D.E. Shaw & Co’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

D.E. Shaw & Co’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
2025 Q3	–	Sell	-6,452	Closed	-$271K	–	4900
2025 Q2	$271K	Sell	6,452 -6,780	-51%	-$280K	﹤0.01%	3926
2025 Q1	$548K	Hold	13,232	–	–	﹤0.01%	3453
2024 Q4	$549K	Sell	13,232 -2,949	-18%	-$125K	﹤0.01%	3563
2024 Q3	$660K	Buy	+16,181	New	+$637K	﹤0.01%	3544
2024 Q2	–	Sell	-6,354	Closed	-$238K	–	4818
2024 Q1	$238K	Buy	+6,354	New	+$229K	﹤0.01%	3845

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

D.E. Shaw & Co's SMMV Position: Q3 2025 in Review

D.E. Shaw & Co sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2025, closing a stake of 6,452 shares — an estimated $271K sold.

D.E. Shaw & Co first reported a position in SMMV in Q1 2024 and held it in 5 quarters. The position peaked at $660K in Q3 2024. 121 funds tracked by Wall St. Rank hold SMMV as of Q3 2025.

D.E. Shaw & Co reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
D.E. Shaw & Co sold 6,452 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2025, an estimated $271K.
D.E. Shaw & Co first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2024 and held it in 5 quarters.
D.E. Shaw & Co's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $660K in Q3 2024.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2025.

Based on D.E. Shaw & Co's 13F filing for Q3 2025, filed 14 Nov 2025.