iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
115 hedge funds and large institutions have $680M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 17 closing their positions.
1.09% more ownership
Funds ownership: 75.99% → 77.08% (+1.1%)
0% more capital invested
Capital invested by funds: $679M → $680M (+$1.77M)
3% less funds holding
Funds holding: 119 → 115 (-4)
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
36% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 55
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$7.46M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$5.58M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$3.7M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.23M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$21.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.54M |
| 3 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$8.6M |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$7.95M |
| 5 |
TWP
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
-$7.92M |
SMMV Hedge Fund Activity: Q1 2021 in Review
115 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q1 2021, worth a combined $680M — up 0.26% from $679M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of SMMV and 13 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 35 added.
The largest buyer was Summit Global Investments, opening a new position worth an estimated $7.46M. The largest seller was HBK Sorce Advisory, cutting an estimated $21.7M.
- 115 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q1 2021, down from 119 in Q4 2020.
- Funds reported $680M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q1 2021, up 0.26% quarter-over-quarter.
- 13 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q1 2021 and 17 closed out, a net change of -4 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q1 2021 was Summit Global Investments, an estimated $7.46M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q1 2021 was HBK Sorce Advisory, an estimated $21.7M sold.
Based on aggregated 13F filings for Q1 2021.