iShares MSCI USA Small-Cap Min Vol Factor ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
SMMV Hedge Fund Activity: Q4 2017 in Review
11 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q4 2017, worth a combined $6.51M — up 103% from $3.21M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SMMV positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $1.42M. The largest seller was Virtu Financial, exiting entirely with an estimated $476K sold.
- 11 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q4 2017, up from 9 in Q3 2017.
- Funds reported $6.51M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q4 2017, up 103% quarter-over-quarter.
- 4 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q4 2017 and 2 closed out, a net change of +2 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q4 2017 was Bank of America, an estimated $1.42M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q4 2017 was Virtu Financial, an estimated $476K sold.
Based on aggregated 13F filings for Q4 2017.