iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
119 hedge funds and large institutions have $704M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
3% more funds holding
Funds holding: 115 → 119 (+4)
2.31% more ownership
Funds ownership: 77.08% → 79.39% (+2.3%)
4% more capital invested
Capital invested by funds: $680M → $704M (+$24.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
19% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.4M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$5.79M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.17M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.65M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$6.61M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$6.33M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.56M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.56M |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$3.56M |
SMMV Hedge Fund Activity: Q2 2021 in Review
119 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q2 2021, worth a combined $704M — up 3.5% from $680M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SMMV positions and 11 closed out — a net gain of 6 holders — while 39 added to existing stakes and 48 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $14.4M. The largest seller was Summit Global Investments, cutting an estimated $6.61M.
- 119 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q2 2021, up from 115 in Q1 2021.
- Funds reported $704M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q2 2021, up 3.5% quarter-over-quarter.
- 17 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q2 2021 and 11 closed out, a net change of +6 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q2 2021 was Raymond James & Associates, an estimated $14.4M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q2 2021 was Summit Global Investments, an estimated $6.61M sold.
Based on aggregated 13F filings for Q2 2021.