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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

9 hedge funds and large institutions have $3.21M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

20% more capital invested

Capital invested by funds: $2.67M → $3.21M (+$536K)

13% more funds holding

Funds holding: 8 → 9 (+1)

5.41% more ownership

Funds ownership: 32.38% → 37.79% (+5.4%)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
Virtu Financial
New York
+$466K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$437K
3
PAG
Private Advisor Group
New Jersey
+$369K
4
NA
Nottingham Advisors
New York
+$180K
5
CB
Community Bank
New York
+$139K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$93.8K
2
UBS Group
UBS Group
Switzerland
-$46K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$830K +$71.8K +2,590 +10%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$572K +$437K +15,775 +354%
VF
3
Virtu Financial
New York
$476K +$466K +16,807 New
NA
4
Nottingham Advisors
New York
$467K +$180K +6,500 +65%
CB
5
Community Bank
New York
$424K +$139K +5,000 +50%
PAG
6
Private Advisor Group
New Jersey
$380K +$369K +13,303 New
AG
7
Advisor Group
Arizona
$29K – – –
BWA
8
Burt Wealth Advisors
Maryland
$20K +$19.9K +717 New
Bank of America
9
Bank of America
North Carolina
$12K -$93.8K -3,384 -89%
UBS Group
10
UBS Group
Switzerland
– -$46K -1,686 Closed