iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
119 hedge funds and large institutions have $679M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 6 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
15% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 41
13% more funds holding
Funds holding: 105 → 119 (+14)
10% more capital invested
Capital invested by funds: $619M → $679M (+$59.6M)
0.89% more ownership
Funds ownership: 75.1% → 75.99% (+0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$8.33M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$4.43M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.13M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.09M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.9M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$12M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.91M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$6.19M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$5.9M |
SMMV Hedge Fund Activity: Q4 2020 in Review
119 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q4 2020, worth a combined $679M — up 9.6% from $619M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SMMV positions and 6 closed out — a net gain of 15 holders — while 47 added to existing stakes and 41 trimmed.
The largest buyer was Clear Creek Financial Management, opening a new position worth an estimated $8.33M. The largest seller was Bank of America, cutting an estimated $16.9M.
- 119 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q4 2020, up from 105 in Q3 2020.
- Funds reported $679M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q4 2020, up 9.6% quarter-over-quarter.
- 21 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q4 2020 and 6 closed out, a net change of +15 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q4 2020 was Clear Creek Financial Management, an estimated $8.33M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q4 2020 was Bank of America, an estimated $16.9M sold.
Based on aggregated 13F filings for Q4 2020.