iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
46 hedge funds and large institutions have $52.9M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
59% more capital inflows, than outflows
Capital inflows: $19.3M | Capital outflows: $12.2M
53% more funds holding
Funds holding: 30 → 46 (+16)
19.37% more ownership
Funds ownership: 129.62% → 149% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.94M |
| 2 |
CX Institutional
Auburn,
Indiana
|
+$3M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.34M |
| 4 |
Wealthquest
Cincinnati,
Ohio
|
+$1.09M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$804K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nottingham Advisors
Amherst,
New York
|
-$5.61M |
| 2 |
Jane Street
New York
|
-$3.46M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.87M |
| 4 |
IFP Advisors
Tampa,
Florida
|
-$378K |
| 5 |
Global Trust Asset Management
West Palm Beach,
Florida
|
-$263K |
SMMV Hedge Fund Activity: Q1 2019 in Review
46 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q1 2019, worth a combined $52.9M — up 23% from $43M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SMMV positions and 3 closed out — a net gain of 16 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $4.94M. The largest seller was Nottingham Advisors, cutting an estimated $5.61M.
- 46 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q1 2019, up from 30 in Q4 2018.
- Funds reported $52.9M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q1 2019, up 23% quarter-over-quarter.
- 19 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q1 2019 and 3 closed out, a net change of +16 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q1 2019 was Bank of America, an estimated $4.94M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q1 2019 was Nottingham Advisors, an estimated $5.61M sold.
Based on aggregated 13F filings for Q1 2019.