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

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$37.21
-0.15 (-0.40%)
(As of 05/8/2024 ET)
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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)
8
Total
Institutional Inflows
(last 12 months)
$2.37M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$930.71K
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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
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%
2/9/2024EverSource 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%
1/24/2024Prime 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%
1/12/2024Burns 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%
10/27/2023 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%
5/2/2023TD 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%
11/15/2022Leelyn 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%
11/3/2022 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%
10/19/2022Empirical 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%
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8/23/2022Captrust Financial Advisors104,609$3.56M0.0%+107.9%0.000%
8/9/2022Leelyn 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%
7/18/2022Empirical 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%
5/11/2022Leelyn Smith LLC51,872$1.93M0.5%-1.7%0.000%
5/6/2022Empirical 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%
4/25/2022 Atlas Private Wealth Management34,391$1.28M0.7%+2.0%0.000%
2/15/2022Certified Advisory Corp9,023$353K0.1%+6.3%0.000%
2/14/2022Leelyn Smith LLC52,763$2.06M0.6%-2.0%0.000%
2/14/2022IHT 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%
2/7/2022 Atlas 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%
1/25/2022 Private Ocean LLC915$36K0.0%-25.3%0.000%
1/18/2022Crescent Capital Consulting LLC50,048$1.96M0.3%+261.1%0.000%
1/12/2022IFP Advisors Inc1,880$81K0.0%-60.5%0.000%
11/16/2021Captrust Financial Advisors60,013$2.23M0.0%-26.5%0.000%
11/16/2021Certified Advisory Corp8,487$315K0.1%+17.5%0.000%
11/15/2021Flow Traders U.S. LLC68,534$2.54M0.1%-6.6%0.000%
11/9/2021 Private 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%
11/3/2021 Princeton Global Asset Management LLC315$32K0.1%-96.3%0.000%
10/29/2021 Janney Montgomery Scott LLC15,763$584K0.0%N/A0.000%
10/26/2021Mosaic Family Wealth LLC22,670$841K0.2%+27.3%0.000%
10/25/2021 Atlas Private Wealth Management32,226$1.20M0.7%+4.4%0.000%
10/20/2021 Patriot Investment Management Inc.14,372$532K0.0%+7.0%0.000%
10/12/2021Crescent Capital Consulting LLC13,860$514K0.1%N/A0.000%
10/6/2021IFP Advisors Inc4,759$183K0.0%-48.1%0.000%
8/31/2021Leelyn Smith LLC400,507$15.24M4.5%-1.3%0.000%
8/24/2021Flow Traders U.S. LLC73,387$2.79M0.1%+69.5%0.000%
8/16/2021Certified Advisory Corp7,224$275K0.1%-5.6%0.000%
8/13/2021Steward Partners Investment Advisory LLC100,507$3.82M0.1%-9.8%0.000%
8/13/2021 Sigma Planning Corp64,599$2.46M0.1%-5.6%0.000%
8/12/2021 Patriot Investment Management Inc.13,431$510K0.0%+10.2%0.000%
8/5/2021 Atlas Private Wealth Management30,856$1.17M0.7%+20.7%0.000%
8/4/2021 Princeton Global Asset Management LLC8,508$324K0.1%-3.0%0.000%
8/1/2021 Huntington National Bank7,828$298K0.0%N/A0.000%
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7/31/2021Mosaic Family Wealth LLC17,814$678K0.2%+5.7%0.000%
7/31/2021IFP Advisors Inc9,169$352K0.0%-7.8%0.000%
7/19/2021 Fifth Third Securities Inc.11,719$446K0.2%+26.1%0.000%
5/18/2021Flow Traders U.S. LLC43,287$1.60M0.1%-55.5%0.000%
5/17/2021 Tower Wealth Partners Inc.10,868$400K0.5%-95.3%0.000%
5/17/2021 Eudaimonia Partners LLC3,176$117K0.0%+19.3%0.000%
5/17/2021Ameriprise Financial Inc.240,113$8.85M0.0%+49.8%0.000%
5/11/2021 Princeton Global Asset Management LLC8,771$323K0.1%-18.6%0.000%
5/10/2021Certified Advisory Corp7,656$282K0.1%N/A0.000%
5/6/2021 Sigma Planning Corp68,435$2.52M0.1%-7.2%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, 24 institutional investors and hedge funds held shares of iShares MSCI USA Small-Cap Min Vol Factor ETF. The most heavily invested institutionals were Summit Global Investments ($12.40M), Captrust Financial Advisors ($3.56M), Future Financial Wealth Managment LLC ($1.56M), Burns Matteson Capital Management LLC ($1.44M), Integrated Wealth Concepts LLC ($1.25M), Sanford Advisory Services LLC ($1.19M), and Leelyn Smith LLC ($1.18M).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 20 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: Summit Global Investments ($83.48K), Captrust Financial Advisors ($54.30K), Future Financial Wealth Managment LLC ($45.52K), Saxon Interests Inc. ($30.27K), DB Wealth Management Group LLC ($25.12K), Prime Capital Investment Advisors LLC ($15.48K), and Sanford Advisory Services LLC ($10.39K).

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

Institutional investors have bought a total of 296,353 shares in the last 24 months. This purchase volume represents approximately $10.05M in transactions.

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

Of the 14 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: Summit Global Investments ($75.24K), DB Wealth Management Group LLC ($21.34K), Leelyn Smith LLC ($15.77K), Empirical Asset Management LLC ($10.93K), USAdvisors Wealth Management LLC ($7.14K), Integrated Wealth Concepts LLC ($2.82K), and Princeton Global Asset Management LLC ($2.00K).

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

Institutional investors have sold a total of 143,026 shares in the last 24 months. This volume of shares sold represents approximately $4.85M in transactions.


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This page (BATS:SMMV) was last updated on 5/8/2024 by MarketBeat.com Staff

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