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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

114 hedge funds and large institutions have $820M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 54 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
23
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$120M
3
RJA
3
Raymond James & Associates
Florida
$404M
4
SGI
4
Summit Global Investments
Utah
$12.4M
5
Jane Street
5
Jane Street
New York
$890K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.1M
2
LPL Financial
2
LPL Financial
California
$6.34M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.6M
5
CWM
5
Cornerstone Wealth Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$404M 12,226,069 +502,341 +4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$127M 3,840,378 +576,268 +18%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$120M 3,631,475 +551,628 +18%
Bank of America
4
Bank of America
North Carolina
$37.1M 1,122,307 -338,807 -23%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.6M 473,111 -32,061 -6%
SGI
6
Summit Global Investments
Utah
$12.4M 375,038 +30,686 +9%
WMR
7
Wealth Management Resources
Rhode Island
$10.3M 312,868 +15,822 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.77M 265,194 -16,142 -6%
Ameriprise
9
Ameriprise
Minnesota
$8.21M 248,325 -16 -0%
LPL Financial
10
LPL Financial
California
$6.34M 191,939 -54,713 -22%
UBS Group
11
UBS Group
Switzerland
$5.07M 153,447 +557 +0.4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.86M 146,940 -1,587 -1%
WFA
13
Wade Financial Advisory
California
$4.81M 145,559 -1,688 -1%
BWM
14
Brickley Wealth Management
California
$4.2M 127,012 -1,546 -1%
RJT
15
Raymond James Trust
Florida
$4.05M 122,523 +4,360 +4%
BPA
16
Beacon Pointe Advisors
California
$3.43M 103,839 -8,092 -7%
Creative Planning
17
Creative Planning
Kansas
$3.34M 100,953 -1,993 -2%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.64M 79,970 -10,796 -12%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$2.49M 75,322 -2,938 -4%
KAS
20
Kestra Advisory Services
Texas
$1.85M 55,833 -4,105 -7%
TFA
21
Transamerica Financial Advisors
Florida
$1.66M 50,148 +10,903 +28%
HNWAG
22
High Net Worth Advisory Group
Florida
$1.63M 49,220 -674 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.57M 47,644 -7,604 -14%
SPIA
24
Steward Partners Investment Advisory
New York
$1.46M 44,246 -7,798 -15%
BMCM
25
Burns Matteson Capital Management
New York
$1.38M 41,686 -69 -0.2%
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