iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
126 hedge funds and large institutions have $749M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
14% more capital invested
Capital invested by funds: $655M → $749M (+$94.4M)
4% more funds holding
Funds holding: 121 → 126 (+5)
2.11% more ownership
Funds ownership: 94.43% → 96.54% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$16.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.98M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.95M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$3.31M |
| 2 |
Jane Street
New York
|
-$1.13M |
| 3 |
LPL Financial
San Diego,
California
|
-$964K |
| 4 |
Goldman Sachs
New York
|
-$841K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$658K |
SMMV Hedge Fund Activity: Q4 2022 in Review
126 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q4 2022, worth a combined $749M — up 14% from $655M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SMMV positions and 13 closed out — a net gain of 8 holders — while 43 added to existing stakes and 44 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $16.6M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $3.31M.
- 126 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q4 2022, up from 121 in Q3 2022.
- Funds reported $749M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 21 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q4 2022 and 13 closed out, a net change of +8 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q4 2022 was Mercer Global Advisors, an estimated $16.6M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q4 2022 was CAPTRUST Financial Advisors, an estimated $3.31M sold.
Based on aggregated 13F filings for Q4 2022.