iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
9 hedge funds and large institutions have $3.13M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
125% more funds holding
Funds holding: 4 → 9 (+5)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
100% more capital invested
Capital invested by funds: $1.56M → $3.13M (+$1.56M)
1.34% less ownership
Funds ownership: 40.18% → 38.84% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$512K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$506K |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
+$263K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$62.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$879K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.03M | +$1.01M | +38,184 | New |
|
|
2
LPL Financial
San Diego,
California
| $615K | -$879K | -33,297 | -59% |
|
|
3
Citadel Advisors
Miami,
Florida
| $521K | +$512K | +19,392 | New |
|
|
VKH
4
Virtu KCG Holdings
New York
| $515K | +$506K | +19,174 | New |
|
|
FA
5
FDx Advisors
Chicago,
Illinois
| $267K | +$263K | +9,943 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $77K | +$2.93K | +111 | +4% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $63K | +$62.1K | +2,352 | New |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $28K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| $14K | +$10.3K | +390 | +283% |
|
SMMV Hedge Fund Activity: Q1 2017 in Review
9 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q1 2017, worth a combined $3.13M — up 100% from $1.56M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SMMV positions and 0 closed out — a net gain of 5 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.01M. The largest seller was LPL Financial, cutting an estimated $879K.
- 9 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q1 2017, up from 4 in Q4 2016.
- Funds reported $3.13M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q1 2017, up 100% quarter-over-quarter.
- 5 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q1 2017 and 0 closed out, a net change of +5 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q1 2017 was Susquehanna International Group, an estimated $1.01M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q1 2017 was LPL Financial, an estimated $879K sold.
Based on aggregated 13F filings for Q1 2017.