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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

125 hedge funds and large institutions have $694M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
44
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$381M
2
AIC
2
Ameritas Investment Company
Nebraska
$9.44M
3
BPA
3
Beacon Pointe Advisors
California
$8.37M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$27.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.2M

Top Sellers

1
LS
1
Leelyn Smith
Illinois
$2M
2
CCFM
2
Clear Creek Financial Management
Washington
$3.26M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$211K
4
FFN
4
Focus Financial Network
Minnesota
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$381M 10,281,222 +292,922 +3%
Bank of America
2
Bank of America
North Carolina
$59.5M 1,603,337 +12,113 +0.8%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$27.2M 732,969 +153,743 +27%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.2M 706,972 +111,296 +19%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.4M 576,498 -11,589 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$14.4M 387,733 +12,201 +3%
LPL Financial
7
LPL Financial
California
$13.3M 358,157 -2,860 -0.8%
Ameriprise
8
Ameriprise
Minnesota
$10.4M 273,242 -3,146 -1%
AIC
9
Ameritas Investment Company
Nebraska
$9.44M 254,575 +215,811 +557%
BPA
10
Beacon Pointe Advisors
California
$8.37M 225,750 +198,848 +739%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$6.53M 176,100 +4,288 +2%
CWM
12
Cornerstone Wealth Management
Missouri
$6.08M 163,952 +13,619 +9%
BWM
13
Brickley Wealth Management
California
$5.13M 138,214 -2,393 -2%
UBS Group
14
UBS Group
Switzerland
$4.95M 133,444 -579 -0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.26M 114,825 -1,801 -2%
PG
16
Prostatis Group
Maryland
$4.11M 110,858 +8,030 +8%
Creative Planning
17
Creative Planning
Kansas
$4M 107,851 -771 -0.7%
RJT
18
Raymond James Trust
Florida
$3.88M 104,517 +711 +0.7%
WFA
19
Wade Financial Advisory
California
$3.82M 103,069 -12,150 -11%
SPIA
20
Steward Partners Investment Advisory
New York
$3.73M 100,612 +105 +0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.59M 96,603 -956 -1%
KAS
22
Kestra Advisory Services
Texas
$3.54M 95,552 -9,765 -9%
HSA
23
HBK Sorce Advisory
Pennsylvania
$3.38M 91,132 -16,453 -15%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.34M 90,141 -9,074 -9%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$3.27M 88,063 -282 -0.3%
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