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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

126 hedge funds and large institutions have $749M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
43
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$78.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$76.2M
3
RJA
3
Raymond James & Associates
Florida
$386M
4
Bank of America
4
Bank of America
North Carolina
$53.5M
5
Ameriprise
5
Ameriprise
Minnesota
$9.93M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$746K
2
Jane Street
2
Jane Street
New York
$0
3
LPL Financial
3
LPL Financial
California
$9.86M
4
Goldman Sachs
4
Goldman Sachs
New York
$259K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$386M 11,167,452 +174,139 +2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$78.7M 2,273,894 +483,818 +27%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$76.2M 2,202,096 +466,296 +27%
Bank of America
4
Bank of America
North Carolina
$53.5M 1,547,031 +114,898 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19.6M 567,507 +26,085 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.3M 327,392 -15,365 -4%
Ameriprise
7
Ameriprise
Minnesota
$9.93M 287,411 +89,509 +45%
LPL Financial
8
LPL Financial
California
$9.86M 284,856 -28,061 -9%
WMR
9
Wealth Management Resources
Rhode Island
$9.02M 260,065 -1,627 -0.6%
SGI
10
Summit Global Investments
Utah
$6.2M 179,154 +8,201 +5%
BPA
11
Beacon Pointe Advisors
California
$4.74M 136,879 -32 -0%
WFA
12
Wade Financial Advisory
California
$4.69M 135,595 -10,457 -7%
UBS Group
13
UBS Group
Switzerland
$4.63M 133,821 +2,885 +2%
BWM
14
Brickley Wealth Management
California
$4.44M 128,465 -443 -0.3%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.34M 125,456 +12,784 +11%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.03M 116,352 +11,334 +11%
RJT
17
Raymond James Trust
Florida
$3.8M 109,728 -146 -0.1%
Creative Planning
18
Creative Planning
Kansas
$3.63M 104,803 -606 -0.6%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.25M 93,962 +3,567 +4%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$2.82M 81,487 +254 +0.3%
KAS
21
Kestra Advisory Services
Texas
$2.25M 65,072 -17,127 -21%
TFA
22
Transamerica Financial Advisors
Florida
$2.18M 63,104 +497 +0.8%
SPC
23
Sigma Planning Corp
Michigan
$2.13M 61,431 -1,557 -2%
LS
24
Leelyn Smith
Illinois
$2.05M 59,156 +22,165 +60%
HNWAG
25
High Net Worth Advisory Group
Florida
$1.87M 54,122 -5,834 -10%
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