iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
10 hedge funds and large institutions have $6.89M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
6% more capital invested
Capital invested by funds: $6.51M → $6.89M (+$385K)
1.15% less ownership
Funds ownership: 27.88% → 26.74% (-1.1%)
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.02M |
| 2 |
VF
Virtu Financial
New York
|
+$336K |
| 3 |
LPL Financial
San Diego,
California
|
+$168K |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$107K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$482K |
| 2 |
Jane Street
New York
|
-$323K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$243K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$65.1K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$31K |
SMMV Hedge Fund Activity: Q1 2018 in Review
10 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q1 2018, worth a combined $6.89M — up 5.9% from $6.51M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SMMV and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Bank of America, adding an estimated $1.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $482K sold.
- 10 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q1 2018, down from 11 in Q4 2017.
- Funds reported $6.89M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q1 2018, up 5.9% quarter-over-quarter.
- 2 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q1 2018 and 3 closed out, a net change of -1 holder.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q1 2018 was Bank of America, an estimated $1.02M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q1 2018 was Citadel Advisors, an estimated $482K sold.
Based on aggregated 13F filings for Q1 2018.