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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

122 hedge funds and large institutions have $735M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
41
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$483M
2
RJT
2
Raymond James Trust
Florida
$5.23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.12M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$1.03M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$46.8M
3
Ameriprise
3
Ameriprise
Minnesota
$7.12M
4
WFA
4
Wade Financial Advisory
California
$2.85M
5
LPL Financial
5
LPL Financial
California
$6.44M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$483M 12,900,517 +260,959 +2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$46.8M 1,249,304 -3,080,028 -71%
Bank of America
3
Bank of America
North Carolina
$39.3M 1,049,871 -27,054 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.4M 971,808 -3,150,621 -76%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.5M 412,576 +12,315 +3%
WMR
6
Wealth Management Resources
Rhode Island
$12.3M 328,098 +10,925 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.2M 218,943 -32,956 -13%
Ameriprise
8
Ameriprise
Minnesota
$7.12M 190,041 -52,241 -22%
LPL Financial
9
LPL Financial
California
$6.44M 172,067 -34,980 -17%
UBS Group
10
UBS Group
Switzerland
$5.64M 150,677 -4,706 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.29M 141,125 -4,050 -3%
RJT
12
Raymond James Trust
Florida
$5.23M 139,551 +12,861 +10%
SGI
13
Summit Global Investments
Utah
$4.76M 127,099 -2,124 -2%
BWM
14
Brickley Wealth Management
California
$4.75M 126,844 +19 +0%
Creative Planning
15
Creative Planning
Kansas
$3.38M 90,336 -2,271 -2%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.18M 84,869 +3,005 +4%
BPA
17
Beacon Pointe Advisors
California
$2.97M 79,262 -13,009 -14%
WFA
18
Wade Financial Advisory
California
$2.85M 76,104 -52,215 -41%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$2.66M 71,123 -636 -0.9%
Citadel Advisors
20
Citadel Advisors
Florida
$2.12M 56,622 +12,149 +27%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.07M 55,356 +7,406 +15%
HNWAG
22
High Net Worth Advisory Group
Florida
$1.68M 44,764 +149 +0.3%
AWM
23
Apollon Wealth Management
South Carolina
$1.65M 43,982 +588 +1%
ACM
24
Armbruster Capital Management
New York
$1.54M 41,125 +150 +0.4%
BMCM
25
Burns Matteson Capital Management
New York
$1.48M 39,424 -947 -2%
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