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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
SMMV
120 hedge funds and large institutions have $920M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
12% more capital invested
Capital invested by funds: $820M → $920M (+$100M)
5% more funds holding
Funds holding: 114 → 120 (+6)
2.92% more ownership
Funds ownership: 103.79% → 106.71% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 51
Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
34
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
126
FNY Investment Advisers
New York
| – | -$9K | -300 | Closed |
|
|
SIS
127
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$5.42K | -164 | Closed |
|
|
VWM
128
Valley Wealth Managers
Paramus,
New Jersey
| – | -$3.6K | -109 | Closed |
|
|
CSPIA
129
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$2.31K | -70 | Closed |
|
130
AssetMark Inc
Concord,
California
| – | -$1.06K | -32 | Closed |
|
|
MAWA
131
Moss Adams Wealth Advisors
Seattle,
Washington
| – | -$118 | – | – |
|