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iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) Institutional Ownership

iShares MSCI USA Small-Cap Min Vol Factor ETF logo
$42.36 +0.93 (+2.23%)
As of 02:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI USA Small-Cap Min Vol Factor ETF (BATS:SMMV)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$6.94M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.57M
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SMMV Institutional Buying and Selling by Quarter

iShares MSCI USA Small-Cap Min Vol Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Ameriprise Financial Inc.207,254$8.71M0.0%+11.6%2.727%
8/14/2025NewEdge Advisors LLC15,393$647K0.0%-21.8%0.203%
8/12/2025 Coldstream Capital Management Inc.7,411$311K0.0%N/A0.098%
8/12/2025 JPMorgan Chase & Co.72,657$3.05M0.0%-12.6%0.956%
8/1/2025 Rossby Financial LCC8,940$376K0.1%+317.8%0.118%
7/31/2025 Moloney Securities Asset Management LLC36,205$1.52M0.2%+3.8%0.476%
7/23/2025 Prime Capital Investment Advisors LLC24,686$1.04M0.0%-1.2%0.325%
7/7/2025 Nova Wealth Management Inc.7,951$334K0.2%+2,632.3%0.106%
5/16/2025NewEdge Advisors LLC19,672$815K0.0%-32.3%0.268%
5/2/2025Cable Hill Partners LLC7,230$297K0.0%+13.5%0.105%
4/30/2025 Moloney Securities Asset Management LLC34,878$1.45M0.2%+17.7%0.505%
4/28/2025 Rossby Financial LCC2,140$87K0.0%N/A0.031%
4/17/2025 Janney Montgomery Scott LLC11,457$475K0.0%-22.0%0.166%
2/17/2025Ameriprise Financial Inc.182,526$7.55M0.0%-0.6%0.873%
2/14/2025IHT Wealth Management LLC8,925$370K0.0%-15.0%0.043%
2/12/2025 JPMorgan Chase & Co.84,699$3.51M0.0%+509.8%0.405%
1/28/2025 Moloney Securities Asset Management LLC29,645$1.23M0.2%+4.2%0.142%
1/17/2025 Janney Montgomery Scott LLC14,691$609K0.0%N/A0.070%
12/26/2024 JPMorgan Chase & Co.13,889$567K0.0%+320.4%0.066%
11/15/2024IHT Wealth Management LLC10,494$428K0.0%-9.4%0.050%
11/15/2024Integrated Wealth Concepts LLC33,750$1.38M0.0%-1.4%0.161%
11/14/2024 Flow Traders U.S. LLC8,210$335K0.0%N/A0.039%
11/14/2024Captrust Financial Advisors10,484$428K0.0%-7.9%0.050%
11/6/2024Cable Hill Partners LLC6,368$260K0.0%N/A0.030%
11/5/2024 Prime Capital Investment Advisors LLC25,062$1.02M0.0%-7.2%0.120%
10/30/2024 Moloney Securities Asset Management LLC28,459$1.16M0.2%+11.1%0.136%
10/10/2024 Burns Matteson Capital Management LLC34,544$1.41M0.7%-8.6%0.165%
7/30/2024 Moloney Securities Asset Management LLC25,612$955K0.1%+196.6%0.123%
7/22/2024 Summit Global Investments126,642$4.72M0.3%-0.4%0.606%
7/9/2024 First Bank & Trust5,963$222K0.0%-7.7%0.029%
7/9/2024 Burns Matteson Capital Management LLC37,778$1.41M0.8%-4.2%0.181%
6/13/2024 Mosaic Family Wealth Partners LLC18,104$678K0.1%+6.8%0.087%
5/17/2024Comerica Bank702$26K0.0%-71.4%0.003%
5/14/2024 Burns Matteson Capital Management LLC39,424$1.48M0.8%-2.3%0.188%
5/2/2024 Moloney Securities Asset Management LLC8,636$323K0.0%+41.4%0.041%
4/17/2024 First Bank & Trust6,458$242K0.1%N/A0.031%
2/9/2024 EverSource Wealth Advisors LLC1,331$48K0.0%+611.8%0.006%
1/31/2024 Wetzel Investment Advisors Inc.4,018$143K0.1%N/A0.017%
1/29/2024 ORG Partners LLC823$29K0.0%+69.0%0.003%
1/25/2024 Confluence Wealth Services Inc.7,517$268K0.0%N/A0.032%
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1/24/2024 Prime Capital Investment Advisors LLC15,479$552K0.0%N/A0.066%
1/22/2024 Princeton Global Asset Management LLC6,575$235K0.1%-20.3%0.028%
1/12/2024 Burns Matteson Capital Management LLC40,371$1.44M0.9%-3.2%0.171%
1/9/2024DB Wealth Management Group LLC7,075$253K0.1%-44.6%0.030%
11/9/2023DB Wealth Management Group LLC12,780$422K0.3%-55.0%0.054%
10/27/2023 Princeton Global Asset Management LLC8,251$273K0.1%-3.8%0.035%
10/16/2023 Summit Global Investments375,038$12.40M0.8%+8.9%1.593%
8/1/2023 USAdvisors Wealth Management LLC6,277$215K0.1%-12.4%0.027%
5/23/2023Old North State Trust LLC69$65K0.0%-96.3%0.000%
5/4/2023 Summit Global Investments231,945$8.04M0.6%+29.5%1.011%
5/3/2023Integrated Wealth Concepts LLC36,099$1.25M0.0%+1.4%0.157%
5/2/2023 TD Capital Management LLC848$29K0.0%N/A0.004%
4/20/2023 Princeton Global Asset Management LLC8,542$296K0.1%+4.6%0.037%
4/4/2023 Future Financial Wealth Managment LLC44,997$1.56M1.7%+34.1%0.199%
2/13/2023Integrated Wealth Concepts LLC35,587$1.23M0.0%+2.3%0.000%
2/13/2023DB Wealth Management Group LLC30,744$1.06M0.7%+186.2%0.000%
2/10/2023 USAdvisors Wealth Management LLC7,418$257K0.1%-45.7%0.000%
2/8/2023Sanford Advisory Services LLC34,244$1.19M0.3%+43.5%0.000%
1/30/2023 Moloney Securities Asset Management LLC7,432$257K0.1%-9.8%0.000%
1/24/2023 Saxon Interests Inc.28,454$996K0.6%-6.0%0.000%
1/10/2023 S.A. Mason LLC5,281$183K0.1%+97.3%0.000%
1/5/2023 Future Financial Wealth Managment LLC33,557$1.16M1.3%-1.5%0.000%
11/22/2022IHT Wealth Management LLC34,268$1.09M0.1%+2.0%0.000%
11/15/2022 Leelyn Smith LLC36,991$1.18M0.4%-23.8%0.000%
11/9/2022Sanford Advisory Services LLC23,858$761K0.2%-1.4%0.000%
11/9/2022DB Wealth Management Group LLC10,741$343K0.2%+67.8%0.000%
11/8/2022Old North State Trust LLC1,875$60K0.1%N/A0.000%
11/3/2022 Patriot Investment Management Inc.18,502$590K0.1%+4.0%0.000%
10/31/2022 Moloney Securities Asset Management LLC8,239$263K0.1%-6.1%0.000%
10/20/2022 S.A. Mason LLC2,676$85K0.1%-11.6%0.000%
10/19/2022 Saxon Interests Inc.30,267$999K0.6%N/A0.000%
10/19/2022 Empirical Asset Management LLC20,531$655K0.7%-18.5%0.000%
10/13/2022 Future Financial Wealth Managment LLC34,076$1.16M1.3%N/A0.000%
8/23/2022 Summit Global Investments73,464$2.50M0.2%-50.6%0.000%
8/23/2022Captrust Financial Advisors104,609$3.56M0.0%+107.9%0.000%
8/9/2022 Leelyn Smith LLC48,562$1.66M0.4%-6.4%0.000%
7/28/2022Sanford Advisory Services LLC24,194$824K0.2%-1.3%0.000%
7/26/2022 Patriot Investment Management Inc.17,792$606K0.1%+8.7%0.000%
7/18/2022 Empirical Asset Management LLC25,182$858K0.9%-20.0%0.000%
5/12/2022DB Wealth Management Group LLC6,401$238K0.1%+13.9%0.000%
5/12/2022Integrated Wealth Concepts LLC35,004$1.30M0.0%-7.4%0.000%
5/11/2022 Leelyn Smith LLC51,872$1.93M0.5%-1.7%0.000%
5/6/2022 Empirical Asset Management LLC31,459$1.17M1.1%+13.4%0.000%
5/2/2022 Patriot Investment Management Inc.16,372$608K0.1%+9.5%0.000%
4/29/2022CoreCap Advisors LLC8,301$309K0.0%+16.5%0.000%
4/29/2022 Summit Global Investments148,707$5.53M0.4%+413.8%0.000%
4/25/2022Atlas Private Wealth Management34,391$1.28M0.7%+2.0%0.000%
2/15/2022Certified Advisory Corp9,023$353K0.1%+6.3%0.000%
2/14/2022 Leelyn Smith LLC52,763$2.06M0.6%-2.0%0.000%
2/14/2022IHT Wealth Management LLC33,413$1.31M0.1%-17.4%0.000%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
2/14/2022 Summit Global Investments28,945$1.13M0.1%-58.7%0.000%
2/10/2022 Confluence Wealth Services Inc.2,299$89K0.0%N/A0.000%
2/7/2022Atlas Private Wealth Management33,731$1.32M0.7%+4.7%0.000%
2/7/2022 WealthCare Investment Partners LLC10,036$392K0.4%N/A0.000%
2/2/2022 Princeton Global Asset Management LLC8,159$319K0.1%-3.9%0.000%
2/1/2022 Patriot Investment Management Inc.14,957$584K0.0%+4.1%0.000%
1/28/2022 Moloney Securities Asset Management LLC8,907$348K0.1%-8.6%0.000%
1/27/2022 Fifth Third Securities Inc.16,063$628K0.1%N/A0.000%
1/25/2022Mosaic Family Wealth LLC24,512$958K0.2%+8.1%0.000%
1/25/2022Private Ocean LLC915$36K0.0%-25.3%0.000%
(Data available from 1/1/2016 forward)

SMMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMMV shares?

During the previous two years, 25 institutional investors and hedge funds held shares of iShares MSCI USA Small-Cap Min Vol Factor ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($8.71M), Summit Global Investments ($4.72M), JPMorgan Chase & Co. ($3.05M), Moloney Securities Asset Management LLC ($1.52M), Burns Matteson Capital Management LLC ($1.41M), Integrated Wealth Concepts LLC ($1.38M), and Prime Capital Investment Advisors LLC ($1.04M).Learn more on iShares MSCI USA Small-Cap Min Vol Factor ETF's institutional investors.

Which institutional investors have been buying iShares MSCI USA Small-Cap Min Vol Factor ETF's stock?

Of the 17 institutional investors that purchased iShares MSCI USA Small-Cap Min Vol Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($81.40K), Summit Global Investments ($30.69K), Moloney Securities Asset Management LLC ($30.10K), Ameriprise Financial Inc. ($21.53K), Prime Capital Investment Advisors LLC ($15.48K), Janney Montgomery Scott LLC ($14.69K), and Rossby Financial LCC ($8.94K).

How much institutional buying is happening at iShares MSCI USA Small-Cap Min Vol Factor ETF?

Institutional investors have bought a total of 167,664 shares in the last 24 months. This purchase volume represents approximately $6.94M in transactions.

Which of iShares MSCI USA Small-Cap Min Vol Factor ETF's major shareholders have been selling company stock?

Of the 9 institutional investors that sold iShares MSCI USA Small-Cap Min Vol Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($13.65K), JPMorgan Chase & Co. ($10.44K), Janney Montgomery Scott LLC ($3.23K), Burns Matteson Capital Management LLC ($3.23K), IHT Wealth Management LLC ($2.66K), Prime Capital Investment Advisors LLC ($2.23K), and Ameriprise Financial Inc. ($1.14K).

How much institutional selling is happening at iShares MSCI USA Small-Cap Min Vol Factor ETF?

Institutional investors have sold a total of 37,935 shares in the last 24 months. This volume of shares sold represents approximately $1.57M in transactions.


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This page (BATS:SMMV) was last updated on 8/15/2025 by MarketBeat.com Staff
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