iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
123 hedge funds and large institutions have $716M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 13 closing their positions.
12.29% more ownership
Funds ownership: 80.24% → 92.53% (+12%)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
1% more funds holding
Funds holding: 122 → 123 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $735M → $716M (-$18.6M)
33% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.1M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.77M |
| 3 |
Goldman Sachs
New York
|
+$1.96M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.25M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$14.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.83M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.03M |
SMMV Hedge Fund Activity: Q2 2024 in Review
123 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q2 2024, worth a combined $716M — down 2.5% from $735M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SMMV positions and 13 closed out — a net gain of 1 holder — while 33 added to existing stakes and 49 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $11.1M. The largest seller was Mercer Global Advisors, cutting an estimated $14.3M.
- 123 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q2 2024, up from 122 in Q1 2024.
- Funds reported $716M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q2 2024, down 2.5% quarter-over-quarter.
- 14 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q2 2024 and 13 closed out, a net change of +1 holder.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q2 2024 was Raymond James & Associates, an estimated $11.1M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q2 2024 was Mercer Global Advisors, an estimated $14.3M sold.
Based on aggregated 13F filings for Q2 2024.