iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
89 hedge funds and large institutions have $345M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 13 reducing their positions, and 4 closing their positions.
500% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 4
254% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 13
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
55% more capital invested
Capital invested by funds: $223M → $345M (+$122M)
25% more funds holding
Funds holding: 71 → 89 (+18)
2.01% more ownership
Funds ownership: 69.46% → 71.47% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$23.3M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.75M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$6.51M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$6.29M |
| 5 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$5.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$1.52M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$727K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$576K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$340K |
| 5 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$280K |
SMMV Hedge Fund Activity: Q4 2019 in Review
89 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q4 2019, worth a combined $345M — up 55% from $223M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SMMV positions and 4 closed out — a net gain of 20 holders — while 46 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $23.3M. The largest seller was Stifel Financial, exiting entirely with an estimated $1.52M sold.
- 89 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q4 2019, up from 71 in Q3 2019.
- Funds reported $345M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q4 2019, up 55% quarter-over-quarter.
- 24 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q4 2019 and 4 closed out, a net change of +20 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q4 2019 was Bank of America, an estimated $23.3M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q4 2019 was Stifel Financial, an estimated $1.52M sold.
Based on aggregated 13F filings for Q4 2019.