iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
122 hedge funds and large institutions have $245M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 51 reducing their positions, and 18 closing their positions.
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: 18 | Existing positions closed: 18
1% less funds holding
Funds holding: 123 → 122 (-1)
17.5% less ownership
Funds ownership: 92.53% → 75.02% (-18%)
49% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 51
96% less capital inflows, than outflows
Capital inflows: $20.1M | Capital outflows: $539M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$6M |
| 2 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$5.35M |
| 3 |
Goldman Sachs
New York
|
+$3.83M |
| 4 |
D.E. Shaw & Co
New York
|
+$637K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$509K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$512M |
| 2 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$5.57M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$4.27M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$4.02M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.49M |
SMMV Hedge Fund Activity: Q3 2024 in Review
122 of the 6,983 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q3 2024, worth a combined $245M — down 66% from $716M a quarter earlier.
Fund positioning in SMMV was balanced in Q3 2024: 18 funds opened new positions, 18 closed out, 26 added to existing stakes and 51 trimmed.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $6M. The largest seller was Raymond James & Associates, cutting an estimated $512M.
- 122 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q3 2024, down from 123 in Q2 2024.
- Funds reported $245M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q3 2024, down 66% quarter-over-quarter.
- 18 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q3 2024 and 18 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q3 2024 was Two Sigma Investments, an estimated $6M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q3 2024 was Raymond James & Associates, an estimated $512M sold.
Based on aggregated 13F filings for Q3 2024.