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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
Citigroup
126
Citigroup
New York
– -$7K -247 Closed
2 3 4 5
6

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.