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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

123 hedge funds and large institutions have $716M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
33
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$492M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$4.27M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.42M
4
NA
4
NewEdge Advisors
Louisiana
$1.51M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.2M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$32.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.8M
3
UBS Group
3
UBS Group
Switzerland
$2.76M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.04M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$492M 13,202,619 +302,102 +2%
Bank of America
2
Bank of America
North Carolina
$38.2M 1,023,481 -26,390 -3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$32.2M 862,264 -387,040 -31%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.8M 690,862 -280,946 -29%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.2M 434,548 +21,972 +5%
WMR
6
Wealth Management Resources
Rhode Island
$12.3M 329,927 +1,829 +0.6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.4M 198,369 -20,574 -9%
Ameriprise
8
Ameriprise
Minnesota
$7.05M 188,888 -1,153 -0.6%
LPL Financial
9
LPL Financial
California
$5.73M 153,683 -18,384 -11%
RJT
10
Raymond James Trust
Florida
$5.65M 151,555 +12,004 +9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.13M 137,530 -3,595 -3%
BWM
12
Brickley Wealth Management
California
$4.73M 126,844 – –
SGI
13
Summit Global Investments
Utah
$4.72M 126,642 -457 -0.4%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.27M 114,430 +102,242 +839%
Creative Planning
15
Creative Planning
Kansas
$3.37M 90,440 +104 +0.1%
BPA
16
Beacon Pointe Advisors
California
$2.91M 77,928 -1,334 -2%
UBS Group
17
UBS Group
Switzerland
$2.76M 74,013 -76,664 -51%
RCAG
18
Rehmann Capital Advisory Group
Michigan
$2.66M 71,281 +158 +0.2%
WFA
19
Wade Financial Advisory
California
$2.61M 70,003 -6,101 -8%
Goldman Sachs
20
Goldman Sachs
New York
$2.42M 64,802 +53,245 +461%
HNWAG
21
High Net Worth Advisory Group
Florida
$1.64M 44,031 -733 -2%
AWM
22
Apollon Wealth Management
South Carolina
$1.63M 43,719 -263 -0.6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.53M 41,042 -14,314 -26%
ACM
24
Armbruster Capital Management
New York
$1.51M 40,475 -650 -2%
NA
25
NewEdge Advisors
Louisiana
$1.51M 40,447 +33,780 +507%
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