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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

124 hedge funds and large institutions have $236M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
32
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$13.5M
2
Bank of America
2
Bank of America
North Carolina
$49.3M
3
SWP
3
Sagespring Wealth Partners
Tennessee
$4.46M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.51M
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.66M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$24.6M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
WMR
3
Wealth Management Resources
Rhode Island
$11.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$49.3M 1,188,659 +156,133 +15%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.6M 594,029 -165,928 -22%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.7M 571,505 -30,649 -5%
Raymond James Financial
4
Raymond James Financial
Florida
$13.5M 325,536 +325,536 New
WMR
5
Wealth Management Resources
Rhode Island
$11.7M 283,350 -52,106 -16%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.81M 188,402 -3,554 -2%
Ameriprise
7
Ameriprise
Minnesota
$7.55M 182,526 -1,135 -0.6%
Goldman Sachs
8
Goldman Sachs
New York
$7.17M 173,050 +10,784 +7%
LPL Financial
9
LPL Financial
California
$5.97M 144,091 -7,073 -5%
BWM
10
Brickley Wealth Management
California
$5.31M 127,959 – –
EWM
11
Executive Wealth Management
Michigan
$5.11M 123,304 -12,729 -9%
SGI
12
Summit Global Investments
Utah
$5.07M 122,226 -110 -0.1%
SWP
13
Sagespring Wealth Partners
Tennessee
$4.46M 107,558 +107,558 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.9M 93,971 -26,417 -22%
Creative Planning
15
Creative Planning
Kansas
$3.67M 88,408 -1,340 -1%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$3.51M 84,699 +70,810 +510%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.12M 75,139 +21,152 +39%
UBS Group
18
UBS Group
Switzerland
$3.09M 74,492 -232 -0.3%
WFA
19
Wade Financial Advisory
California
$2.87M 69,287 -2,773 -4%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$2.84M 68,413 -709 -1%
BPA
21
Beacon Pointe Advisors
California
$2.72M 65,678 -11,483 -15%
HNWAG
22
High Net Worth Advisory Group
Florida
$1.79M 43,133 -1,229 -3%
IAA
23
Independent Advisor Alliance
North Carolina
$1.66M 40,155 +40,155 New
ACM
24
Armbruster Capital Management
New York
$1.65M 39,700 -75 -0.2%
BMCM
25
Burns Matteson Capital Management
New York
$1.43M 34,543 -1 -0%
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