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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

121 hedge funds and large institutions have $655M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 9 closing their positions.

Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
43
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$57.1M
3
Bank of America
3
Bank of America
North Carolina
$45.7M
4
SGI
4
Summit Global Investments
Utah
$5.46M
5
TFA
5
Transamerica Financial Advisors
Florida
$2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.5M
2
Ameriprise
2
Ameriprise
Minnesota
$7.09M
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.47M
4
TRCT
4
Tower Research Capital (TRC)
New York
$29K
5
Jane Street
5
Jane Street
New York
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$351M 10,993,313 +17,418 +0.2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$57.1M 1,790,076 +337,066 +23%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.4M 1,735,800 +386,865 +29%
Bank of America
4
Bank of America
North Carolina
$45.7M 1,432,133 +121,048 +9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.3M 541,422 +59,509 +12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.9M 342,757 +24,792 +8%
LPL Financial
7
LPL Financial
California
$9.99M 312,917 +10,843 +4%
WMR
8
Wealth Management Resources
Rhode Island
$8.35M 261,692 +4,317 +2%
Ameriprise
9
Ameriprise
Minnesota
$7.09M 197,902 -37,750 -16%
SGI
10
Summit Global Investments
Utah
$5.46M 170,953 +97,489 +133%
WFA
11
Wade Financial Advisory
California
$4.66M 146,052 +18,099 +14%
BPA
12
Beacon Pointe Advisors
California
$4.37M 136,911 +2,840 +2%
UBS Group
13
UBS Group
Switzerland
$4.18M 130,936 +1,839 +1%
BWM
14
Brickley Wealth Management
California
$4.11M 128,908 +57 +0%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$3.76M 117,744 +13,135 +13%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.6M 112,672 +43,302 +62%
RJT
17
Raymond James Trust
Florida
$3.51M 109,874 +3,675 +3%
Creative Planning
18
Creative Planning
Kansas
$3.36M 105,409 -2,053 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.35M 105,018 -330 -0.3%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.89M 90,395 -121 -0.1%
KAS
21
Kestra Advisory Services
Texas
$2.62M 82,199 +13,054 +19%
RCAG
22
Rehmann Capital Advisory Group
Michigan
$2.59M 81,233 -38 -0%
SPC
23
Sigma Planning Corp
Michigan
$2.01M 62,988 +279 +0.4%
TFA
24
Transamerica Financial Advisors
Florida
$2M 62,607 +62,606 +6,260,600%
HNWAG
25
High Net Worth Advisory Group
Florida
$1.91M 59,956 +751 +1%
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