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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

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, 27 increasing their positions, 52 reducing their positions, and 11 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
27
Reduced
52
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$52.3M
2
MWM
2
Modern Wealth Management
Kansas
$2.56M
3
Wells Fargo
3
Wells Fargo
California
$2.54M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.28M
5
1WM
5
1858 Wealth Management
Ohio
$1.05M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$942K
2
SGI
2
Summit Global Investments
Utah
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$22.5M
5
Raymond James Financial
5
Raymond James Financial
Florida
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$52.3M 1,260,962 +72,303 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$22.5M 543,332 -50,697 -9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20M 482,456 -89,049 -16%
Raymond James Financial
4
Raymond James Financial
Florida
$11.8M 285,078 -40,458 -12%
WMR
5
Wealth Management Resources
Rhode Island
$11.8M 284,086 +736 +0.3%
Ameriprise
6
Ameriprise
Minnesota
$7.7M 185,720 +3,194 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.67M 184,971 -3,431 -2%
LPL Financial
8
LPL Financial
California
$5.81M 140,053 -4,038 -3%
BWM
9
Brickley Wealth Management
California
$5.3M 127,960 +1 +0%
SWP
10
Sagespring Wealth Partners
Tennessee
$3.85M 92,791 -14,767 -14%
Creative Planning
11
Creative Planning
Kansas
$3.69M 88,998 +590 +0.7%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$3.44M 83,092 -1,607 -2%
UBS Group
13
UBS Group
Switzerland
$2.93M 70,788 -3,704 -5%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$2.84M 68,439 +26 +0%
WFA
15
Wade Financial Advisory
California
$2.79M 67,215 -2,072 -3%
BPA
16
Beacon Pointe Advisors
California
$2.56M 61,878 -3,800 -6%
MWM
17
Modern Wealth Management
Kansas
$2.56M 61,769 +61,769 New
Wells Fargo
18
Wells Fargo
California
$2.54M 61,376 +40,490 +194%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.42M 58,257 -16,882 -22%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.3M 55,371 -38,600 -41%
ACM
21
Armbruster Capital Management
New York
$1.67M 40,275 +575 +1%
MSAM
22
Moloney Securities Asset Management
Missouri
$1.45M 34,878 +5,233 +18%
BMCM
23
Burns Matteson Capital Management
New York
$1.43M 34,512 -31 -0.1%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.41M 33,936 +59 +0.2%
SMA
25
Sage Mountain Advisors
Georgia
$1.37M 33,080 – –
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