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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 %
FPAS
76
Focus Partners Advisor Solutions
Missouri
$223K 5,315 -117 -2%
Stifel Financial
77
Stifel Financial
Missouri
$211K 5,032 +5,032 New
RSF
78
Rik Saylor Financial
Ohio
$209K 4,977 -98 -2%
PFA
79
Professional Financial Advisors
Nebraska
$204K 4,846 +4,846 New
SAM
80
S.A. Mason
Michigan
$195K 4,633 +5 +0.1%
HI
81
Harbour Investments
Wisconsin
$178K 4,238 -700 -14%
AIP
82
Ameritas Investment Partners
Nebraska
$140K 3,343 +290 +9%
EWA
83
EP Wealth Advisors
California
$133K 3,177 -130 -4%
AAS
84
Ameritas Advisory Services
Nebraska
$133K 3,173 -2,880 -48%
SWM
85
Spire Wealth Management
Virginia
$126K 2,990 – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$99K 2,356 -110 -4%
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$81.2K 1,933 -382 -17%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$75.3K 1,793 – –
PWM
89
Provident Wealth Management
Tennessee
$73.6K 1,753 – –
Comerica Bank
90
Comerica Bank
Texas
$58.4K 1,389 – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$57.8K 1,375 – –
PWA
92
Physician Wealth Advisors
Utah
$57.1K 1,360 +3 +0.2%
RFA
93
Reyes Financial Architecture
California
$56K 1,332 – –
GRP
94
Global Retirement Partners
California
$48.4K 1,153 +1,153 New
CTA
95
Colonial Trust Advisors
South Carolina
$47.3K 1,125 – –
FRA
96
Front Row Advisors
California
$44.1K 1,050 – –
HAP
97
Harbor Asset Planning
Massachusetts
$37.6K 895 +895 New
AWM
98
AE Wealth Management
Kansas
$37.5K 892 -544 -38%
PCFFS
99
Pacific Center for Financial Services
California
$26.7K 635 – –
BCMLT
100
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.4K 605 +3 +0.5%
2 3
4
5 6