SMMV · iShares MSCI USA Small-Cap Min Vol Factor ETF ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 2 13F filers · Δ vs Sep 30, 2024Quarterly Activity
Top Buyers
vs Sep 30, 2024| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +29,001 | 48,071 | |
| Large Corient Private Wealth LLC | +2,387 | 12,345 |
Top Sellers
vs Sep 30, 2024Top New Positions
vs Sep 30, 2024Top Sold-Out Positions
vs Sep 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 1,032,526 | $42,127,060 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | 759,957 | $31,006,245 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 602,154 | $24,567,883 | |
| Micro WEALTH MANAGEMENT RESOURCES, INC. | 335,456 | $13,686,604 | |
| Mega AMERIPRISE FINANCIAL INC | 183,661 | $7,493,368 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SMMV | $2,213,188 | 79.57% | 48,071 | — |
+29,001
+152.1%
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Shares | 2026-09-02 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Corient Private Wealth LLC SMMV | $568,363 | 20.43% | 12,345 | — |
+2,387
+24.0%
|
Shares | 2026-08-27 | ||||||||||||||||||||||||||
| Mega BANK OF AMERICA CORP /DE/ Bank SMMV | $42,127,060 | 1514.52% | 1,032,526 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large MERCER GLOBAL ADVISORS INC /ADV SMMV | $31,006,245 | 1114.71% | 759,957 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC SMMV | $24,567,883 | 883.24% | 602,154 | — | Sold Out | Shares | 2024-11-07 | ||||||||||||||||||||||||||
| Micro WEALTH MANAGEMENT RESOURCES, INC. SMMV | $13,686,604 | 492.05% | 335,456 | — | Sold Out | Shares | 2024-10-31 | ||||||||||||||||||||||||||
| Mega AMERIPRISE FINANCIAL INC SMMV | $7,493,368 | 269.40% | 183,661 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega GOLDMAN SACHS GROUP INC SMMV | $6,620,452 | 238.01% | 162,266 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega TWO SIGMA INVESTMENTS, LP SMMV | $6,222,000 | 223.69% | 152,500 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Mega LPL Financial LLC SMMV | $6,167,491 | 221.73% | 151,164 | — | Sold Out | Shares | 2024-11-08 | ||||||||||||||||||||||||||
| Small Executive Wealth Management, LLC SMMV | $5,550,146 | 199.53% | 136,033 | — | Sold Out | Shares | 2024-11-15 | ||||||||||||||||||||||||||
| Small Brickley Wealth Management SMMV | $5,220,727 | 187.69% | 127,959 | — | Sold Out | Shares | 2024-11-04 | ||||||||||||||||||||||||||
| Small Summit Global Investments SMMV | $4,991,308 | 179.44% | 122,336 | — | Sold Out | Shares | 2024-10-31 | ||||||||||||||||||||||||||
| Large Cambridge Investment Research Advisors, Inc. SMMV | $4,911,830 | 176.59% | 120,388 | — | Sold Out | Shares | 2024-10-28 | ||||||||||||||||||||||||||
| Mid Beacon Pointe Advisors, LLC SMMV | $3,148,168 | 113.18% | 77,161 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Mega UBS Group AG SMMV | $3,048,739 | 109.61% | 74,724 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Wade Financial Advisory, Inc SMMV | $2,940,048 | 105.70% | 72,060 | — | Sold Out | Shares | 2024-10-28 | ||||||||||||||||||||||||||
| Small Rehmann Capital Advisory Group SMMV | $2,820,177 | 101.39% | 69,122 | — | Sold Out | Shares | 2024-11-18 | ||||||||||||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank SMMV | $2,202,669 | 79.19% | 53,987 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Armbruster Capital Management, Inc. SMMV | $1,622,820 | 58.34% | 39,775 | — | Sold Out | Shares | 2024-11-04 | ||||||||||||||||||||||||||
| Large NewEdge Advisors, LLC SMMV | $1,507,560 | 54.20% | 36,950 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Mid Integrated Wealth Concepts LLC SMMV | $1,377,000 | 49.50% | 33,750 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Small Sage Mountain Advisors LLC SMMV | $1,349,664 | 48.52% | 33,080 | — | Sold Out | Shares | 2024-10-29 | ||||||||||||||||||||||||||
| Large Kestra Advisory Services, LLC SMMV | $1,224,489 | 44.02% | 30,012 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Small Leelyn Smith, LLC SMMV | $1,195,848 | 42.99% | 29,310 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Small Moloney Securities Asset Management, LLC Broker-Dealer SMMV | $1,161,127 | 41.74% | 28,459 | — | Sold Out | Shares | 2024-10-30 | ||||||||||||||||||||||||||
| Large Steward Partners Investment Advisory, LLC SMMV | $1,118,532 | 40.21% | 27,415 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Mid Apollon Wealth Management, LLC SMMV | $1,072,836 | 38.57% | 26,295 | — | Sold Out | Shares | 2024-11-05 | ||||||||||||||||||||||||||
| Mid Prime Capital Investment Advisors, LLC SMMV | $1,022,529 | 36.76% | 25,062 | — | Sold Out | Shares | 2024-11-05 | ||||||||||||||||||||||||||
| Mid AXXCESS WEALTH MANAGEMENT, LLC SMMV | $924,242 | 33.23% | 22,653 | — | Sold Out | Shares | 2024-11-04 | ||||||||||||||||||||||||||
| Mid Private Advisor Group, LLC SMMV | $919,999 | 33.08% | 22,549 | — | Sold Out | Shares | 2024-10-22 | ||||||||||||||||||||||||||
| Mega D. E. Shaw & Co., Inc. SMMV | $660,184 | 23.73% | 16,181 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega WELLS FARGO & COMPANY/MN SMMV | $658,960 | 23.69% | 16,151 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega JPMORGAN CHASE & CO SMMV | $566,670 | 20.37% | 13,889 | — | Sold Out | Shares | 2024-11-08 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Fortune Financial Advisors, LLC SMMV | $543,415 | 19.54% | 13,319 | — | Sold Out | Shares | 2024-10-24 | ||||||||||||||||||||||||||
| Small MOSAIC FAMILY WEALTH PARTNERS, LLC SMMV | $533,296 | 19.17% | 13,071 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Mega JANE STREET GROUP, LLC SMMV | $522,525 | 18.79% | 12,807 | — | Sold Out | Shares | 2024-11-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large MML INVESTORS SERVICES, LLC SMMV | $511,876 | 18.40% | 12,546 | — | Sold Out | Shares | 2024-11-15 | ||||||||||||||||||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP SMMV | $495,516 | 17.81% | 12,145 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Thrivent Financial for Lutherans SMMV | $491,150 | 17.66% | 12,038 | — | Sold Out | Shares | 2024-11-07 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid HBK Sorce Advisory LLC SMMV | $432,928 | 15.56% | 10,611 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Mid IHT Wealth Management, LLC SMMV | $428,155 | 15.39% | 10,494 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Large OSAIC HOLDINGS, INC. SMMV | $428,032 | 15.39% | 10,491 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large CAPTRUST FINANCIAL ADVISORS SMMV | $427,747 | 15.38% | 10,484 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Mega MORGAN STANLEY SMMV | $423,787 | 15.24% | 10,387 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid CHOREO, LLC SMMV | $404,491 | 14.54% | 9,914 | — | Sold Out | Shares | 2024-11-07 | ||||||||||||||||||||||||||
| Micro Hibernia Wealth Partners, LLC SMMV | $403,185 | 14.49% | 9,882 | — | Sold Out | Shares | 2024-10-24 | ||||||||||||||||||||||||||
| Mid RAYMOND JAMES TRUST N.A. SMMV | $402,288 | 14.46% | 9,860 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Micro Freedom Investment Management, Inc. SMMV | $378,297 | 13.60% | 9,272 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Mid Tower Research Capital LLC (TRC) SMMV | $366,832 | 13.19% | 8,991 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Cubist Systematic Strategies, LLC SMMV | $343,903 | 12.36% | 8,429 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Waverly Advisors, LLC SMMV | $343,087 | 12.33% | 8,409 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Small FLOW TRADERS U.S. LLC SMMV | $334,968 | 12.04% | 8,210 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Mid THOROUGHBRED FINANCIAL SERVICES, LLC SMMV | $333,213 | 11.98% | 8,167 | — | Sold Out | Shares | 2024-11-08 | ||||||||||||||||||||||||||
| Mid Focus Partners Advisor Solutions, LLC SMMV | $300,206 | 10.79% | 7,358 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Mid GREAT VALLEY ADVISOR GROUP, INC. SMMV | $299,839 | 10.78% | 7,349 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Mid Concurrent Investment Advisors, LLC SMMV | $299,676 | 10.77% | 7,345 | — | Sold Out | Shares | 2024-10-30 | ||||||||||||||||||||||||||
| Mid Ameritas Advisory Services, LLC SMMV | $264,098 | 9.49% | 6,473 | — | Sold Out | Shares | 2024-10-30 | ||||||||||||||||||||||||||
| Small Cable Hill Partners, LLC SMMV | $259,814 | 9.34% | 6,368 | — | Sold Out | Shares | 2024-11-06 | ||||||||||||||||||||||||||
| Small First Bank & Trust Bank SMMV | $243,290 | 8.75% | 5,963 | — | Sold Out | Shares | 2024-10-24 | ||||||||||||||||||||||||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO SMMV | $233,131 | 8.38% | 5,714 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Mid OneDigital Investment Advisors LLC SMMV | $220,850 | 7.94% | 5,413 | — | Sold Out | Shares | 2024-11-06 | ||||||||||||||||||||||||||
| Mid AVANTAX ADVISORY SERVICES, INC. SMMV | $217,953 | 7.84% | 5,342 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Mid HARBOUR INVESTMENTS, INC. SMMV | $203,510 | 7.32% | 4,988 | — | Sold Out | Shares | 2024-11-04 | ||||||||||||||||||||||||||
| Large Cetera Investment Advisers SMMV | $202,490 | 7.28% | 4,963 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Small S.A. Mason LLC SMMV | $190,250 | 6.84% | 4,663 | — | Sold Out | Shares | 2024-10-25 | ||||||||||||||||||||||||||
| Mid Ameritas Investment Partners, Inc. SMMV | $109,017 | 3.92% | 2,672 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Mega FMR LLC SMMV | $86,700 | 3.12% | 2,125 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large COMERICA BANK Bank SMMV | $77,315 | 2.78% | 1,895 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Mega BANK OF MONTREAL /CAN/ Bank SMMV | $71,644 | 2.58% | 1,756 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega CITIGROUP INC SMMV | $59,527 | 2.14% | 1,459 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega PNC FINANCIAL SERVICES GROUP, INC. SMMV | $56,100 | 2.02% | 1,375 | — | Sold Out | Shares | 2024-11-08 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid EverSource Wealth Advisors, LLC SMMV | $54,875 | 1.97% | 1,345 | — | Sold Out | Shares | 2024-11-08 | ||||||||||||||||||||||||||
| Small Jaffetilchin Investment Partners, LLC SMMV | $51,122 | 1.84% | 1,253 | — | Sold Out | Shares | 2024-11-04 | ||||||||||||||||||||||||||
| Mid Colonial Trust Advisors SMMV | $45,900 | 1.65% | 1,125 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer SMMV | $44,635 | 1.60% | 1,094 | — | Sold Out | Shares | 2024-11-04 | ||||||||||||||||||||||||||
| Small Front Row Advisors LLC SMMV | $42,840 | 1.54% | 1,050 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Small Pacific Center for Financial Services SMMV | $30,763 | 1.11% | 754 | — | Sold Out | Shares | 2024-11-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Beacon Capital Management, LLC SMMV | $24,316 | 0.87% | 596 | — | Sold Out | Shares | 2024-11-07 | ||||||||||||||||||||||||||
| Small Founders Financial Alliance, LLC SMMV | $19,747 | 0.71% | 484 | — | Sold Out | Shares | 2024-11-01 | ||||||||||||||||||||||||||
| Micro Fairscale Capital, LLC SMMV | $16,075 | 0.58% | 394 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Large BLAIR WILLIAM & CO/IL SMMV | $12,933 | 0.46% | 317 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Small Avior Wealth Management, LLC SMMV | $10,159 | 0.37% | 249 | — | Sold Out | Shares | 2024-11-08 | ||||||||||||||||||||||||||
| Mid Clearstead Advisors, LLC SMMV | $9,873 | 0.35% | 242 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Micro Transcendent Capital Group LLC SMMV | $7,915 | 0.28% | 194 | — | Sold Out | Shares | 2024-11-01 | ||||||||||||||||||||||||||
| Mid CoreCap Advisors, LLC SMMV | $5,997 | 0.22% | 147 | — | Sold Out | Shares | 2024-11-08 | ||||||||||||||||||||||||||
| Mid Geneos Wealth Management Inc. SMMV | $4,814 | 0.17% | 118 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Micro Peterson Financial Group, Inc. SMMV | $3,264 | 0.12% | 80 | — | Sold Out | Shares | 2024-11-06 | ||||||||||||||||||||||||||
| Micro PFG Private Wealth Management, LLC SMMV | $3,019 | 0.11% | 74 | — | Sold Out | Shares | 2024-11-05 | ||||||||||||||||||||||||||
| Small Coppell Advisory Solutions LLC SMMV | $2,774 | 0.10% | 68 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Small Archer Investment Corp SMMV | $2,733 | 0.10% | 67 | — | Sold Out | Shares | 2024-11-06 | ||||||||||||||||||||||||||
| Small Capital Investment Advisory Services, LLC SMMV | $2,488 | 0.09% | 61 | — | Sold Out | Shares | 2024-10-30 | ||||||||||||||||||||||||||
| Small Sachetta, LLC SMMV | $2,325 | 0.08% | 57 | — | Sold Out | Shares | 2024-11-08 | ||||||||||||||||||||||||||
| Micro Ascentis Independent Advisors SMMV | $1,468 | 0.05% | 36 | — | Sold Out | Shares | 2024-10-29 | ||||||||||||||||||||||||||
| Micro American Capital Advisory, LLC SMMV | $652 | 0.02% | 16 | — | Sold Out | Shares | 2024-10-30 | ||||||||||||||||||||||||||
| Large HUNTINGTON NATIONAL BANK Bank SMMV | $40 | 0.00% | 1 | — | Sold Out | Principal | 2024-11-06 | ||||||||||||||||||||||||||
| Small HAZLETT, BURT & WATSON, INC. SMMV | $2 | 0.00% | 56 | — | Sold Out | Shares | 2024-10-30 | ||||||||||||||||||||||||||
| Small Transamerica Financial Advisors, LLC SMMV | $2 | 0.00% | 38 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| No holders match your search. | |||||||||||||||||||||||||||||||||