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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
SMMV
121 hedge funds and large institutions have $205M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 45 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
6.09% more ownership
Funds ownership: 63.32% → 69.41% (+6.1%)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0% more funds holding
Funds holding: 121 → 121 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $206M → $205M (-$1.29M)
20% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 45
Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
36
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Two Sigma Investments
New York
|
+$1.5M |
| 2 |
XPN
XY Planning Network
Bozeman,
Montana
|
+$833K |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$776K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$575K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$396K |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.22M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$709K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$601K |
| 4 |
LS
Leelyn Smith
Geneva,
Illinois
|
-$547K |
| 5 |
HF
HRT Financial
New York
|
-$525K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
126
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$170K | -3,957 | Closed |
|
127
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$77.2K | -1,793 | Closed |
|
128
Comerica Bank
Dallas,
Texas
| – | -$59.8K | -1,389 | Closed |
|
|
ATS
129
Ashton Thomas Securities
Rochester,
New York
| – | -$37.5K | -871 | Closed |
|
|
FFA
130
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$20.8K | -484 | Closed |
|
|
GFWA
131
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$8.74K | -203 | Closed |
|
|
MEG
132
Millstone Evans Group
Boulder,
Colorado
| – | -$5.86K | -136 | Closed |
|
|
RF
133
Rossby Financial
Melbourne,
Florida
| – | -$1.03K | -24 | Closed |
|
|
PFG
134
Premier Financial Group
Eureka,
California
| – | -$43 | -1 | Closed |
|