Who owns SMMV?
iShares MSCI USA Small-Cap Min Vol Factor ETF · iShares
122 institutions reported holding SMMV, worth $202.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SMMV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $56.9M | 1,235,710 | −23,131 shares |
| Mercer Global Advisors Inc. | Denver, CO | $15.5M | 336,652 | −18,891 shares |
| Wealth Management Resources, Inc. | Smithfield, RI | $13.1M | 284,437 | +4,664 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $11.5M | 250,164 | +524 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $7.7M | 166,293 | −2,833 shares |
| LPL Financial LLC | Fort Mill, SC | $7.1M | 153,476 | +18,934 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $5.9M | 128,825 | +49,242 shares |
| Brickley Wealth Management | San Mateo, CA | $5.6M | 121,953 | −5,234 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.4M | 96,564 | +46,033 shares |
| Creative Planning | Overland Park, KS | $3.6M | 77,714 | −3,438 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SMMV?
122 institutional managers reported holding SMMV in Form 13F filings for June 30, 2026, worth $202.9M in total. The largest reported position was held by Bank of America Corp., at $56.9M.
Did institutions buy or sell SMMV last quarter?
Reported 13F value rose 5.5% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SMMV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.