Who Owns SMMV?
iShares MSCI USA Small-Cap Min Vol Factor ETF — Institutional Ownership & 13F Holdings
$44.99
+0.03 (+0.08%)
Market Cap
$297.5M
Shares Outstanding
6,211,253
Institutional Holders
119
Total Inst. Value
$369.1M
% of Float Held
—
QoQ Holder Change
+40
Institutional data as of Q1 2025
New Positions
29
Closed Positions
16
Increased
21
Decreased
41
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $200.7M | 4,842 |
| 2 | BANK OF AMERICA CORP /DE/ | $52.3M | 1,260,962 |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $22.5M | 543,332 |
| 4 | RAYMOND JAMES FINANCIAL INC | $11.8M | 285,078 |
| 5 | WEALTH MANAGEMENT RESOURCES, INC.New | $11.8M | 284,086 |
| 6 | AMERIPRISE FINANCIAL INC | $7.7M | 185,720 |
| 7 | Brickley Wealth Management | $5.3M | 127,960 |
| 8 | SAGESPRING WEALTH PARTNERS, LLC | $3.8M | 92,791 |
| 9 | JPMORGAN CHASE & CO | $3.4M | 83,092 |
| 10 | UBS Group AG | $2.9M | 70,788 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +72K | $52.3M |
| WEALTH MANAGEMENT RESOURCES, INC.New | +284K | $11.8M |
| AMERIPRISE FINANCIAL INC | +3K | $7.7M |
| Brickley Wealth Management | +1 | $5.3M |
| Rehmann Capital Advisory Group | +26 | $2.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | -150K | $942K |
| ENVESTNET ASSET MANAGEMENT INC | -89K | $20K |
| MERCER GLOBAL ADVISORS INC /ADV | -51K | $22.5M |
| RAYMOND JAMES FINANCIAL INC | -40K | $11.8M |
| Cambridge Investment Research Advisors, Inc. | -39K | $2.3M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold SMMV?
As of Q1 2025, 119 institutional investors report holding SMMV (iShares MSCI USA Small-Cap Min Vol Factor ETF) in their 13F filings.
Which hedge fund owns the most SMMV?
The largest institutional holder of SMMV is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $200.7M in shares.
Are institutions buying or selling SMMV?
This quarter, 29 institutions opened new positions in SMMV and 16 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.