SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF

124 hedge funds and large institutions have $239M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
35
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BMCM
26
Burns Matteson Capital Management
New York
$1.44M -$6.68K -159 -0.5%
SMA
27
Sage Mountain Advisors
Georgia
$1.39M
LS
28
Leelyn Smith
Illinois
$1.22M
SPIA
29
Steward Partners Investment Advisory
New York
$1.13M -$42 -1 -0%
AWM
30
Apollon Wealth Management
South Carolina
$1.07M -$15.4K -366 -1%
PCIA
31
Prime Capital Investment Advisors
Kansas
$1.04M -$12.2K -291 -1%
ASN
32
Advisory Services Network
Georgia
$1.03M +$1.03M +24,763 New
PIMG
33
Patriot Investment Management Group
Tennessee
$941K
MWS
34
MFA Wealth Services
California
$790K +$73.6K +1,752 +10%
PAG
35
Private Advisor Group
New Jersey
$787K -$83.1K -1,979 -10%
NA
36
NewEdge Advisors
Louisiana
$647K -$180K -4,279 -22%
KAS
37
Kestra Advisory Services
Texas
$633K +$17.8K +423 +3%
MML Investors Services
38
MML Investors Services
Massachusetts
$599K +$213K +5,063 +55%
MFWP
39
Mosaic Family Wealth Partners
Missouri
$559K +$252 +6 +0%
Osaic Holdings
40
Osaic Holdings
Arizona
$551K -$11K -263 -2%
FFA
41
Fortune Financial Advisors
Kansas
$551K +$1.76K +42 +0.3%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$513K +$513K +12,221 New
Morgan Stanley
43
Morgan Stanley
New York
$510K +$187K +4,441 +58%
RCG
44
Regatta Capital Group
California
$508K +$508K +12,099 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$485K +$3.86K +92 +0.8%
HNWAG
46
High Net Worth Advisory Group
Florida
$455K -$13.6K -324 -3%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$446K
GVAG
48
Great Valley Advisor Group
Delaware
$435K +$1.05K +25 +0.2%
AWC
49
Adamsbrown Wealth Consultants
Kansas
$426K -$2.82K -67 -0.7%
CIA
50
Concurrent Investment Advisors
Florida
$414K +$20.8K +496 +5%