We are live on
!
Find out more
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
SMMV
119 hedge funds and large institutions have $704M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
3% more funds holding
Funds holding: 115 → 119 (+4)
2.31% more ownership
Funds ownership: 77.08% → 79.39% (+2.3%)
4% more capital invested
Capital invested by funds: $680M → $704M (+$24.2M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
19% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 48
Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
39
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$6.61M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$6.33M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.56M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.56M |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$3.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Goldman Sachs
New York
| – | -$254K | -6,896 | Closed |
|
|
NA
127
Nottingham Advisors
Amherst,
New York
| – | -$214K | -5,804 | Closed |
|
|
EP
128
Eudaimonia Partners
Winchester,
Tennessee
| – | -$117K | -3,176 | Closed |
|
|
SFS
129
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$16K | -413 | Closed |
|
|
EIP
130
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$11K | -305 | Closed |
|