SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF

118 hedge funds and large institutions have $811M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
37
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$402M 11,723,728 +358,552 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$112M 3,264,110 +602,567 +23%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$106M 3,079,847 +523,070 +20%
Bank of America
4
Bank of America
North Carolina
$50.1M 1,461,114 -53,862 -4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.3M 505,172 +9,349 +2%
SGI
6
Summit Global Investments
Utah
$11.8M 344,352 +112,407 +48%
WMR
7
Wealth Management Resources
Rhode Island
$10.2M 297,046 +30,848 +12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.64M 281,336 -40,281 -13%
Ameriprise
9
Ameriprise
Minnesota
$8.51M 248,341 -37,593 -13%
LPL Financial
10
LPL Financial
California
$8.46M 246,652 -21,723 -8%
UBS Group
11
UBS Group
Switzerland
$5.24M 152,890 +5,407 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.09M 148,527 +10,511 +8%
WFA
13
Wade Financial Advisory
California
$5.05M 147,247 +1,999 +1%
BWM
14
Brickley Wealth Management
California
$4.41M 128,558 +50 +0%
RJT
15
Raymond James Trust
Florida
$4.05M 118,163 +3,211 +3%
BPA
16
Beacon Pointe Advisors
California
$3.84M 111,931 -18,027 -14%
Creative Planning
17
Creative Planning
Kansas
$3.53M 102,946 +6 +0%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.11M 90,766 +9,979 +12%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$2.68M 78,260 +14 +0%
KAS
20
Kestra Advisory Services
Texas
$2.05M 59,938 -2,316 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.89M 55,248 +6,143 +13%
SPIA
22
Steward Partners Investment Advisory
New York
$1.78M 52,044 +920 +2%
HNWAG
23
High Net Worth Advisory Group
Florida
$1.71M 49,894 -2,293 -4%
BMCM
24
Burns Matteson Capital Management
New York
$1.43M 41,755 -931 -2%
AWM
25
Apollon Wealth Management
South Carolina
$1.38M 40,196 -105 -0.3%