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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

126 hedge funds and large institutions have $768M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
126
Holders Change
–
Holders Change %
0%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
39
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$92.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$88.7M
3
RJA
3
Raymond James & Associates
Florida
$394M
4
SGI
4
Summit Global Investments
Utah
$8.04M
5
Wells Fargo
5
Wells Fargo
California
$2.49M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$17.2M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.52M
4
Citadel Advisors
4
Citadel Advisors
Florida
$592K
5
Bank of America
5
Bank of America
North Carolina
$52.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$394M 11,365,176 +197,724 +2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$92.3M 2,661,543 +387,649 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$88.7M 2,556,777 +354,681 +16%
Bank of America
4
Bank of America
North Carolina
$52.5M 1,514,976 -32,055 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.2M 495,823 -71,684 -13%
Ameriprise
6
Ameriprise
Minnesota
$9.91M 285,934 -1,477 -0.5%
LPL Financial
7
LPL Financial
California
$9.31M 268,375 -16,481 -6%
WMR
8
Wealth Management Resources
Rhode Island
$9.23M 266,198 +6,133 +2%
SGI
9
Summit Global Investments
Utah
$8.04M 231,945 +52,791 +29%
UBS Group
10
UBS Group
Switzerland
$5.11M 147,483 +13,662 +10%
WFA
11
Wade Financial Advisory
California
$5.04M 145,248 +9,653 +7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.79M 138,016 +21,664 +19%
BPA
13
Beacon Pointe Advisors
California
$4.51M 129,958 -6,921 -5%
BWM
14
Brickley Wealth Management
California
$4.46M 128,508 +43 +0%
RJT
15
Raymond James Trust
Florida
$3.99M 114,952 +5,224 +5%
Creative Planning
16
Creative Planning
Kansas
$3.57M 102,940 -1,863 -2%
TFA
17
Transamerica Financial Advisors
Florida
$3.5M 100,968 +37,864 +60%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.8M 80,787 -13,175 -14%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$2.71M 78,246 -3,241 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.52M 72,759 -52,697 -42%
Wells Fargo
21
Wells Fargo
California
$2.49M 71,912 +42,240 +142%
KAS
22
Kestra Advisory Services
Texas
$2.16M 62,254 -2,818 -4%
PFA
23
Professional Financial Advisors
Nebraska
$2.13M 57,386 +35,178 +158%
HNWAG
24
High Net Worth Advisory Group
Florida
$1.81M 52,187 -1,935 -4%
SPIA
25
Steward Partners Investment Advisory
New York
$1.77M 51,124 -1,355 -3%
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