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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -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
BANK OF AMERICA CORP /DE/Increased+243+$51.9B
WEALTH MANAGEMENT RESOURCES, INC.New Position+281K+$12.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+172K+$7.0B
SAGESPRING WEALTH PARTNERS, LLCNew Position+71K+$3.1B
Burns Matteson Capital Management, LLCNew Position+34K+$1.5B
Sage Mountain Advisors LLCNew Position+33K+$1.4B
TWO SIGMA INVESTMENTS, LPNew Position+35K+$1.0B
REGATTA CAPITAL GROUP, LLCNew Position+22K+$951.0M
XY Planning Network, Inc.New Position+19K+$841.0M
Fortune Financial Advisors, LLCNew Position+10K+$433.0M
ADAMSBROWN WEALTH CONSULTANTS LLCNew Position+10K+$428.0M
High Net Worth Advisory Group LLCNew Position+9K+$387.0M
D.A. DAVIDSON & CO.New Position+7K+$324.0M
Professional Financial Advisors, LLCNew Position+7K+$315.0M
RIK SAYLOR FINANCIAL, INC.New Position+5K+$207.0M

SMMV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Creative PlanningDecreased-8K-$3.8B
Beacon Pointe Advisors, LLCDecreased-586-$2.9B
ROYAL BANK OF CANADADecreased-28K-$2.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-14K-$1.6B
MERCER GLOBAL ADVISORS INC /ADVDecreased-17K-$1.5B
RAYMOND JAMES FINANCIAL INCDecreased-5K-$1.4B
JPMORGAN CHASE & CODecreased-2K-$1.0B
OSAIC HOLDINGS, INC.Decreased-170-$535.1M
NewEdge Advisors, LLCDecreased-1K-$501.1M
Tower Research Capital LLC (TRC)Decreased-10K-$442.6M
IHT Wealth Management, LLCDecreased-114-$370.4M
WELLS FARGO & COMPANY/MNDecreased-489-$361.5M
GREAT VALLEY ADVISOR GROUP, INC.Decreased-670-$335.3M
StoneX Group Inc.Decreased-632-$307.5M
CHOREO, LLCDecreased-352-$306.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/613,774$26.0B0.00%Share
2BANK OF AMERICA CORP /DE/576,142$24.0B0.00%Share
3MERCER GLOBAL ADVISORS INC /ADV437,130$18.0B0.03%Share
4WELLS FARGO & COMPANY/MN323,171$14.0B0.00%Share
5WEALTH MANAGEMENT RESOURCES, INC.280,799$12.2B4.28%Share
6COMMONWEALTH EQUITY SERVICES, LLC171,766$7.0B0.01%Share
7RAYMOND JAMES FINANCIAL INC138,631$6.0B0.00%Share
8RAYMOND JAMES FINANCIAL INC112,273$4.0B0.00%Share
9SAGESPRING WEALTH PARTNERS, LLC71,228$3.1B0.06%Share
10Modern Wealth Management, LLC68,629$3.0B0.05%Share
11UBS Group AG68,381$3.0B0.00%Share
12Rehmann Capital Advisory Group66,879$2.9B0.15%Share
13BANK OF AMERICA CORP /DE/66,229$2.0B0.00%Share
14ROYAL BANK OF CANADA59,959$2.0B0.00%Share
15JPMORGAN CHASE & CO60,371$2.0B0.00%Share
16WELLS FARGO & COMPANY/MN48,028$2.0B0.00%Share
17AMERIPRISE FINANCIAL INC63,207$2.0B0.00%Share
18Burns Matteson Capital Management, LLC33,856$1.5B0.51%Share
19Sage Mountain Advisors LLC33,080$1.4B0.08%Share
20WELLS FARGO & COMPANY/MN30,285$1.0B0.00%Share
21TWO SIGMA INVESTMENTS, LP34,900$1.0B0.00%Share
22Steward Partners Investment Advisory, LLC29,912$1.0B0.01%Share
23PATRIOT INVESTMENT MANAGEMENT GROUP, INC.22,399$970.0M0.06%Share
24REGATTA CAPITAL GROUP, LLC21,966$951.0M0.14%Share
25XY Planning Network, Inc.19,426$841.0M0.15%Share
26MFA Wealth Services19,081$826.0M0.56%Share
27COWA, LLC14,251$617.0M0.19%Share
28MOSAIC FAMILY WEALTH PARTNERS, LLC13,025$564.0M0.06%Share
29Fortune Financial Advisors, LLC9,998$433.0M0.29%Share
30ADAMSBROWN WEALTH CONSULTANTS LLC9,882$428.0M0.12%Share
31High Net Worth Advisory Group LLC8,947$387.0M0.09%Share
32Opulen Financial Group LLC7,748$335.0M0.24%Share
33D.A. DAVIDSON & CO.7,491$324.0M0.00%Share
34Professional Financial Advisors, LLC7,278$315.0M0.06%Share
35Nova Wealth Management, Inc.5,206$225.0M0.15%Share
36RIK SAYLOR FINANCIAL, INC.4,787$207.0M0.15%Share
37S.A. Mason LLC4,438$192.0M0.08%Share
38Farther Finance Advisors, LLC3,421$148.0M0.00%Share
39Spire Wealth Management2,990$129.0M0.00%Share
40Provident Wealth Management, LLC1,753$75.0M0.02%Share
41FLAGSHIP HARBOR ADVISORS, LLC1,725$74.0M0.00%Share
42Reyes Financial Architecture, Inc.1,332$57.0M0.03%Share
43Front Row Advisors LLC1,050$45.0M0.02%Share
44Harbor Asset Planning, Inc.742$32.0M0.03%Share
45Root Financial Partners, LLC620$26.0M0.00%Share
46INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC569$24.0M0.00%Share
47ORG Wealth Partners, LLC528$22.0M0.01%Share
48Fairscale Capital, LLC394$17.0M0.01%Share
49NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO185,994$15.8M0.01%Share
50Measured Wealth Private Client Group, LLC293$12.0M0.00%Share

SMMV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025122$147.3B+46
Q3 202576$98.4B-37
Q2 2025113$196.2B-6
Q1 2025119$191.8B+13
Q4 2024106$2.3T+21
Q3 202485$35.0T-5
Q2 202490$30.5T+9
Q1 202481$864.9T—

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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 $26.0B in shares. This quarter, 14 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 $26.0B in shares.

Is institutional ownership of SMMV increasing or decreasing?

This quarter, 14 institutions opened new positions in SMMV and 0 closed their positions.