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iShares MSCI USA Small-Cap Min Vol Factor ETF

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: 14 (+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: 105119 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$381K -$253K -7,959 -42%
PGAM
77
Princeton Global Asset Management
New Jersey
$365K -$341K -10,757 -50%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$338K -$47.9K -1,509 -13%
Jane Street
79
Jane Street
New York
$338K +$317K +9,974 New
WWM
80
Windsor Wealth Management
Indiana
$329K -$9.21K -290 -3%
APA
81
American Portfolios Advisors
New York
$306K +$1.62K +51 +0.6%
IF
82
Intrua Financial
Texas
$302K +$1.4K +44 +0.5%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$282K +$264K +8,308 New
WAS
84
Wealth Advisory Solutions
Indiana
$277K -$2.86M -90,003 -92%
FA
85
Financial Advisors
Massachusetts
$273K -$18.6K -587 -7%
FFN
86
Focus Financial Network
Minnesota
$267K +$12.2K +384 +5%
TNB
87
TCF National Bank
South Dakota
$264K +$1.24K +39 +0.5%
APWM
88
Atlas Private Wealth Management
New York
$250K +$234K +7,382 New
RTS
89
Round Table Services
New Jersey
$247K -$991K -31,221 -81%
TFS
90
Thoroughbred Financial Services
Tennessee
$243K +$127 +4 +0.1%
DWMG
91
DB Wealth Management Group
California
$237K +$222K +6,982 New
PIA
92
Pinion Investment Advisors
Kansas
$212K +$199K +6,257 New
CAN
93
Cetera Advisor Networks
California
$202K -$101K -3,193 -35%
FF
94
FourThought Financial
Florida
$195K +$183K +5,760 New
Wells Fargo
95
Wells Fargo
California
$132K +$103K +3,247 +503%
NFG
96
Next Financial Group
Texas
$127K +$41K +1,293 +53%
JWBC
97
John W. Brooker & Co
California
$114K -$30.2K -953 -22%
PWM
98
Provident Wealth Management
Tennessee
$114K +$317 +10 +0.3%
SAM
99
S.A. Mason
Michigan
$94K +$1.46K +46 +2%
GWS
100
Glassman Wealth Services
Virginia
$93K +$87.3K +2,750 New

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.