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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

133 hedge funds and large institutions have $747M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
44
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$417M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$39.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.8M
4
WMR
4
Wealth Management Resources
Rhode Island
$7.95M
5
AAS
5
Ameritas Advisory Services
Nebraska
$5.64M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$731K
2
Bank of America
2
Bank of America
North Carolina
$56.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$202K
4
PG
4
Prostatis Group
Maryland
$1.16M
5
FTUS
5
Flow Traders U.S.
New York
$328K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$417M 10,679,590 +398,368 +4%
Bank of America
2
Bank of America
North Carolina
$56.5M 1,446,344 -156,993 -10%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$39.2M 1,003,005 +270,036 +37%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$37.8M 967,502 +260,530 +37%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.7M 556,256 -20,242 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15.9M 406,289 +18,556 +5%
LPL Financial
7
LPL Financial
California
$12.6M 321,501 -36,656 -10%
Ameriprise
8
Ameriprise
Minnesota
$9.77M 249,757 -23,485 -9%
BPA
9
Beacon Pointe Advisors
California
$8.93M 228,343 +2,593 +1%
WMR
10
Wealth Management Resources
Rhode Island
$7.95M 203,359 +203,359 New
CWM
11
Cornerstone Wealth Management
Missouri
$7.75M 198,188 +34,236 +21%
AAS
12
Ameritas Advisory Services
Nebraska
$5.64M 144,223 +144,223 New
BWM
13
Brickley Wealth Management
California
$5.36M 137,232 -982 -0.7%
UBS Group
14
UBS Group
Switzerland
$4.95M 126,548 -6,896 -5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.37M 111,729 -3,096 -3%
RJT
16
Raymond James Trust
Florida
$4.33M 110,799 +6,282 +6%
Creative Planning
17
Creative Planning
Kansas
$4.26M 109,081 +1,230 +1%
WFA
18
Wade Financial Advisory
California
$3.84M 98,271 -4,798 -5%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.43M 87,843 -2,298 -3%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$3.32M 84,883 -3,180 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.26M 83,313 -13,290 -14%
SPIA
22
Steward Partners Investment Advisory
New York
$3.03M 77,480 -23,132 -23%
KAS
23
Kestra Advisory Services
Texas
$3.01M 76,917 -18,635 -20%
HSA
24
HBK Sorce Advisory
Pennsylvania
$2.88M 73,645 -17,487 -19%
CF
25
Centaurus Financial
California
$2.86M 73,052 -646 -0.9%
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