iShares MSCI USA Small-Cap Min Vol Factor
SMMV • BATS
iShares MSCI USA Small-Cap Min Vol Factor is an exchange-traded fund on BATS. As of Q3 2025, 122 institutional investors hold shares in this ETF, with total holdings valued at $205.8M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $54.1M.
Overview
Overview of institutional ownership in SMMV as of Q3 2025
All Institutions
- Institutions
- 122
- Value Held
- $205.8M
- Shares Held
- 4.8M
- Avg Position
- $1.7M
- Median Position
- $304.5K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $459.9K
- Shares Held
- 10.7K
- Avg Position
- $230.0K
- Median Position
- $230.0K
Biggest Investors
Institutions with the largest positions in SMMV as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $54.1M 0.00% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $19.5M 0.03% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $17.4M 0.00% of portfolio |
 WEALTH MANAGEMENT RESOURCES, INC. RIA/Wealth | $12.6M 4.07% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $11.4M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $7.6M 0.01% of portfolio |
L LPL Financial LLC Institution | $6.8M 0.00% of portfolio |
 Brickley Wealth Management RIA/Wealth | $5.5M 0.95% of portfolio |
R ROYAL BANK OF CANADA Institution | $4.0M 0.00% of portfolio |
 Creative Planning RIA/Wealth | $3.8M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SMMV in Q3 2025
- Traded
- −$22.4M
- Buyers
- 52
- Sellers
- 51
- Total Bought
- +$10.6M
- Total Sold
- −$33.0M
- Avg Position
- $1.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Kestra Advisory Services, LLC RIA/Wealth | +$2.7M +62.4K shares |
R ROYAL BANK OF CANADA Institution | +$2.3M +53.5K shares |
WELLS FARGO & COMPANY/MN Institution | +$1.9M +44.7K shares |
H HRT FINANCIAL LLC Institution | +$526.0K +12.2K shares |
 COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | +$380.8K +8.8K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$307.0K +7.1K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | +$280.2K +-378.1K shares |
T TBH Global Asset Management, LLC RIA/Wealth | +$253.2K +5.9K shares |
 REGATTA CAPITAL GROUP, LLC RIA/Wealth | +$250.2K +5.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$232.3K +5.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$17.8M −412.4K shares |
 AMERIPRISE FINANCIAL INC Institution | −$6.2M −144.3K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$1.9M −43.7K shares |
 GOLDMAN SACHS GROUP INC Institution | −$1.0M −23.9K shares |
M Moloney Securities Asset Management, LLC RIA/Wealth | −$717.2K −16.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$592.9K −13.8K shares |
C CI Private Wealth, LLC RIA/Wealth | −$379.9K −9.0K shares |
 Hibernia Wealth Partners, LLC RIA/Wealth | −$375.4K −8.9K shares |
 Eqis Capital Management, Inc. RIA/Wealth | −$343.0K −8.2K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$302.5K −7.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SMMV in Q3 2025
- New Positions
- 4
- New Value
- $565.2K
- Exited Positions
- 10
- Exited Value
- $2.2M
New Positions
| Institution | Position Value |
|---|---|
H HRT FINANCIAL LLC Institution | $526.0K 12.2K shares |
R Root Financial Partners, LLC RIA/Wealth | $26.6K 617.0 shares |
 Grey Fox Wealth Advisors, LLC RIA/Wealth | $8.7K 203.0 shares |
 Triumph Capital Management RIA/Wealth | $3.9K 90.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
C CI Private Wealth, LLC RIA/Wealth | $379.9K 9.0K shares |
Hibernia Wealth Partners, LLC RIA/Wealth | $375.4K 8.9K shares |
Eqis Capital Management, Inc. RIA/Wealth | $343.0K 8.2K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $302.5K 7.2K shares |
D D. E. Shaw & Co., Inc. Institution | $271.0K 6.5K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | $228.0K 5.4K shares |
J Joel Adams & Associates, Inc. Institution | $225.9K 5.4K shares |
B Beacon Capital Management, LLC RIA/Wealth | $25.4K 605.0 shares |
 CWM, LLC RIA/Wealth | $4.5K 107.0 shares |
S Stephens Consulting, LLC RIA/Wealth | $883.0 21.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SMMV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SMMV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
WEALTH MANAGEMENT RESOURCES, INC. RIA/Wealth | 4.07% $12.6M |
Brickley Wealth Management RIA/Wealth | 0.95% $5.5M |
 Burns Matteson Capital Management, LLC RIA/Wealth | 0.61% $1.5M |
M MFA Wealth Services RIA/Wealth | 0.57% $813.7K |
 Fortune Financial Advisors, LLC RIA/Wealth | 0.34% $456.1K |
A Armbruster Capital Management, Inc. RIA/Wealth | 0.34% $2.0M |
 Opulen Financial Group LLC RIA/Wealth | 0.25% $332.5K |
 Retirement Network RIA/Wealth | 0.19% $1.3M |
 COWA, LLC RIA/Wealth | 0.16% $457.9K |
 Rehmann Capital Advisory Group RIA/Wealth | 0.16% $2.9M |
Hedge Fund Spotlight
Discover hedge funds investing in SMMV
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares MSCI USA Small-Cap Min Vol Factor
- Market Value
- $232.3K
- Shares Held
- 5.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2020-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
