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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

4 hedge funds and large institutions have $1.56M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more funds holding

Funds holding: 2 → 4 (+2)

40.18% more ownership

Funds ownership: 0% → 40.18% (+40%)

36% less capital invested

Capital invested by funds: $2.46M → $1.56M (-$893K)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$452K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$68.8K
3
AG
Advisor Group
Arizona
+$26K
4
UBS Group
UBS Group
Switzerland
+$3.45K

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$1.52M

SMMV Hedge Fund Activity: Q4 2016 in Review

4 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q4 2016, worth a combined $1.56M — down 36% from $2.46M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SMMV positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, adding an estimated $452K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.52M sold.

  • 4 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q4 2016, up from 2 in Q3 2016.
  • Funds reported $1.56M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q4 2016, down 36% quarter-over-quarter.
  • 3 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q4 2016 and 1 closed out, a net change of +2 holders.
  • The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q4 2016 was LPL Financial, an estimated $452K added.
  • The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q4 2016 was Virtu KCG Holdings, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2016.