Citadel Advisors
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Citadel Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Citadel Advisors’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.21M Buy
48,071
+15,933
+50% +$712K ﹤0.01% 6330
2026
Q1 		$1.4M Buy
32,138
+13,327
+71% +$594K ﹤0.01% 6876
2025
Q4 		$815K Buy
18,811
+13,414
+249% +$575K ﹤0.01% 7869
2025
Q3 		$232K Buy
+5,397
New +$229K ﹤0.01% 10908
2025
Q2 		– Sell
-12,459
Closed -$516K – 14872
2025
Q1 		$516K Sell
12,459
-9,952
-44% -$415K ﹤0.01% 8400
2024
Q4 		$929K Buy
22,411
+3,341
+18% +$141K ﹤0.01% 7184
2024
Q3 		$778K Sell
19,070
-9,531
-33% -$375K ﹤0.01% 7344
2024
Q2 		$1.07M Sell
28,601
-28,021
-49% -$1.03M ﹤0.01% 6454
2024
Q1 		$2.12M Buy
56,622
+12,149
+27% +$438K ﹤0.01% 5407
2023
Q4 		$1.59M Buy
44,473
+19,114
+75% +$647K ﹤0.01% 5783
2023
Q3 		$838K Buy
25,359
+9,363
+59% +$321K ﹤0.01% 6952
2023
Q2 		$548K Sell
15,996
-1,074
-6% -$36.8K ﹤0.01% 7744
2023
Q1 		$592K Sell
17,070
-36,627
-68% -$1.29M ﹤0.01% 7964
2022
Q4 		$1.86M Buy
53,697
+17,485
+48% +$601K ﹤0.01% 5617
2022
Q3 		$1.16M Buy
36,212
+9,181
+34% +$320K ﹤0.01% 6672
2022
Q2 		$921K Sell
27,031
-1,886
-7% -$66.3K ﹤0.01% 7209
2022
Q1 		$1.07M Buy
28,917
+14,434
+100% +$529K ﹤0.01% 7528
2021
Q4 		$566K Buy
14,483
+1,444
+11% +$55.3K ﹤0.01% 9394
2021
Q3 		$483K Sell
13,039
-11,084
-46% -$420K ﹤0.01% 9957
2021
Q2 		$918K Sell
24,123
-93,947
-80% -$3.56M ﹤0.01% 8587
2021
Q1 		$4.35M Buy
118,070
+81,472
+223% +$2.95M ﹤0.01% 4574
2020
Q4 		$1.24M Sell
36,598
-179,142
-83% -$5.69M ﹤0.01% 6336
2020
Q3 		$6.3M Buy
+215,740
New +$6.45M ﹤0.01% 2843
2019
Q4 		– Sell
-21,177
Closed -$727K – 9714
2019
Q3 		$727K Buy
+21,177
New +$722K ﹤0.01% 6135
2019
Q2 		– Sell
-17,994
Closed -$580K – 9791
2019
Q1 		$580K Buy
+17,994
New +$563K ﹤0.01% 6541
2018
Q1 		– Sell
-16,526
Closed -$482K – 8737
2017
Q4 		$482K Buy
+16,526
New +$477K ﹤0.01% 5710
2017
Q2 		– Sell
-19,392
Closed -$521K – 8017
2017
Q1 		$521K Buy
+19,392
New +$512K ﹤0.01% 4953

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Citadel Advisors's SMMV Position: Q2 2026 in Review

Citadel Advisors increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 50% in Q2 2026, buying an estimated $712K and bringing the position to 48,071 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #6330.

Citadel Advisors first reported a position in SMMV in Q1 2017 and has held it in 27 quarters since. The position peaked at $6.3M in Q3 2020. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • Citadel Advisors held 48,071 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $2.21M as of Q2 2026.
  • Citadel Advisors bought 15,933 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $712K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #6330 holding.
  • Citadel Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2017 and has held it in 27 quarters since.
  • Citadel Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $6.3M in Q3 2020.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.