iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
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, 26 increasing their positions, 52 reducing their positions, and 11 closing their positions.
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 124 → 121 (-3)
3.01% less ownership
Funds ownership: 77.39% → 74.37% (-3%)
10% less capital invested
Capital invested by funds: $236M → $211M (-$24.6M)
50% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.02M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$2.58M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.69M |
| 4 |
Two Sigma Investments
New York
|
+$1.29M |
| 5 |
1WM
1858 Wealth Management
Akron,
Ohio
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$6.27M |
| 2 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$5.07M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.72M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.12M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.69M |
SMMV Hedge Fund Activity: Q1 2025 in Review
121 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) for Q1 2025, worth a combined $211M — down 10% from $236M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SMMV positions and 11 closed out — a net gain of 1 holder — while 26 added to existing stakes and 52 trimmed.
The largest buyer was Bank of America, adding an estimated $3.02M. The largest seller was Goldman Sachs, cutting an estimated $6.27M.
- 121 institutional investors held iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) as of Q1 2025, down from 124 in Q4 2024.
- Funds reported $211M of iShares MSCI USA Small-Cap Min Vol Factor ETF stock for Q1 2025, down 10% quarter-over-quarter.
- 12 funds opened new iShares MSCI USA Small-Cap Min Vol Factor ETF positions in Q1 2025 and 11 closed out, a net change of +1 holder.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF buyer in Q1 2025 was Bank of America, an estimated $3.02M added.
- The largest iShares MSCI USA Small-Cap Min Vol Factor ETF seller in Q1 2025 was Goldman Sachs, an estimated $6.27M sold.
Based on aggregated 13F filings for Q1 2025.