iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
30 hedge funds and large institutions have $43M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 3 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
76% more funds holding
Funds holding: 17 → 30 (+13)
63% more capital invested
Capital invested by funds: $26.4M → $43M (+$16.6M)
8.06% more ownership
Funds ownership: 55.31% → 63.37% (+8.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.92M |
| 2 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
+$2.59M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.02M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.99M |
| 5 |
Jane Street
New York
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$453K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$252K |
| 3 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$236K |
| 4 |
GTAM
Global Trust Asset Management
West Palm Beach,
Florida
|
-$165K |
| 5 |
CB
Community Bank
Dewitt,
New York
|
-$1.08K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $74K | +$78.8K | +2,556 | New |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $66K | +$27K | +875 | +62% |
|
28
Morgan Stanley
New York
| $39K | +$41.6K | +1,349 | New |
|
29
US Bancorp
Minneapolis,
Minnesota
| $16K | +$17.3K | +560 | New |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $7K | – | – | – |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$453K | -13,865 | Closed |
|
|
32
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$252K | -7,703 | Closed |
|
|
GFPC
33
Global Financial Private Capital
Sarasota,
Florida
| – | -$236K | -7,237 | Closed |
|
SMMV Hedge Fund Activity: Q4 2018 in Review
30 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q4 2018, worth a combined $43M — up 63% from $26.4M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SMMV positions and 3 closed out — a net gain of 13 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.92M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $453K sold.
- 30 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q4 2018, up from 17 in Q3 2018.
- Funds reported $43M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q4 2018, up 63% quarter-over-quarter.
- 16 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q4 2018 and 3 closed out, a net change of +13 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q4 2018 was LPL Financial, an estimated $2.92M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q4 2018 was Susquehanna International Group, an estimated $453K sold.
Based on aggregated 13F filings for Q4 2018.