iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
121 hedge funds and large institutions have $655M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 9 closing their positions.
3.18% more ownership
Funds ownership: 91.25% → 94.43% (+3.2%)
2% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 42
0% more funds holding
Funds holding: 121 → 121 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1% less capital invested
Capital invested by funds: $662M → $655M (-$7.69M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.5M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$11.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.22M |
| 4 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$3.4M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.02M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.32M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$683K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$645K |
| 5 |
Jane Street
New York
|
-$428K |
SMMV Hedge Fund Activity: Q3 2022 in Review
121 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q3 2022, worth a combined $655M — down 1.2% from $662M a quarter earlier.
Fund positioning in SMMV was balanced in Q3 2022: 9 funds opened new positions, 9 closed out, 43 added to existing stakes and 42 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $13.5M. The largest seller was Royal Bank of Canada, cutting an estimated $5.02M.
- 121 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $655M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q3 2022, down 1.2% quarter-over-quarter.
- 9 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q3 2022 and 9 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $13.5M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $5.02M sold.
Based on aggregated 13F filings for Q3 2022.