iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
124 hedge funds and large institutions have $240M 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, 36 increasing their positions, 44 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
13% more capital invested
Capital invested by funds: $211M → $240M (+$28.5M)
2% more funds holding
Funds holding: 121 → 124 (+3)
1.7% more ownership
Funds ownership: 74.37% → 76.07% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
18% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$15.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.56M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.02M |
| 5 |
LPL Financial
San Diego,
California
|
+$984K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.9M |
| 2 |
1WM
1858 Wealth Management
Akron,
Ohio
|
-$1.05M |
| 3 |
Two Sigma Investments
New York
|
-$979K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$853K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$782K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1WM
126
1858 Wealth Management
Akron,
Ohio
| – | -$1.05M | -25,420 | Closed |
|
127
Citadel Advisors
Miami,
Florida
| – | -$516K | -12,459 | Closed |
|
|
GVCM
128
Global View Capital Management
Waukesha,
Wisconsin
| – | -$367K | -8,863 | Closed |
|
|
MWM
129
McNaughton Wealth Management
San Diego,
California
| – | -$254K | -6,130 | Closed |
|
|
FFA
130
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$20.1K | -484 | Closed |
|
|
PPWM
131
PFG Private Wealth Management
Lutz,
Florida
| – | -$2.32K | -56 | Closed |
|
|
CWM
132
Compass Wealth Management
Guilford,
Connecticut
| – | -$2.2K | -53 | Closed |
|
|
HWA
133
Heritage Wealth Advisors
Richmond,
Virginia
| – | -$2K | -48 | Closed |
|
|
HFS
134
Hughes Financial Services
Herndon,
Virginia
| – | -$748 | -18 | Closed |
|
|
FFWM
135
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$41 | -1 | Closed |
|
SMMV Hedge Fund Activity: Q2 2025 in Review
124 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q2 2025, worth a combined $240M — up 13% from $211M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SMMV positions and 10 closed out — a net gain of 5 holders — while 36 added to existing stakes and 44 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $15.9M. The largest seller was Mercer Global Advisors, cutting an estimated $1.9M.
- 124 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q2 2025, up from 121 in Q1 2025.
- Funds reported $240M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q2 2025, up 13% quarter-over-quarter.
- 15 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q2 2025 and 10 closed out, a net change of +5 holders.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q2 2025 was Mariner, an estimated $15.9M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $1.9M sold.
Based on aggregated 13F filings for Q2 2025.