iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
126 hedge funds and large institutions have $779M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 15 closing their positions.
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
1.38% more ownership
Funds ownership: 96.54% → 97.92% (+1.4%)
4% more capital invested
Capital invested by funds: $749M → $779M (+$30.3M)
0% more funds holding
Funds holding: 126 → 126 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$13.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.5M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.98M |
| 4 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$1.86M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.53M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.13M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.86M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.29M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.13M |
SMMV Hedge Fund Activity: Q1 2023 in Review
126 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q1 2023, worth a combined $779M — up 4% from $749M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SMMV positions and 15 closed out — a net gain of 3 holders — while 39 added to existing stakes and 48 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $13.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.53M.
- 126 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $779M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q1 2023, up 4% quarter-over-quarter.
- 18 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q1 2023 and 15 closed out, a net change of +3 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q1 2023 was Mercer Global Advisors, an estimated $13.7M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $2.53M sold.
Based on aggregated 13F filings for Q1 2023.