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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
$46.95 +0.41 (+0.88%)
As of 10:21 AM 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)
$2.19M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.46M
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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
11/9/2026Thoroughbred Financial Services LLC7,764$345K0.0%N/A0.130%
11/9/2026Harbour Investments Inc.4,993$222K0.0%N/A0.084%
10/20/2026 Prime Capital Investment Advisors LLC15,183$675K0.0%-68.3%0.200%
10/17/2026 Burns Matteson Capital Management LLC26,859$1.20M0.4%-12.1%0.353%
10/8/2026 CoreCap Advisors LLC2,382$106K0.0%-36.1%0.031%
8/21/2026Continuum Advisory LLC5,099$235K0.0%N/A0.067%
8/20/2026 Community Bank & Trust Waco Texas13,049$601K0.1%N/A0.172%
8/20/2026 Oarsman Capital Inc.2,426$112K0.0%N/A0.032%
7/7/2026 CoreCap Advisors LLC1,371$63K0.0%+164.2%0.018%
5/5/2026Advisors Preferred LLC3,596$157K0.0%N/A0.047%
4/30/2026Mosaic Family Wealth Partners LLC10,622$463K0.0%-18.4%0.140%
2/17/2026Advisory Services Network LLC35,641$1.54M0.0%+34.9%0.469%
2/13/2026Mosaic Family Wealth Partners LLC13,025$564K0.1%-2.2%0.171%
2/11/2026Janney Montgomery Scott LLC6,093$264K0.0%-6.6%0.080%
1/21/2026 Prime Capital Investment Advisors LLC20,688$896K0.0%-3.0%0.272%
1/21/2026 Flagship Harbor Advisors LLC1,725$75K0.0%N/A0.023%
1/12/2026 First Bank & Trust5,077$220K0.0%-4.6%0.067%
1/1/2026JPMorgan Chase & Co.70,582$3.04M0.0%-2.9%0.929%
11/17/2025NewEdge Advisors LLC11,641$501K0.0%-24.4%0.153%
11/17/2025Integrated Wealth Concepts LLC31,378$1.35M0.0%-9.6%0.413%
11/17/2025Ameriprise Financial Inc.62,921$2.71M0.0%-69.6%0.828%
11/10/2025Thoroughbred Financial Services LLC8,312$357K0.0%-4.1%0.109%
11/7/2025JPMorgan Chase & Co.70,582$3.04M0.0%-2.9%0.929%
11/5/2025Moloney Securities Asset Management LLC19,546$841K0.1%-46.0%0.257%
11/5/2025 Prime Capital Investment Advisors LLC21,326$918K0.0%-13.6%0.281%
10/29/2025 Root Financial Partners LLC617$27K0.0%N/A0.008%
10/16/2025 Burns Matteson Capital Management LLC33,773$1.45M0.5%-1.7%0.444%
10/14/2025 Farther Finance Advisors LLC3,421$147K0.0%+2,874.8%0.045%
10/10/2025 First Bank & Trust5,322$229K0.0%-9.5%0.070%
10/7/2025Nova Wealth Management Inc.5,199$224K0.2%-34.6%0.068%
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%
8/12/2025Coldstream Capital Management Inc.7,411$311K0.0%N/A0.098%
8/12/2025JPMorgan Chase & Co.72,657$3.05M0.0%-12.6%0.956%
8/1/2025 Rossby Financial LCC8,940$376K0.1%+317.8%0.118%
7/31/2025Moloney 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%
7/7/2025Nova 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%
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4/30/2025Moloney Securities Asset Management LLC34,878$1.45M0.2%+17.7%0.505%
4/28/2025Rossby Financial LCC2,140$87K0.0%N/A0.031%
4/17/2025Janney 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%
2/12/2025JPMorgan Chase & Co.84,699$3.51M0.0%+509.8%0.405%
1/28/2025Moloney Securities Asset Management LLC29,645$1.23M0.2%+4.2%0.142%
1/17/2025Janney Montgomery Scott LLC14,691$609K0.0%N/A0.070%
12/26/2024JPMorgan 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%
11/14/2024Flow 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%
11/5/2024Prime Capital Investment Advisors LLC25,062$1.02M0.0%-7.2%0.120%
10/30/2024Moloney Securities Asset Management LLC28,459$1.16M0.2%+11.1%0.136%
10/10/2024Burns Matteson Capital Management LLC34,544$1.41M0.7%-8.6%0.165%
7/30/2024Moloney Securities Asset Management LLC25,612$955K0.1%+196.6%0.123%
7/22/2024Summit Global Investments126,642$4.72M0.3%-0.4%0.606%
7/9/2024First Bank & Trust5,963$222K0.0%-7.7%0.029%
7/9/2024Burns Matteson Capital Management LLC37,778$1.41M0.8%-4.2%0.181%
6/13/2024Mosaic Family Wealth Partners LLC18,104$678K0.1%+6.8%0.087%
5/17/2024Comerica Bank702$26K0.0%-71.4%0.003%
5/14/2024Burns Matteson Capital Management LLC39,424$1.48M0.8%-2.3%0.188%
5/2/2024Moloney Securities Asset Management LLC8,636$323K0.0%+41.4%0.041%
4/17/2024First Bank & Trust6,458$242K0.1%N/A0.031%
2/9/2024EverSource Wealth Advisors LLC1,331$48K0.0%+611.8%0.006%
1/31/2024Wetzel Investment Advisors Inc.4,018$143K0.1%N/A0.017%
1/29/2024ORG Partners LLC823$29K0.0%+69.0%0.003%
1/25/2024Confluence Wealth Services Inc.7,517$268K0.0%N/A0.032%
1/24/2024Prime Capital Investment Advisors LLC15,479$552K0.0%N/A0.066%
1/22/2024Princeton Global Asset Management LLC6,575$235K0.1%-20.3%0.028%
1/12/2024Burns 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%
10/27/2023Princeton Global Asset Management LLC8,251$273K0.1%-3.8%0.035%
10/16/2023Summit Global Investments375,038$12.40M0.8%+8.9%1.593%
8/1/2023USAdvisors Wealth Management LLC6,277$215K0.1%-12.4%0.027%
5/23/2023Old North State Trust LLC69$65K0.0%-96.3%0.000%
5/4/2023Summit Global Investments231,945$8.04M0.6%+29.5%1.011%
5/3/2023Integrated Wealth Concepts LLC36,099$1.25M0.0%+1.4%0.157%
5/2/2023TD Capital Management LLC848$29K0.0%N/A0.004%
4/20/2023Princeton Global Asset Management LLC8,542$296K0.1%+4.6%0.037%
4/4/2023Future 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%
2/10/2023USAdvisors Wealth Management LLC7,418$257K0.1%-45.7%0.000%
2/8/2023Sanford Advisory Services LLC34,244$1.19M0.3%+43.5%0.000%
1/30/2023Moloney Securities Asset Management LLC7,432$257K0.1%-9.8%0.000%
1/24/2023Saxon Interests Inc.28,454$996K0.6%-6.0%0.000%
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1/10/2023S.A. Mason LLC5,281$183K0.1%+97.3%0.000%
1/5/2023Future 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%
11/15/2022Leelyn 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%
11/3/2022Patriot Investment Management Inc.18,502$590K0.1%+4.0%0.000%
10/31/2022Moloney Securities Asset Management LLC8,239$263K0.1%-6.1%0.000%
10/20/2022S.A. Mason LLC2,676$85K0.1%-11.6%0.000%


SMMV Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of iShares MSCI USA Small-Cap Min Vol Factor ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.04M), Ameriprise Financial Inc. ($2.71M), Advisory Services Network LLC ($1.54M), Integrated Wealth Concepts LLC ($1.35M), Burns Matteson Capital Management LLC ($1.20M), Moloney Securities Asset Management LLC ($841K), and Prime Capital Investment Advisors LLC ($675K).Learn more on iShares MSCI USA Small-Cap Min Vol Factor ETF's institutional investors.

Of the 20 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), Ameriprise Financial Inc. ($21.53K), Janney Montgomery Scott LLC ($14.69K), Community Bank & Trust Waco Texas ($13.05K), Advisory Services Network LLC ($9.22K), Rossby Financial LCC ($8.94K), and Flow Traders U.S. LLC ($8.21K).

Institutional investors have bought a total of 48,728 shares in the last 24 months. This purchase volume represents approximately $2.19M in transactions.

Of the 10 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: Ameriprise Financial Inc. ($144.33K), Prime Capital Investment Advisors LLC ($33.34K), NewEdge Advisors LLC ($3.75K), Burns Matteson Capital Management LLC ($3.71K), Integrated Wealth Concepts LLC ($3.35K), Mosaic Family Wealth Partners LLC ($2.69K), and JPMorgan Chase & Co. ($2.08K).

Institutional investors have sold a total of 195,278 shares in the last 24 months. This volume of shares sold represents approximately $8.46M in transactions.


Related Companies

Institutional ownership data for BATS:SMMV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/9/2026. New 13F filings are added each quarter as they're published.
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