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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

121 hedge funds and large institutions have $662M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
27
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$49.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.56M
5
WMR
5
Wealth Management Resources
Rhode Island
$8.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$44.7M
2
SGI
2
Summit Global Investments
Utah
$2.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$208K
4
APWM
4
Atlas Private Wealth Management
New York
$0
5
PFA
5
Professional Financial Advisors
Nebraska
$799K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$374M 10,975,895 +9,626 +0.1%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$49.5M 1,453,010 +267,630 +23%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$46M 1,348,935 +239,427 +22%
Bank of America
4
Bank of America
North Carolina
$44.7M 1,311,085 -84,778 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.4M 481,913 +44,455 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.8M 317,965 -27,260 -8%
LPL Financial
7
LPL Financial
California
$10.3M 302,074 -14,726 -5%
WMR
8
Wealth Management Resources
Rhode Island
$8.77M 257,375 +48,811 +23%
Ameriprise
9
Ameriprise
Minnesota
$8.03M 235,652 -16,110 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.5M 190,828 +141,307 +285%
BPA
11
Beacon Pointe Advisors
California
$4.57M 134,071 -7,720 -5%
UBS Group
12
UBS Group
Switzerland
$4.4M 129,097 -3,924 -3%
BWM
13
Brickley Wealth Management
California
$4.39M 128,851 -7,056 -5%
WFA
14
Wade Financial Advisory
California
$4.36M 127,953 +8,725 +7%
Creative Planning
15
Creative Planning
Kansas
$3.66M 107,462 -1,899 -2%
RJT
16
Raymond James Trust
Florida
$3.62M 106,199 +1,559 +1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.59M 105,348 +1,117 +1%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$3.56M 104,609 +54,302 +108%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.08M 90,516 -4,030 -4%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$2.77M 81,271 -1,726 -2%
SGI
21
Summit Global Investments
Utah
$2.5M 73,464 -75,243 -51%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.37M 69,370 +1,139 +2%
KAS
23
Kestra Advisory Services
Texas
$2.36M 69,145 -4,275 -6%
AAS
24
Ameritas Advisory Services
Nebraska
$2.24M 65,754 -32,846 -33%
SPC
25
Sigma Planning Corp
Michigan
$2.14M 62,709 -2,247 -3%
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