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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

124 hedge funds and large institutions have $709M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
50
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$408M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$44.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.3M
4
SGI
4
Summit Global Investments
Utah
$5.53M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.87M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12.8M
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
BPA
3
Beacon Pointe Advisors
California
$5.27M
4
Bank of America
4
Bank of America
North Carolina
$51.9M
5
AAS
5
Ameritas Advisory Services
Nebraska
$3.67M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$408M 10,966,269 +286,679 +3%
Bank of America
2
Bank of America
North Carolina
$51.9M 1,395,863 -50,481 -3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$44.1M 1,185,380 +182,375 +18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.3M 1,109,508 +142,006 +15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.3M 437,458 +31,169 +8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.8M 345,225 -211,031 -38%
LPL Financial
7
LPL Financial
California
$11.8M 316,800 -4,701 -1%
Ameriprise
8
Ameriprise
Minnesota
$9.36M 251,762 +2,005 +0.8%
WMR
9
Wealth Management Resources
Rhode Island
$7.75M 208,564 +5,205 +3%
SGI
10
Summit Global Investments
Utah
$5.53M 148,707 +119,762 +414%
BPA
11
Beacon Pointe Advisors
California
$5.27M 141,791 -86,552 -38%
BWM
12
Brickley Wealth Management
California
$5.05M 135,907 -1,325 -1%
UBS Group
13
UBS Group
Switzerland
$4.95M 133,021 +6,473 +5%
WFA
14
Wade Financial Advisory
California
$4.43M 119,228 +20,957 +21%
Creative Planning
15
Creative Planning
Kansas
$4.07M 109,361 +280 +0.3%
RJT
16
Raymond James Trust
Florida
$3.89M 104,640 -6,159 -6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.88M 104,231 -7,498 -7%
AAS
18
Ameritas Advisory Services
Nebraska
$3.67M 98,600 -45,623 -32%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.52M 94,546 +6,703 +8%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$3.09M 82,997 -1,886 -2%
KAS
21
Kestra Advisory Services
Texas
$2.73M 73,420 -3,497 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.69M 68,231 -15,082 -18%
SPC
23
Sigma Planning Corp
Michigan
$2.42M 64,956 +764 +1%
HNWAG
24
High Net Worth Advisory Group
Florida
$2.4M 64,580 +3,675 +6%
SPIA
25
Steward Partners Investment Advisory
New York
$2.29M 61,455 -16,025 -21%
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