iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
105 hedge funds and large institutions have $619M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 10 closing their positions.
64% more capital inflows, than outflows
Capital inflows: $103M | Capital outflows: $62.5M
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
29% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 35
4% more funds holding
Funds holding: 101 → 105 (+4)
2.29% more ownership
Funds ownership: 72.82% → 75.1% (+2.3%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$19.2M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$15.2M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$7.56M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$6.45M |
| 5 |
Goldman Sachs
New York
|
+$4.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$18.6M |
| 2 |
Intelligence Driven Advisers
Carlsbad,
California
|
-$15.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$11.4M |
| 4 |
Clear Creek Financial Management
Silverdale,
Washington
|
-$3.44M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.79M |
SMMV Hedge Fund Activity: Q3 2020 in Review
105 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q3 2020, worth a combined $619M — up 7.2% from $577M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SMMV positions and 10 closed out — a net gain of 5 holders — while 45 added to existing stakes and 35 trimmed.
The largest buyer was HBK Sorce Advisory, adding an estimated $19.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $18.6M.
- 105 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q3 2020, up from 101 in Q2 2020.
- Funds reported $619M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q3 2020, up 7.2% quarter-over-quarter.
- 15 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q3 2020 and 10 closed out, a net change of +5 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q3 2020 was HBK Sorce Advisory, an estimated $19.2M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q3 2020 was Raymond James Financial Services Advisors, an estimated $18.6M sold.
Based on aggregated 13F filings for Q3 2020.