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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

119 hedge funds and large institutions have $679M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

13% more funds holding

Funds holding: 105 → 119 (+14)

11% more capital invested

Capital invested by funds: $612M → $679M (+$66.7M)

0.89% more ownership

Funds ownership: 75.1% → 75.99% (+0.89%)

Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
21
Increased
47
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
Clear Creek Financial Management
Washington
+$8.33M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$4.43M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.13M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.09M
5
FTUS
Flow Traders U.S.
New York
+$3.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$16.9M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$12M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.91M
4
KAS
Kestra Advisory Services
Texas
-$6.19M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$5.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
26
Ameritas Investment Company
Nebraska
$3.5M +$512K +16,117 +18%
Goldman Sachs
27
Goldman Sachs
New York
$3.39M -$1.65M -52,111 -34%
FTUS
28
Flow Traders U.S.
New York
$3.29M +$3.09M +97,230 New
RJT
29
Raymond James Trust
Florida
$3.1M +$19.1K +601 +0.7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.73M +$265K +8,349 +12%
SFA
31
Stewardship Financial Advisors
Georgia
$2.72M -$3.7M -116,532 -59%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$2.59M – – –
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$2.57M – – –
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$2.53M -$5.9M -185,928 -71%
Stifel Financial
35
Stifel Financial
Missouri
$2.53M +$118K +3,704 +5%
SPC
36
Sigma Planning Corp
Michigan
$2.5M +$648K +20,427 +38%
SAS
37
Sanford Advisory Services
Michigan
$2.49M +$2.34M +73,605 New
CF
38
Centaurus Financial
California
$2.42M +$2.08M +65,419 +1,067%
AFP
39
Ausdal Financial Partners
Iowa
$2.28M -$43.1K -1,359 -2%
PAG
40
Private Advisor Group
New Jersey
$2.21M -$1.4M -44,169 -40%
PPWM
41
PFG Private Wealth Management
Florida
$2.2M +$202K +6,368 +11%
BMCM
42
Burns Matteson Capital Management
New York
$1.84M +$1.72M +54,341 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.8M +$1.17M +36,982 +230%
AI
44
Atria Investments
North Carolina
$1.61M +$163K +5,122 +12%
AWM
45
AE Wealth Management
Kansas
$1.58M +$254K +7,988 +21%
NA
46
Nottingham Advisors
New York
$1.38M -$632K -19,900 -33%
IWC
47
Integrated Wealth Concepts
Massachusetts
$1.36M -$93.4K -2,944 -7%
IWM
48
IHT Wealth Management
Illinois
$1.36M +$680K +21,423 +115%
Citadel Advisors
49
Citadel Advisors
Florida
$1.24M -$5.69M -179,142 -83%
CB
50
Community Bank
New York
$1.12M -$635K -20,000 -38%
1
2
3 4 5

SMMV Hedge Fund Activity: Q4 2020 in Review

119 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q4 2020, worth a combined $679M — up 11% from $612M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMMV positions and 6 closed out — a net gain of 15 holders — while 47 added to existing stakes and 41 trimmed.

The largest buyer was Clear Creek Financial Management, opening a new position worth an estimated $8.33M. The largest seller was Bank of America, cutting an estimated $16.9M.

  • 119 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q4 2020, up from 105 in Q3 2020.
  • Funds reported $679M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 21 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q4 2020 and 6 closed out, a net change of +15 holders.
  • The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q4 2020 was Clear Creek Financial Management, an estimated $8.33M added.
  • The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q4 2020 was Bank of America, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2020.