iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
101 hedge funds and large institutions have $577M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 14 closing their positions.
208% more capital inflows, than outflows
Capital inflows: $336M | Capital outflows: $109M
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
29.77% more ownership
Funds ownership: 43.05% → 72.82% (+30%)
14% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 36
4% more funds holding
Funds holding: 97 → 101 (+4)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James & Associates
St Petersburg,
Florida
|
+$251M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$20.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.6M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.83M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Merit Financial Group
Alpharetta,
Georgia
|
-$80.2M |
| 2 |
PA
Paragon Advisors
College Station,
Texas
|
-$4.75M |
| 3 |
Nottingham Advisors
Amherst,
New York
|
-$4.28M |
| 4 |
RTS
Round Table Services
Westfield,
New Jersey
|
-$2.93M |
| 5 |
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$2.63M |
SMMV Hedge Fund Activity: Q2 2020 in Review
101 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q2 2020, worth a combined $577M — up 89% from $305M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SMMV positions and 14 closed out — a net gain of 5 holders — while 41 added to existing stakes and 36 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $251M. The largest seller was Merit Financial Group, cutting an estimated $80.2M.
- 101 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q2 2020, up from 97 in Q1 2020.
- Funds reported $577M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q2 2020, up 89% quarter-over-quarter.
- 19 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q2 2020 and 14 closed out, a net change of +5 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q2 2020 was Raymond James & Associates, an estimated $251M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q2 2020 was Merit Financial Group, an estimated $80.2M sold.
Based on aggregated 13F filings for Q2 2020.