iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
124 hedge funds and large institutions have $236M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
2.36% more ownership
Funds ownership: 75.02% → 77.39% (+2.4%)
2% more funds holding
Funds holding: 122 → 124 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $245M → $236M (-$9M)
24% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.59M |
| 2 |
JP Morgan Chase
New York
|
+$2.99M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$893K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$621K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$7.01M |
| 2 |
Two Sigma Investments
New York
|
-$6.22M |
| 3 |
WMR
Wealth Management Resources
Smithfield,
Rhode Island
|
-$2.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.29M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.12M |
SMMV Hedge Fund Activity: Q4 2024 in Review
124 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q4 2024, worth a combined $236M — down 3.7% from $245M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SMMV positions and 11 closed out — a net gain of 6 holders — while 32 added to existing stakes and 42 trimmed.
The largest buyer was Bank of America, adding an estimated $6.59M. The largest seller was Mercer Global Advisors, cutting an estimated $7.01M.
- 124 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q4 2024, up from 122 in Q3 2024.
- Funds reported $236M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q4 2024, down 3.7% quarter-over-quarter.
- 17 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q4 2024 and 11 closed out, a net change of +6 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q4 2024 was Bank of America, an estimated $6.59M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $7.01M sold.
Based on aggregated 13F filings for Q4 2024.