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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

101 hedge funds and large institutions have $576M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
18
Increased
41
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$262M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.8M
3
Bank of America
3
Bank of America
North Carolina
$80.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$26.5M
5
W
5
Wealthquest
Ohio
$4.62M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$624K
2
PA
2
Paragon Advisors
Texas
$442K
3
RTS
3
Round Table Services
New Jersey
$1.71M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$262M 9,026,106 +9,001,449 +36,507%
Bank of America
2
Bank of America
North Carolina
$80.7M 2,785,246 +630,034 +29%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$30.8M 1,063,071 +733,775 +223%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$26.5M 914,333 +280,482 +44%
IDA
5
Intelligence Driven Advisers
California
$16M 550,556 +53,590 +11%
LPL Financial
6
LPL Financial
California
$14M 481,837 +60,631 +14%
Osaic Holdings
7
Osaic Holdings
Arizona
$12.6M 433,683 +11,471 +3%
LS
8
Leelyn Smith
Illinois
$11.4M 355,132 +88,149 +33%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$8.96M 309,064 +5,025 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.37M 288,682 +106,803 +59%
UWM
11
USAdvisors Wealth Management
Minnesota
$6.92M 238,594 +17,845 +8%
SFA
12
Stewardship Financial Advisors
Georgia
$5.36M 184,944 +49,185 +36%
MML Investors Services
13
MML Investors Services
Massachusetts
$5.23M 180,555 +48,199 +36%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$4.68M 161,315 +55,443 +52%
W
15
Wealthquest
Ohio
$4.62M 159,385 +159,385 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.27M 147,182 +58,227 +65%
BWM
17
Brickley Wealth Management
California
$3.63M 125,355 +9,298 +8%
CCFM
18
Clear Creek Financial Management
Washington
$3.45M 118,844 -56,082 -32%
UBS Group
19
UBS Group
Switzerland
$3.4M 117,419 +16,990 +17%
SPIA
20
Steward Partners Investment Advisory
New York
$3.36M 115,765 +39,431 +52%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$3.13M 108,068 +96,858 +864%
WFA
22
Wade Financial Advisory
California
$2.62M 90,434 +15,410 +21%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.58M 89,092 -2,145 -2%
RJT
24
Raymond James Trust
Florida
$2.57M 88,528 +88,528 New
AIC
25
Ameritas Investment Company
Nebraska
$2.53M 87,336 -8,291 -9%
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