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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
$40.40 -0.99 (-2.39%)
Closing price 04/17/2025 03:57 PM Eastern
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$40.40 0.00 (-0.01%)
As of 04/17/2025 04:05 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)
6
Total
Institutional Inflows
(last 12 months)
$5.50M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$755.09K
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/12/2025JPMorgan 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%
1/17/2025 Janney 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%
7/22/2024 Summit 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%
1/22/2024 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%
8/1/2023USAdvisors Wealth Management LLC6,277$215K0.1%-12.4%0.027%
5/23/2023Old North State Trust LLC69$65K0.0%-96.3%0.000%
5/4/2023 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%
Will Trump match FDR's unprecedented FOUR terms? (Ad)

Not since Franklin Delano Roosevelt has a U.S. President served more than two terms. The conventional wisdom says it would require a Constitutional amendment for this to happen again. But former Presidential advisor Jim Rickards, who has spent 50 years in Washington advising the CIA, Treasury, and four U.S. Presidents, believes the impossible is becoming probable. "The groundwork is being laid for a THIRD Trump Presidency," says Rickards.

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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%
2/10/2023USAdvisors 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%
1/10/2023S.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%
10/31/2022Moloney Securities Asset Management LLC8,239$263K0.1%-6.1%0.000%
10/20/2022S.A. Mason LLC2,676$85K0.1%-11.6%0.000%
10/19/2022Saxon 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%
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%
4/25/2022Atlas Private Wealth Management34,391$1.28M0.7%+2.0%0.000%
2/15/2022Certified Advisory Corp9,023$353K0.1%+6.3%0.000%
2/14/2022Leelyn 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%
2/10/2022Confluence Wealth Services Inc.2,299$89K0.0%N/A0.000%
2/7/2022Atlas Private Wealth Management33,731$1.32M0.7%+4.7%0.000%
2/7/2022WealthCare 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%
1/28/2022Moloney Securities Asset Management LLC8,907$348K0.1%-8.6%0.000%
1/27/2022Fifth 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%
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%
Will Trump match FDR's unprecedented FOUR terms? (Ad)

Not since Franklin Delano Roosevelt has a U.S. President served more than two terms. The conventional wisdom says it would require a Constitutional amendment for this to happen again. But former Presidential advisor Jim Rickards, who has spent 50 years in Washington advising the CIA, Treasury, and four U.S. Presidents, believes the impossible is becoming probable. "The groundwork is being laid for a THIRD Trump Presidency," says Rickards.

For the incredible back-story, click here.
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%
11/9/2021Private 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%
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%
10/25/2021Atlas Private Wealth Management32,226$1.20M0.7%+4.4%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 Ameriprise Financial Inc. ($7.55M), Summit Global Investments ($4.72M), JPMorgan Chase & Co. ($3.51M), Burns Matteson Capital Management LLC ($1.41M), Integrated Wealth Concepts LLC ($1.38M), Moloney Securities Asset Management LLC ($1.23M), 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 16 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), JPMorgan Chase & Co. ($81.40K), Moloney Securities Asset Management LLC ($23.54K), 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 255,522 shares in the last 24 months. This purchase volume represents approximately $9.66M 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: DB Wealth Management Group LLC ($21.34K), 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), Prime Capital Investment Advisors LLC ($1.94K), and Old North State Trust LLC ($1.81K).

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

Institutional investors have sold a total of 46,207 shares in the last 24 months. This volume of shares sold represents approximately $1.69M in transactions.


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This page (BATS:SMMV) was last updated on 4/20/2025 by MarketBeat.com Staff
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