iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
133 hedge funds and large institutions have $747M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
8% more capital invested
Capital invested by funds: $694M → $747M (+$52.8M)
6% more funds holding
Funds holding: 125 → 133 (+8)
3.79% more ownership
Funds ownership: 82.35% → 86.14% (+3.8%)
15% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$15.2M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$10.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.97M |
| 4 |
CCC
Crescent Capital Consulting
New Orleans,
Louisiana
|
+$1.39M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$6.03M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.01M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$3.16M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
-$3.11M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.3M |
SMMV Hedge Fund Activity: Q4 2021 in Review
133 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q4 2021, worth a combined $747M — up 7.6% from $694M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SMMV positions and 13 closed out — a net gain of 10 holders — while 44 added to existing stakes and 52 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $15.2M. The largest seller was Fifth Third Bancorp, cutting an estimated $6.03M.
- 133 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q4 2021, up from 125 in Q3 2021.
- Funds reported $747M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q4 2021, up 7.6% quarter-over-quarter.
- 23 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q4 2021 and 13 closed out, a net change of +10 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q4 2021 was Raymond James & Associates, an estimated $15.2M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q4 2021 was Fifth Third Bancorp, an estimated $6.03M sold.
Based on aggregated 13F filings for Q4 2021.