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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
$42.62 +1.24 (+2.98%)
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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)
12
Total
Institutional Inflows
(last 12 months)
$3.78M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$568.93K
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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
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%
7/22/2024Summit 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%
1/29/2024 ORG 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%
4/4/2023 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%
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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%
1/24/2023 Saxon 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%
11/3/2022Patriot 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%
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%
8/23/2022Summit 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%
7/26/2022Patriot 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%
5/11/2022Leelyn 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%
5/2/2022Patriot Investment Management Inc.16,372$608K0.1%+9.5%0.000%
4/29/2022CoreCap Advisors LLC8,301$309K0.0%+16.5%0.000%
4/29/2022Summit 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%
2/14/2022Leelyn Smith LLC52,763$2.06M0.6%-2.0%0.000%
2/14/2022IHT Wealth Management LLC33,413$1.31M0.1%-17.4%0.000%
2/14/2022Summit 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%
2/2/2022Princeton Global Asset Management LLC8,159$319K0.1%-3.9%0.000%
2/1/2022Patriot 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%
11/16/2021Captrust Financial Advisors60,013$2.23M0.0%-26.5%0.000%
11/16/2021 Certified Advisory Corp8,487$315K0.1%+17.5%0.000%
11/15/2021Flow Traders U.S. LLC68,534$2.54M0.1%-6.6%0.000%
11/9/2021Private Ocean LLC1,225$45K0.0%N/A0.000%
11/8/2021Summit Global Investments70,152$2.60M0.2%N/A0.000%
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11/4/2021Strategic Asset Management LLC900$34K0.0%N/A0.000%
11/3/2021Princeton 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%
10/20/2021Patriot 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%
(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, 26 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 ($4.72M), Future Financial Wealth Managment LLC ($1.56M), Burns Matteson Capital Management LLC ($1.41M), Integrated Wealth Concepts LLC ($1.38M), Sanford Advisory Services LLC ($1.19M), Moloney Securities Asset Management LLC ($1.16M), 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 19 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), Moloney Securities Asset Management LLC ($22.35K), DB Wealth Management Group LLC ($20.00K), Prime Capital Investment Advisors LLC ($15.48K), Janney Montgomery Scott LLC ($14.69K), Future Financial Wealth Managment LLC ($11.44K), and JPMorgan Chase & Co. ($10.59K).

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

Institutional investors have bought a total of 226,144 shares in the last 24 months. This purchase volume represents approximately $8.16M 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), USAdvisors Wealth Management LLC ($7.14K), Princeton Global Asset Management LLC ($2.00K), Prime Capital Investment Advisors LLC ($1.94K), Saxon Interests Inc. ($1.81K), 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 49,138 shares in the last 24 months. This volume of shares sold represents approximately $1.75M in transactions.


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This page (BATS:SMMV) was last updated on 1/21/2025 by MarketBeat.com Staff
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