iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
120 hedge funds and large institutions have $920M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 9 closing their positions.
153% more capital inflows, than outflows
Capital inflows: $54.9M | Capital outflows: $21.7M
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
5% more funds holding
Funds holding: 114 → 120 (+6)
2.9% more ownership
Funds ownership: 103.79% → 106.69% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
35% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.6M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$16.6M |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
+$14M |
| 4 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
+$1.12M |
| 5 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$925K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$8.32M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.47M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$1.69M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.54M |
| 5 |
Jane Street
New York
|
-$890K |
SMMV Hedge Fund Activity: Q4 2023 in Review
120 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q4 2023, worth a combined $920M — up 12% from $820M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SMMV positions and 9 closed out — a net gain of 8 holders — while 33 added to existing stakes and 51 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $16.6M. The largest seller was Summit Global Investments, cutting an estimated $8.32M.
- 120 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q4 2023, up from 114 in Q3 2023.
- Funds reported $920M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 17 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q4 2023 and 9 closed out, a net change of +8 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $16.6M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q4 2023 was Summit Global Investments, an estimated $8.32M sold.
Based on aggregated 13F filings for Q4 2023.