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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

121 hedge funds and large institutions have $211M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
27
Reduced
52
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.3M
2
MWM
Modern Wealth Management
Kansas
$2.56M
3
Wells Fargo
Wells Fargo
California
$2.54M
4
Two Sigma Investments
Two Sigma Investments
New York
$1.28M
5
1WM
1858 Wealth Management
Ohio
$1.05M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$942K
2
SGI
Summit Global Investments
Utah
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$22.5M
5
Raymond James Financial
Raymond James Financial
Florida
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
101
EverSource Wealth Advisors
Alabama
$17.4K -$38.6K -932 -69%
FC
102
Fairscale Capital
New Hampshire
$16.3K – – –
BL
103
BFSG LLC
California
$16K – – –
William Blair & Company
104
William Blair & Company
Illinois
$13.1K – – –
NWM
105
Nova Wealth Management
Florida
$12.1K +$12.1K +291 New
CA
106
Clearstead Advisors
Ohio
$10K – – –
GWM
107
Geneos Wealth Management
Colorado
$9.79K +$4.89K +118 +100%
WWM
108
Wolff Wiese Magana
California
$7.46K – – –
CA
109
CoreCap Advisors
Michigan
$6.43K +$332 +8 +5%
AIC
110
Archer Investment Corporation
Indiana
$2.78K – – –
CIAS
111
Capital Investment Advisory Services
North Carolina
$2.53K – – –
S
112
Sachetta
Massachusetts
$2.38K – – –
PPWM
113
PFG Private Wealth Management
Florida
$2.32K – – –
CWM
114
Compass Wealth Management
Connecticut
$2.2K +$2.2K +53 New
HWA
115
Heritage Wealth Advisors
Virginia
$2K +$2K +48 New
HBW
116
Hazlett, Burt & Watson
West Virginia
$2K – – –
IA
117
IFP Advisors
Florida
$1.82K – – –
TFA
118
Transamerica Financial Advisors
Florida
$1K – – –
HFS
119
Hughes Financial Services
Virginia
$748 +$748 +18 New
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$539 – – –
HNB
121
Huntington National Bank
Ohio
$41 -$41 – –
FFWM
122
Future Financial Wealth Management
Ohio
$41 – – –
SGI
123
Summit Global Investments
Utah
– -$5.07M -122,226 Closed
IAA
124
Independent Advisor Alliance
North Carolina
– -$1.66M -40,155 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
– -$985K -23,758 Closed
2 3 4
5
6