SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

120 hedge funds and large institutions have $920M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
34
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$147M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$155M
3
RJA
3
Raymond James & Associates
Florida
$451M
4
SMA
4
Sage Mountain Advisors
Georgia
$1.18M
5
CPC
5
Consolidated Planning Corp
Georgia
$975K

Top Sellers

1
SGI
1
Summit Global Investments
Utah
$4.61M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$14.3M
3
TFA
3
Transamerica Financial Advisors
Florida
$8K
4
Bank of America
4
Bank of America
North Carolina
$38.4M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$451M 12,639,558 +413,489 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$155M 4,329,332 +488,954 +13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$147M 4,122,429 +490,954 +14%
Bank of America
4
Bank of America
North Carolina
$38.4M 1,076,925 -45,382 -4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.3M 400,261 -72,850 -15%
WMR
6
Wealth Management Resources
Rhode Island
$11.3M 317,173 +4,305 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.99M 251,899 -13,295 -5%
Ameriprise
8
Ameriprise
Minnesota
$8.64M 242,282 -6,043 -2%
LPL Financial
9
LPL Financial
California
$7.39M 207,047 +15,108 +8%
UBS Group
10
UBS Group
Switzerland
$5.55M 155,383 +1,936 +1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.18M 145,175 -1,765 -1%
SGI
12
Summit Global Investments
Utah
$4.61M 129,223 -245,815 -66%
WFA
13
Wade Financial Advisory
California
$4.58M 128,319 -17,240 -12%
BWM
14
Brickley Wealth Management
California
$4.53M 126,825 -187 -0.1%
RJT
15
Raymond James Trust
Florida
$4.52M 126,690 +4,167 +3%
Creative Planning
16
Creative Planning
Kansas
$3.31M 92,607 -8,346 -8%
BPA
17
Beacon Pointe Advisors
California
$3.29M 92,271 -11,568 -11%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.92M 81,864 +1,894 +2%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$2.56M 71,759 -3,563 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.71M 47,950 +306 +0.6%
SPIA
21
Steward Partners Investment Advisory
New York
$1.6M 44,955 +709 +2%
HNWAG
22
High Net Worth Advisory Group
Florida
$1.59M 44,615 -4,605 -9%
Citadel Advisors
23
Citadel Advisors
Florida
$1.59M 44,473 +19,114 +75%
AWM
24
Apollon Wealth Management
South Carolina
$1.55M 43,394 +4,761 +12%
ACM
25
Armbruster Capital Management
New York
$1.46M 40,975 +8,400 +26%
1
2 3 4 5