Who Owns iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV)?Hedge Fund & Institutional Holders

$44.39+0.02 (+0.05%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.600024000180001e+179T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$37.87$39.97$42.07$44.17$46.27Sep 24Jun 25Mar 26

SMMV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WEALTH MANAGEMENT RESOURCES, INC.New Position+281K+$12.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+172K+$7.0M
Brickley Wealth ManagementNew Position+127K+$5.5M
SAGESPRING WEALTH PARTNERS, LLCNew Position+71K+$3.1M
Armbruster Capital Management, Inc.New Position+46K+$2.0M
Burns Matteson Capital Management, LLCNew Position+34K+$1.5M
Sage Mountain Advisors LLCNew Position+33K+$1.4M
TWO SIGMA INVESTMENTS, LPNew Position+35K+$1.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+45K+$1.0M
Apollon Wealth Management, LLCNew Position+23K+$990K
REGATTA CAPITAL GROUP, LLCNew Position+22K+$951K
Prime Capital Investment Advisors, LLCNew Position+21K+$896K
XY Planning Network, Inc.New Position+19K+$841K
Leelyn Smith, LLCNew Position+17K+$717K
Concurrent Investment Advisors, LLCNew Position+10K+$449K

SMMV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MERCER GLOBAL ADVISORS INC /ADVDecreased-17K-$19.5B
WELLS FARGO & COMPANY/MNDecreased-489-$17.3B
RAYMOND JAMES FINANCIAL INCDecreased-5K-$11.4B
ROYAL BANK OF CANADADecreased-28K-$4.0B
Creative PlanningDecreased-8K-$3.8B
Kestra Advisory Services, LLCDecreased-4K-$3.3B
UBS Group AGDecreased-4K-$3.1B
JPMORGAN CHASE & CODecreased-2K-$3.0B
Rehmann Capital Advisory GroupDecreased-1K-$2.9B
Beacon Pointe Advisors, LLCDecreased-586-$2.9B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-14K-$1.6B
MOSAIC FAMILY WEALTH PARTNERS, LLCDecreased-289-$569.4M
OSAIC HOLDINGS, INC.Decreased-170-$535.1M
NewEdge Advisors, LLCDecreased-1K-$501.1M
Tower Research Capital LLC (TRC)Decreased-10K-$442.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/613,774$26.0M0.00%Share
2BANK OF AMERICA CORP /DE/576,142$24.0M0.00%Share
3MERCER GLOBAL ADVISORS INC /ADV437,130$18.0M0.03%Share
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO185,994$15.8M0.01%Share
5WELLS FARGO & COMPANY/MN323,171$14.0M0.00%Share
6WEALTH MANAGEMENT RESOURCES, INC.280,799$12.2M4.28%Share
7COMMONWEALTH EQUITY SERVICES, LLC171,766$7.0M0.01%Share
8LPL Financial LLC164,994$7.0M0.00%Share
9RAYMOND JAMES FINANCIAL INC138,631$6.0M0.00%Share
10Brickley Wealth Management127,102$5.5M0.93%Share
11RAYMOND JAMES FINANCIAL INC112,273$4.0M0.00%Share
12SAGESPRING WEALTH PARTNERS, LLC71,228$3.1M0.06%Share
13Creative Planning79,967$3.0M0.00%Share
14Kestra Advisory Services, LLC73,549$3.0M0.01%Share
15Modern Wealth Management, LLC68,629$3.0M0.05%Share
16UBS Group AG68,381$3.0M0.00%Share
17Rehmann Capital Advisory Group66,879$2.9M0.15%Share
18ROYAL BANK OF CANADA59,959$2.0M0.00%Share
19BANK OF AMERICA CORP /DE/66,229$2.0M0.00%Share
20AMERIPRISE FINANCIAL INC63,207$2.0M0.00%Share
21Cambridge Investment Research Advisors, Inc.52,788$2.0M0.01%Share
22WELLS FARGO & COMPANY/MN48,028$2.0M0.00%Share
23JPMORGAN CHASE & CO60,371$2.0M0.00%Share
24Beacon Pointe Advisors, LLC67,287$2.0M0.01%Share
25Armbruster Capital Management, Inc.45,890$2.0M0.33%Share
26Burns Matteson Capital Management, LLC33,856$1.5M0.51%Share
27Sage Mountain Advisors LLC33,080$1.4M0.08%Share
28Advisory Services Network, LLC35,641$1.0M0.01%Share
29Integrated Wealth Concepts LLC31,387$1.0M0.01%Share
30Steward Partners Investment Advisory, LLC29,912$1.0M0.01%Share
31TWO SIGMA INVESTMENTS, LP34,900$1.0M0.00%Share
32WELLS FARGO & COMPANY/MN30,285$1.0M0.00%Share
33ENVESTNET ASSET MANAGEMENT INC45,343$1.0M0.00%Share
34Apollon Wealth Management, LLC22,850$990K0.02%Share
35PATRIOT INVESTMENT MANAGEMENT GROUP, INC.22,399$970K0.06%Share
36REGATTA CAPITAL GROUP, LLC21,966$951K0.14%Share
37Prime Capital Investment Advisors, LLC20,688$896K0.01%Share
38XY Planning Network, Inc.19,426$841K0.15%Share
39MFA Wealth Services19,081$826K0.56%Share
40Leelyn Smith, LLC16,569$717K0.10%Share
41COWA, LLC14,251$617K0.19%Share
42MOSAIC FAMILY WEALTH PARTNERS, LLC13,025$564K0.06%Share
43Fortune Financial Advisors, LLC9,998$433K0.29%Share
44Concurrent Investment Advisors, LLC9,923$429K0.00%Share
45ADAMSBROWN WEALTH CONSULTANTS LLC9,882$428K0.12%Share
46Corient Private Wealth LLC9,043$391K0.00%Share
47High Net Worth Advisory Group LLC8,947$387K0.09%Share
48Opulen Financial Group LLC7,748$335K0.24%Share
49D.A. DAVIDSON & CO.7,491$324K0.00%Share
50Professional Financial Advisors, LLC7,278$315K0.06%Share

SMMV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025122$195.1M+46
Q3 202576$156.9B-37
Q2 2025113$199.2B-6
Q1 2025119$198.3B+13
Q4 2024106$3.8T+21
Q3 202485$106.7T-5
Q2 202490$99.1T+9
Q1 202481$112.1T—

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As of Q4 2025, 50 institutional investors hold SMMV (iShares MSCI USA Small-Cap Min Vol Factor ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $26.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SMMV?

As of Q4 2025, 50 institutional investors report holding SMMV (iShares MSCI USA Small-Cap Min Vol Factor ETF) in their 13F filings.

Who is the largest institutional holder of SMMV?

The largest institutional holder of SMMV is BANK OF AMERICA CORP /DE/ with $26.0M in shares.

Is institutional ownership of SMMV increasing or decreasing?

This quarter, 15 institutions opened new positions in SMMV and 0 closed their positions.