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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

123 hedge funds and large institutions have $238M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
35
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$16.2M
2
Wells Fargo
2
Wells Fargo
California
$15.1M
3
ASN
3
Advisory Services Network
Georgia
$1.03M
4
LPL Financial
4
LPL Financial
California
$6.88M
5
Ameriprise
5
Ameriprise
Minnesota
$8.71M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$20.9M
2
1WM
2
1858 Wealth Management
Ohio
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$302K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$53M 1,261,708 +746 +0.1%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$20.9M 497,382 -45,950 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.4M 461,809 -20,647 -4%
Mariner
4
Mariner
Kansas
$16.2M 384,640 +384,640 New
Wells Fargo
5
Wells Fargo
California
$15.1M 358,555 +297,179 +484%
WMR
6
Wealth Management Resources
Rhode Island
$12.2M 289,440 +5,354 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$11.7M 278,100 -6,978 -2%
Ameriprise
8
Ameriprise
Minnesota
$8.71M 207,254 +21,534 +12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.48M 177,992 -6,979 -4%
LPL Financial
10
LPL Financial
California
$6.88M 163,857 +23,804 +17%
BWM
11
Brickley Wealth Management
California
$5.37M 127,938 -22 -0%
Creative Planning
12
Creative Planning
Kansas
$3.73M 88,714 -284 -0.3%
SWP
13
Sagespring Wealth Partners
Tennessee
$3.62M 86,111 -6,680 -7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$3.05M 72,657 -10,435 -13%
UBS Group
15
UBS Group
Switzerland
$2.93M 69,726 -1,062 -2%
RCAG
16
Rehmann Capital Advisory Group
Michigan
$2.88M 68,627 +188 +0.3%
MWM
17
Modern Wealth Management
Kansas
$2.67M 63,468 +1,699 +3%
BPA
18
Beacon Pointe Advisors
California
$2.55M 60,742 -1,136 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.34M 55,625 +254 +0.5%
ACM
20
Armbruster Capital Management
New York
$1.99M 47,350 +7,075 +18%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.65M 39,342 -18,915 -32%
Goldman Sachs
22
Goldman Sachs
New York
$1.53M 36,302 +13,567 +60%
MSAM
23
Moloney Securities Asset Management
Missouri
$1.52M 36,205 +1,327 +4%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.46M 34,726 +790 +2%
BMCM
25
Burns Matteson Capital Management
New York
$1.44M 34,353 -159 -0.5%
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