Free Trial

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

iShares MSCI USA Small-Cap Min Vol Factor ETF logo
$41.62 +0.18 (+0.42%)
As of 03:48 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares MSCI USA Small-Cap Min Vol Factor ETF (BATS:SMMV)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$5.75M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.04M
Get SMMV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI USA Small-Cap Min Vol Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SMMV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC19,672$815K0.0%-32.3%0.268%
5/2/2025 Cable 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%
2/17/2025 Ameriprise Financial Inc.182,526$7.55M0.0%-0.6%0.873%
2/14/2025 IHT 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%
11/15/2024 IHT Wealth Management LLC10,494$428K0.0%-9.4%0.050%
11/15/2024 Integrated 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%
11/14/2024 Captrust Financial Advisors10,484$428K0.0%-7.9%0.050%
11/6/2024 Cable 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%
5/17/2024 Comerica 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%
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%
Trump’s Bitcoin Reserve is No Accident… (Ad)

For the first time in history, we have a president who understands crypto's potential to bypass the banking system entirely. And Wall Street's biggest players know it. I've created a blueprint revealing how everyday investors can turn this historic shift into potentially life-changing wealth. Like the 75,000 new millionaires created in the last bull run— only this time with institutional backing.

Click Here to Check Out the Crypto Bull Run Millionaire Blueprint
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%
5/3/2023 Integrated 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%
2/13/2023 Integrated 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%
11/22/2022 IHT 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%
8/23/2022 Captrust 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%
5/12/2022 Integrated 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%
4/29/2022 CoreCap 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%
2/15/2022 Certified Advisory Corp9,023$353K0.1%+6.3%0.000%
2/14/2022 Leelyn Smith LLC52,763$2.06M0.6%-2.0%0.000%
2/14/2022 IHT Wealth Management LLC33,413$1.31M0.1%-17.4%0.000%
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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
1/25/2022Mosaic Family Wealth LLC24,512$958K0.2%+8.1%0.000%
1/25/2022Private Ocean LLC915$36K0.0%-25.3%0.000%
1/18/2022Crescent Capital Consulting LLC50,048$1.96M0.3%+261.1%0.000%
1/12/2022 IFP Advisors Inc1,880$81K0.0%-60.5%0.000%
11/16/2021 Captrust Financial Advisors60,013$2.23M0.0%-26.5%0.000%
11/16/2021 Certified Advisory Corp8,487$315K0.1%+17.5%0.000%
11/15/2021 Flow Traders U.S. LLC68,534$2.54M0.1%-6.6%0.000%
11/9/2021Private Ocean LLC1,225$45K0.0%N/A0.000%
11/8/2021 Summit Global Investments70,152$2.60M0.2%N/A0.000%
11/4/2021Strategic Asset Management LLC900$34K0.0%N/A0.000%
(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. ($7.55M), Summit Global Investments ($4.72M), JPMorgan Chase & Co. ($3.51M), Moloney Securities Asset Management LLC ($1.45M), Burns Matteson Capital Management LLC ($1.41M), Integrated Wealth Concepts LLC ($1.38M), and Prime Capital Investment Advisors LLC ($1.02M).Learn more on SMMV's institutional investors.

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

Of the 14 institutional investors that purchased iShares MSCI USA Small-Cap Min Vol Factor ETF 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 ($28.77K), Prime Capital Investment Advisors LLC ($15.48K), Janney Montgomery Scott LLC ($14.69K), Flow Traders U.S. LLC ($8.21K), and Confluence Wealth Services Inc. ($7.52K).

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

Institutional investors have bought a total of 209,232 shares in the last 24 months. This purchase volume represents approximately $8.11M in transactions.

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

Of the 15 institutional investors that sold iShares MSCI USA Small-Cap Min Vol Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: DB Wealth Management Group LLC ($21.34K), NewEdge Advisors LLC ($9.37K), Burns Matteson Capital Management LLC ($7.14K), Janney Montgomery Scott LLC ($3.23K), IHT Wealth Management LLC ($2.66K), Princeton Global Asset Management LLC ($2.00K), and Prime Capital Investment Advisors LLC ($1.94K).

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

Institutional investors have sold a total of 55,573 shares in the last 24 months. This volume of shares sold represents approximately $2.07M in transactions.



This page (BATS:SMMV) was last updated on 5/22/2025 by MarketBeat.com Staff
From Our Partners