iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
53 hedge funds and large institutions have $114M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 6 closing their positions.
440% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 5
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
116% more capital invested
Capital invested by funds: $52.9M → $114M (+$61.2M)
18.04% more ownership
Funds ownership: 47.51% → 65.54% (+18%)
15% more funds holding
Funds holding: 46 → 53 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$13.1M |
| 2 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$12.1M |
| 3 |
PCFFS
Pacific Center for Financial Services
San Ramon,
California
|
+$7.61M |
| 4 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$5.63M |
| 5 |
Jane Street
New York
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$1.53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$580K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$362K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$255K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$246K |
SMMV Hedge Fund Activity: Q2 2019 in Review
53 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q2 2019, worth a combined $114M — up 116% from $52.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SMMV positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 5 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $13.1M. The largest seller was BB&T Securities, exiting entirely with an estimated $1.53M sold.
- 53 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q2 2019, up from 46 in Q1 2019.
- Funds reported $114M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q2 2019, up 116% quarter-over-quarter.
- 13 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q2 2019 and 6 closed out, a net change of +7 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q2 2019 was Atria Investments, an estimated $13.1M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q2 2019 was BB&T Securities, an estimated $1.53M sold.
Based on aggregated 13F filings for Q2 2019.