iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
125 hedge funds and large institutions have $694M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
5% more funds holding
Funds holding: 119 → 125 (+6)
2.95% more ownership
Funds ownership: 79.39% → 82.35% (+3%)
1% less capital invested
Capital invested by funds: $704M → $694M (-$10.4M)
10% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 49
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.1M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$8.18M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$7.54M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.83M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LS
Leelyn Smith
Geneva,
Illinois
|
-$13.1M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$4.07M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.28M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$941K |
SMMV Hedge Fund Activity: Q3 2021 in Review
125 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q3 2021, worth a combined $694M — down 1.5% from $704M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SMMV positions and 11 closed out — a net gain of 7 holders — while 44 added to existing stakes and 49 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $11.1M. The largest seller was Leelyn Smith, cutting an estimated $13.1M.
- 125 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q3 2021, up from 119 in Q2 2021.
- Funds reported $694M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
- 18 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q3 2021 and 11 closed out, a net change of +7 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q3 2021 was Raymond James & Associates, an estimated $11.1M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q3 2021 was Leelyn Smith, an estimated $13.1M sold.
Based on aggregated 13F filings for Q3 2021.