iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
71 hedge funds and large institutions have $223M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 4 closing their positions.
450% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 4
450% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 6
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
95% more capital invested
Capital invested by funds: $114M → $223M (+$109M)
34% more funds holding
Funds holding: 53 → 71 (+18)
3.92% more ownership
Funds ownership: 65.54% → 69.46% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$86.8M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$8.49M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.85M |
| 4 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$4.07M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$12.7M |
| 2 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$12.3M |
| 3 |
Jane Street
New York
|
-$1.02M |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$241K |
| 5 |
JP Morgan Chase
New York
|
-$63.1K |
SMMV Hedge Fund Activity: Q3 2019 in Review
71 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q3 2019, worth a combined $223M — up 95% from $114M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SMMV positions and 4 closed out — a net gain of 18 holders — while 33 added to existing stakes and 6 trimmed.
The largest buyer was Merit Financial Group, opening a new position worth an estimated $86.8M. The largest seller was Atria Investments, cutting an estimated $12.7M.
- 71 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q3 2019, up from 53 in Q2 2019.
- Funds reported $223M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q3 2019, up 95% quarter-over-quarter.
- 22 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q3 2019 and 4 closed out, a net change of +18 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q3 2019 was Merit Financial Group, an estimated $86.8M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q3 2019 was Atria Investments, an estimated $12.7M sold.
Based on aggregated 13F filings for Q3 2019.