iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
121 hedge funds and large institutions have $662M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 18 closing their positions.
1.6% more ownership
Funds ownership: 89.65% → 91.25% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 124 → 121 (-3)
7% less capital invested
Capital invested by funds: $709M → $662M (-$46.2M)
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
52% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$9.41M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.42M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.97M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.91M |
| 5 |
WMR
Wealth Management Resources
Smithfield,
Rhode Island
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.98M |
| 2 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$2.64M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.56M |
| 4 |
APWM
Atlas Private Wealth Management
Albany,
New York
|
-$1.28M |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$1.19M |
SMMV Hedge Fund Activity: Q2 2022 in Review
121 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q2 2022, worth a combined $662M — down 6.5% from $709M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of SMMV and 15 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 27 added.
The largest buyer was Mercer Global Advisors, adding an estimated $9.41M. The largest seller was Bank of America, cutting an estimated $2.98M.
- 121 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q2 2022, down from 124 in Q1 2022.
- Funds reported $662M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q2 2022, down 6.5% quarter-over-quarter.
- 15 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q2 2022 and 18 closed out, a net change of -3 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q2 2022 was Mercer Global Advisors, an estimated $9.41M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q2 2022 was Bank of America, an estimated $2.98M sold.
Based on aggregated 13F filings for Q2 2022.