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

Ken Griffin’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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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 $324B AUM 22.36% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ken Griffin's SMMV Position: Q1 2026 in Review

Ken Griffin increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 71% in Q1 2026, buying an estimated $594K and bringing the position to 32,138 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #6876.

Ken Griffin first reported a position in SMMV in Q1 2017 and has held it in 26 quarters since. The position peaked at $6.3M in Q3 2020. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

Ken Griffin held 32,138 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $1.4M as of Q1 2026.
Ken Griffin bought 13,327 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2026, an estimated $594K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #6876 holding.
Ken Griffin first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2017 and has held it in 26 quarters since.
Ken Griffin's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $6.3M in Q3 2020.
120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.