iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
17 hedge funds and large institutions have $26.4M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
167% more capital invested
Capital invested by funds: $9.89M → $26.4M (+$16.5M)
42% more funds holding
Funds holding: 12 → 17 (+5)
26.63% more ownership
Funds ownership: 28.68% → 55.31% (+27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Nottingham Advisors
Amherst,
New York
|
+$10.9M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.66M |
| 3 |
CB
Community Bank
Dewitt,
New York
|
+$1.5M |
| 4 |
Jane Street
New York
|
+$970K |
| 5 |
LPL Financial
San Diego,
California
|
+$412K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$607K |
| 2 |
VF
Virtu Financial
New York
|
-$308K |
SMMV Hedge Fund Activity: Q3 2018 in Review
17 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q3 2018, worth a combined $26.4M — up 167% from $9.89M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SMMV positions and 1 closed out — a net gain of 5 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was Nottingham Advisors, adding an estimated $10.9M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $607K.
- 17 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q3 2018, up from 12 in Q2 2018.
- Funds reported $26.4M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q3 2018, up 167% quarter-over-quarter.
- 6 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q3 2018 and 1 closed out, a net change of +5 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q3 2018 was Nottingham Advisors, an estimated $10.9M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $607K sold.
Based on aggregated 13F filings for Q3 2018.