SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

119 hedge funds and large institutions have $679M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
21
Increased
47
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$8.89M
2
TWP
2
Tower Wealth Partners
Pennsylvania
$7.79M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$27.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.99M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$12.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.4M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$815K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$23.9M
4
KAS
4
Kestra Advisory Services
Texas
$9.93M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.53M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$324M 9,557,579 +23,363 +0.2%
Bank of America
2
Bank of America
North Carolina
$63.4M 1,869,848 -533,756 -22%
HSA
3
HBK Sorce Advisory
Pennsylvania
$27.2M 801,672 +139,619 +21%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$23.9M 704,534 -217,713 -24%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.7M 494,176 +89,510 +22%
LS
6
Leelyn Smith
Illinois
$13.8M 351,591 -76,173 -18%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$12.9M 379,792 +97,427 +35%
LPL Financial
8
LPL Financial
California
$12.8M 378,388 -10,071 -3%
KAS
9
Kestra Advisory Services
Texas
$9.93M 294,374 -194,866 -40%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.34M 275,537 -164,933 -37%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.99M 265,376 +130,060 +96%
CCFM
12
Clear Creek Financial Management
Washington
$8.89M 262,339 +262,339 New
UWM
13
USAdvisors Wealth Management
Minnesota
$8.78M 257,474 +17,253 +7%
TWP
14
Tower Wealth Partners
Pennsylvania
$7.79M 229,890 +229,890 New
MML Investors Services
15
MML Investors Services
Massachusetts
$6.59M 194,573 +1,559 +0.8%
Ameriprise
16
Ameriprise
Minnesota
$5.42M 160,258 +51,653 +48%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.39M 159,057 -181,284 -53%
SPIA
18
Steward Partners Investment Advisory
New York
$5.04M 148,560 +2,864 +2%
BWM
19
Brickley Wealth Management
California
$4.76M 140,528 +4,136 +3%
UBS Group
20
UBS Group
Switzerland
$4.46M 131,670 +2,344 +2%
CWM
21
Cornerstone Wealth Management
Missouri
$4.11M 121,238 +45,814 +61%
WFA
22
Wade Financial Advisory
California
$3.82M 112,718 +15,451 +16%
KPWS
23
Kestra Private Wealth Services
Texas
$3.68M 108,933 +1,166 +1%
Creative Planning
24
Creative Planning
Kansas
$3.64M 107,482 -3,375 -3%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$3.52M 103,946 -1,520 -1%
1
2 3 4 5