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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
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.
New
Increased
Maintained
Reduced
Closed
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
Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 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
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $2.43M | +$1.02M | +35,104 | +71% |
|
|
2
LPL Financial
San Diego,
California
| $1.33M | +$168K | +5,796 | +14% |
|
|
CWM
3
Cornerstone Wealth Management
St. Peters,
Missouri
| $709K | +$107K | +3,696 | +17% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $576K | -$65.1K | -2,244 | -10% |
|
5
Jane Street
New York
| $544K | -$323K | -11,138 | -37% |
|
|
NA
6
Nottingham Advisors
Amherst,
New York
| $488K | – | – | – |
|
|
CB
7
Community Bank
Dewitt,
New York
| $430K | – | – | – |
|
|
VF
8
Virtu Financial
New York
| $332K | +$336K | +11,576 | New |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $30K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $19K | +$18.7K | +646 | New |
|
11
Citadel Advisors
Miami,
Florida
| – | -$482K | -16,526 | Closed |
|
|
PAG
12
Private Advisor Group
Morristown,
New Jersey
| – | -$243K | -8,280 | Closed |
|
|
FAAS
13
First Allied Advisory Services
San Diego,
California
| – | -$31K | -1,067 | Closed |
|