595 +145%
CCFM
14
Clear Creek Financial Management
Washington
$4.69M 174,926 +174,926 New
RTS
15
Round Table Services
New Jersey
$4.24M 164,086 -174,308 -52%
SFA
16
Stewardship Financial Advisors
Georgia
$3.51M 135,759 +135,759 New
MML Investors Services
17
MML Investors Services
Massachusetts
$3.42M 132,356 +224 +0.2%
BWM
18
Brickley Wealth Management
California
$3M 116,057 +101,094 +676%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.74M 105,872 +33,562 +46%
REMPR
20
Roof Eidam Maycock Peralta (REMP)
California
$2.63M 101,635 -1,835 -2%
UBS Group
21
UBS Group
Switzerland
$2.6M 100,429 +41,699 +71%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.52M 97,521 +97,521 New
AIC
23
Ameritas Investment Company
Nebraska
$2.45M 95,627 +39,198 +69%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.36M 91,237 +16,898 +23%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.3M 88,955 +41,887 +89%
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