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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
$42.74 +0.18 (+0.42%)
(As of 11/19/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$2.74M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$819.47K
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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
11/15/2024 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%
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%
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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%
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%
11/16/2021 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%
11/3/2021 Princeton Global Asset Management LLC315$32K0.1%-96.3%0.000%
Trump said you could learn something from this man (Ad)

Early Warning: A Deep Crack Is Forming In The US Economy Stocks are booming thanks to Trump’s landslide victory. Yet one former Trump advisor says the picture is less rosy than it seems. “I’ve found a deep crack forming in the foundations of the US economy,” he says. “And before too long, it could tear our country apart.” It’s critical you learn more today, BEFORE it impacts your money and your retirement.

Here’s everything you need to know.
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%
10/20/2021 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%
8/31/2021 Leelyn Smith LLC400,507$15.24M4.5%-1.3%0.000%
8/24/2021 Flow Traders U.S. LLC73,387$2.79M0.1%+69.5%0.000%
8/16/2021 Certified Advisory Corp7,224$275K0.1%-5.6%0.000%
8/13/2021 Steward Partners Investment Advisory LLC100,507$3.82M0.1%-9.8%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, 25 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), Future Financial Wealth Managment LLC ($11.44K), Sanford Advisory Services LLC ($10.39K), and Flow Traders U.S. LLC ($8.21K).

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

Institutional investors have bought a total of 204,142 shares in the last 24 months. This purchase volume represents approximately $7.23M 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), 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 49,657 shares in the last 24 months. This volume of shares sold represents approximately $1.76M in transactions.


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This page (BATS:SMMV) was last updated on 11/20/2024 by MarketBeat.com Staff
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