13FBOX
ISHARES MSCI USA SMALL-CAP MIN VOL FACTORETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES MSCI USA SMALL-CAP MIN VOL FACTORETF

SMMV
持有机构数
122
机构合计市值 (Q2 2026)
$2.00亿
机构合计股数 (Q2 2026)
435.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+22.6万股
46 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-33.1万股
50 · 8 清仓 · ≈
⚖️ 净额
-10.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.00亿
持有机构数
122
新买入
10
加仓
36
减仓
42
清仓
8
持股不变
34
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#56$5,689.2万123.6万股$5,490.7万125.9万股-2.3万股-1.84%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.02%0.02%#28$1,545.1万33.6万股$1,550.8万35.6万股-2.0万股-5.61%减仓
WEALTH MANAGEMENT RESOURCES, INC.
4.04%4.25%#1$1,309.6万28.4万股$1,220.3万28.0万股+4,664股+1.67%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#61$1,151.8万25.0万股$1,088.9万25.0万股+524股+0.21%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#36$765.6万16.6万股$737.7万16.9万股-2,833股-1.68%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#70$706.6万15.3万股$586.8万13.5万股+1.9万股+14.07%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#78$593.1万12.9万股$347.1万8.0万股+4.9万股+61.88%加仓
Brickley Wealth Management
0.81%0.95%#2$561.5万12.2万股$554.8万12.7万股-5,234股-4.12%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#64$357.8万7.8万股$354.0万8.1万股-3,438股-4.24%减仓
咨询服务网络Advisory Services Network, LLC
0.04%0.04%#23$311.3万6.8万股$308.2万7.1万股-3,039股-4.30%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#93$309.3万6.7万股$293.9万6.7万股-194股-0.29%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#89$303.3万6.6万股$286.8万6.6万股-233股-0.35%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%0.01%#33$299.3万6.5万股$282.8万6.5万股+161股+0.25%加仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
0.05%0.05%#20$296.4万6.4万股$289.2万6.6万股-1,922股-2.90%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#31$291.4万6.3万股$136.6万3.1万股+3.2万股+102.13%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#98$289.2万6.3万股$241.1万5.5万股+7,544股+13.65%加仓
Rehmann Capital Advisory Group
0.15%0.15%#8$282.1万6.5万股$282.1万6.5万股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#104$278.3万6.0万股$271.6万6.3万股-2,552股-4.05%减仓
现代财富管理Modern Wealth Management, LLC
0.03%0.05%#24$271.7万5.9万股$299.9万6.8万股-9,363股-13.69%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#43$222.3万4.8万股$220.4万5.1万股-2,249股-4.45%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#97$221.3万4.8万股$140.2万3.2万股+1.6万股+49.58%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#95$210.2万4.6万股$217.5万5.0万股-4,227股-8.48%减仓
Armbruster Capital Management, Inc.
0.29%0.33%#5$197.1万4.3万股$203.0万4.7万股-3,740股-8.04%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#91$192.0万4.2万股$195.8万4.5万股-3,179股-7.08%减仓
Geneos财富管理Geneos Wealth Management Inc.
0.04%0.02%#22$176.9万3.8万股$99.1万2.3万股+1.6万股+69.12%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#105$173.6万3.8万股$107.2万2.5万股+1.3万股+53.39%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#76$143.2万3.1万股$159.6万3.7万股-5,500股-15.03%减仓
REGATTA CAPITAL GROUP, LLC
0.19%0.18%#7$141.0万3.1万股$116.4万2.7万股+3,956股+14.83%加仓
Burns Matteson Capital Management, LLC
0.44%2.02%#4$140.7万3.1万股$552.0万8.3万股-5.2万股-63.12%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%0.01%#52$130.5万2.8万股$317.8万7.3万股-4.5万股-61.09%减仓
Sage Mountain Advisors LLC
0.07%0.1%#16$110.3万2.4万股$144.3万3.3万股-9,123股-27.58%减仓
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
0.06%0.06%#19$103.1万2.2万股$97.7万2.2万股00.00%持仓不变
阿波罗财富管理Apollon Wealth Management, LLC
0.01%0.02%#34$100.7万2.2万股$99.5万2.3万股-940股-4.12%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#45$99.3万2.2万股$135.6万3.1万股-9,525股-30.64%减仓
XY Planning Network, Inc.
0.11%0.14%#10$90.6万2.0万股$86.0万2.0万股+79股+0.40%加仓
MFA Wealth Services
0.53%0.55%#3$88.9万1.9万股$83.6万1.9万股+145股+0.76%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.01%0.01%#39$81.1万1.8万股$80.7万1.8万股-881股-4.76%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#55$80.3万1.7万股$78.3万1.8万股-524股-2.92%减仓
简街集团JANE STREET GROUP, LLC
<0.01%#109$70.5万1.5万股$00股+1.5万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#80$68.6万1.5万股$47.5万1.1万股+4,001股+36.72%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#87$68.4万1.5万股$55.2万1.3万股+2,196股+17.36%加仓
Leelyn Smith, LLC
0.08%0.09%#13$68.4万1.5万股$64.8万1.5万股00.00%持仓不变
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#74$67.2万1.5万股$60.0万1.4万股+840股+6.10%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#77$57.3万1.2万股$54.0万1.2万股+50股+0.40%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#92$56.8万1.2万股$53.8万1.2万股+2股+0.02%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%<0.01%#48$56.0万1.2万股$44.7万1.0万股+1,900股+18.52%加仓
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
<0.01%0.01%#51$54.1万1.2万股$88.0万2.0万股-8,425股-41.77%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#82$48.2万1.0万股$45.6万1.0万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#72$47.5万1.0万股$43.2万9,914股+400股+4.03%加仓
ADAMSBROWN WEALTH CONSULTANTS LLC
0.09%0.11%#12$45.8万9,942股$43.2万9,915股+27股+0.27%加仓

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