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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
SMMV
121 hedge funds and large institutions have $206M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 43
2% less funds holding
Funds holding: 124 → 121 (-3)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
12.75% less ownership
Funds ownership: 76.07% → 63.32% (-13%)
14% less capital invested
Capital invested by funds: $240M → $206M (-$33.9M)
Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
39
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.65M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.27M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.9M |
| 4 |
HF
HRT Financial
New York
|
+$519K |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$375K |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.5M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$16.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.13M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.86M |
| 5 |
Goldman Sachs
New York
|
-$1.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Two Sigma Investments
New York
| – | -$302K | -7,200 | Closed |
|
127
D.E. Shaw & Co
New York
| – | -$271K | -6,452 | Closed |
|
|
OIA
128
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$228K | -5,428 | Closed |
|
|
JAA
129
Joel Adams & Associates
Asheville,
North Carolina
| – | -$226K | -5,378 | Closed |
|
|
BCMLT
130
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$25.4K | -605 | Closed |
|
131
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$4K | -107 | Closed |
|
|
SC
132
Stephens Consulting
Flint,
Michigan
| – | -$883 | -21 | Closed |
|