iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
124 hedge funds and large institutions have $709M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 16 closing their positions.
3.51% more ownership
Funds ownership: 86.14% → 89.65% (+3.5%)
4% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 48
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $747M → $709M (-$38.1M)
7% less funds holding
Funds holding: 133 → 124 (-9)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.5M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.69M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.21M |
| 4 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$4.39M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$7.75M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.74M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$3.18M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.85M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.67M |
SMMV Hedge Fund Activity: Q1 2022 in Review
124 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q1 2022, worth a combined $709M — down 5.1% from $747M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of SMMV and 13 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 50 added.
The largest buyer was Raymond James & Associates, adding an estimated $10.5M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $7.75M sold.
- 124 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q1 2022, down from 133 in Q4 2021.
- Funds reported $709M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q1 2022, down 5.1% quarter-over-quarter.
- 13 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q1 2022 and 16 closed out, a net change of -3 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q1 2022 was Raymond James & Associates, an estimated $10.5M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q1 2022 was Cornerstone Wealth Management, an estimated $7.75M sold.
Based on aggregated 13F filings for Q1 2022.