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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

122 hedge funds and large institutions have $245M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% 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
26
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$6.22M
2
EWM
2
Executive Wealth Management
Michigan
$5.55M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.62M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$660K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.2M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$8.14M
2
RJT
2
Raymond James Trust
Florida
$402K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$30.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42.1M 1,032,526 +9,045 +0.9%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$30.9M 759,957 -102,307 -12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.6M 602,154 -88,708 -13%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.7M 408,756 -25,792 -6%
WMR
5
Wealth Management Resources
Rhode Island
$13.7M 335,456 +5,529 +2%
RJA
6
Raymond James & Associates
Florida
$8.14M 199,403 -13,003,216 -98%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.83M 191,956 -6,413 -3%
Ameriprise
8
Ameriprise
Minnesota
$7.49M 183,661 -5,227 -3%
Goldman Sachs
9
Goldman Sachs
New York
$6.62M 162,266 +97,464 +150%
Two Sigma Investments
10
Two Sigma Investments
New York
$6.22M 152,500 +152,500 New
LPL Financial
11
LPL Financial
California
$6.17M 151,164 -2,519 -2%
EWM
12
Executive Wealth Management
Michigan
$5.55M 136,033 +136,033 New
BWM
13
Brickley Wealth Management
California
$5.22M 127,959 +1,115 +0.9%
SGI
14
Summit Global Investments
Utah
$4.99M 122,336 -4,306 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.91M 120,388 -17,142 -12%
Creative Planning
16
Creative Planning
Kansas
$3.66M 89,748 -692 -0.8%
BPA
17
Beacon Pointe Advisors
California
$3.15M 77,161 -767 -1%
UBS Group
18
UBS Group
Switzerland
$3.05M 74,724 +711 +1%
WFA
19
Wade Financial Advisory
California
$2.94M 72,060 +2,057 +3%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$2.82M 69,122 -2,159 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.2M 53,987 +12,945 +32%
HNWAG
22
High Net Worth Advisory Group
Florida
$1.81M 44,362 +331 +0.8%
ACM
23
Armbruster Capital Management
New York
$1.62M 39,775 -700 -2%
NA
24
NewEdge Advisors
Louisiana
$1.51M 36,950 -3,497 -9%
BMCM
25
Burns Matteson Capital Management
New York
$1.41M 34,544 -3,234 -9%
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