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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 %
SMA
26
Sage Mountain Advisors
Georgia
$1.39M 33,080 – –
LS
27
Leelyn Smith
Illinois
$1.22M 28,961 – –
SPIA
28
Steward Partners Investment Advisory
New York
$1.13M 26,794 -1 -0%
AWM
29
Apollon Wealth Management
South Carolina
$1.07M 25,460 -366 -1%
PCIA
30
Prime Capital Investment Advisors
Kansas
$1.04M 24,686 -291 -1%
ASN
31
Advisory Services Network
Georgia
$1.03M 24,763 +24,763 New
PIMG
32
Patriot Investment Management Group
Tennessee
$941K 22,399 – –
MWS
33
MFA Wealth Services
California
$790K 18,814 +1,752 +10%
PAG
34
Private Advisor Group
New Jersey
$787K 18,742 -1,979 -10%
NA
35
NewEdge Advisors
Louisiana
$647K 15,393 -4,279 -22%
KAS
36
Kestra Advisory Services
Texas
$633K 15,063 +423 +3%
MML Investors Services
37
MML Investors Services
Massachusetts
$599K 14,256 +5,063 +55%
MFWP
38
Mosaic Family Wealth Partners
Missouri
$559K 13,306 +6 +0%
Osaic Holdings
39
Osaic Holdings
Arizona
$551K 13,232 -263 -2%
FFA
40
Fortune Financial Advisors
Kansas
$551K 13,106 +42 +0.3%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$513K 12,221 +12,221 New
Morgan Stanley
42
Morgan Stanley
New York
$510K 12,142 +4,441 +58%
RCG
43
Regatta Capital Group
California
$508K 12,099 +12,099 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$485K 11,549 +92 +0.8%
HNWAG
45
High Net Worth Advisory Group
Florida
$455K 10,837 -324 -3%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$446K 10,626 – –
GVAG
47
Great Valley Advisor Group
Delaware
$435K 10,346 +25 +0.2%
AWC
48
Adamsbrown Wealth Consultants
Kansas
$426K 10,141 -67 -0.7%
CIA
49
Concurrent Investment Advisors
Florida
$414K 9,851 +496 +5%
Corient Private Wealth
50
Corient Private Wealth
Florida
$380K 9,043 – –
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