iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
120 hedge funds and large institutions have $193M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 47 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.34% less ownership
Funds ownership: 69.41% → 69.07% (-0.34%)
1% less funds holding
Funds holding: 121 → 120 (-1)
6% less capital invested
Capital invested by funds: $205M → $193M (-$11.7M)
15% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$2.13M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.75M |
| 3 |
Goldman Sachs
New York
|
+$1.62M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.56M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$15.7M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.64M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.36M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$422K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$300K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
126
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$74.8K | -1,725 | Closed |
|
127
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$32K | -734 | Closed |
|
SMMV Hedge Fund Activity: Q1 2026 in Review
120 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q1 2026, worth a combined $193M — down 5.7% from $205M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SMMV positions and 6 closed out — a net gain of 1 holder — while 40 added to existing stakes and 47 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $2.13M. The largest seller was Wells Fargo, cutting an estimated $15.7M.
- 120 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q1 2026, down from 121 in Q4 2025.
- Funds reported $193M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q1 2026, down 5.7% quarter-over-quarter.
- 7 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q1 2026 and 6 closed out, a net change of +1 holder.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q1 2026 was GTS Securities, an estimated $2.13M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q1 2026 was Wells Fargo, an estimated $15.7M sold.
Based on aggregated 13F filings for Q1 2026.