We are live on
!
Find out more
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
SMMV
11 hedge funds and large institutions have $6.51M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
103% more capital invested
Capital invested by funds: $3.21M → $6.51M (+$3.3M)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
22% more funds holding
Funds holding: 9 → 11 (+2)
9.9% less ownership
Funds ownership: 37.79% → 27.88% (-9.9%)
Holders
11
Holders Change
+2
Holders Change %
+22.22%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.42M |
| 2 |
Jane Street
New York
|
+$869K |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$614K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$477K |
| 5 |
LPL Financial
San Diego,
California
|
+$327K |
Top Sellers
| 1 |
VF
Virtu Financial
New York
|
-$476K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$145K |
| 3 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$20K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $1.45M | +$1.42M | +49,279 | +11,434% |
|
|
2
LPL Financial
San Diego,
California
| $1.19M | +$327K | +11,331 | +39% |
|
|
3
Jane Street
New York
| $878K | +$869K | +30,091 | New |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $655K | +$64.4K | +2,230 | +11% |
|
|
CWM
5
Cornerstone Wealth Management
St. Peters,
Missouri
| $618K | +$614K | +21,235 | New |
|
|
NA
6
Nottingham Advisors
Amherst,
New York
| $496K | +$14.4K | +500 | +3% |
|
|
7
Citadel Advisors
Miami,
Florida
| $482K | +$477K | +16,526 | New |
|
|
CB
8
Community Bank
Dewitt,
New York
| $438K | – | – | – |
|
|
PAG
9
Private Advisor Group
Morristown,
New Jersey
| $243K | -$145K | -5,023 | -38% |
|
|
FAAS
10
First Allied Advisory Services
San Diego,
California
| $31K | +$30.8K | +1,067 | New |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| $30K | – | – | – |
|
|
VF
12
Virtu Financial
New York
| – | -$476K | -16,807 | Closed |
|
|
BWA
13
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$20K | -717 | Closed |
|