Kalkine: Ameriprise Financial Inc. Reduces Stock Holdings in iShares MSCI USA Small-Cap Min Vol Factor ETF (BATS: SMMV).

May 22, 2025 12:28 AM PDT | By Team Kalkine Media

Kalkine: Ameriprise Financial Inc. Reduces Stock Holdings in iShares MSCI USA Small-Cap Min Vol Factor ETF (BATS: SMMV).

Investment Activity Surrounding iShares MSCI USA Small-Cap Min Vol Factor ETF (BATS:SMMV)

The iShares MSCI USA Small-Cap Min Vol Factor ETF, managed by BlackRock, continues to capture investor interest, as demonstrated by recent investment activity. Ameriprise Financial Inc. recently adjusted its holdings in the ETF, reducing its shares by 0.6% during the fourth quarter. At the close of the quarter, Ameriprise Financial Inc. owned 0.87% or 182,526 shares, valued at $7.55 million.

Highlight

Ameriprise Financial Inc. slightly reduced its investment in iShares MSCI USA Small-Cap Min Vol Factor ETF during Q4.
JPMorgan Chase & Co. significantly increased its holdings, indicating strong interest in small-cap, low-volatility investments.
iShares MSCI USA Small-Cap Min Vol Factor ETF maintains a diverse portfolio of U.S. small-cap stocks with a focus on minimizing volatility.

In contrast, JPMorgan Chase & Co. significantly increased its investment, growing its holdings by 509.8% during the same quarter. JPMorgan Chase & Co. now holds 84,699 shares valued at $3.51 million, after acquiring an additional 70,810 shares. This indicates their substantial interest in the potential of small-cap, low-volatility stocks.

Meanwhile, Janney Montgomery Scott LLC initiated a new position in the ETF with a stake worth approximately $609,000. Moloney Securities Asset Management LLC also demonstrated growing interest, enhancing its position by 4.2% during the fourth quarter, now holding 29,645 shares valued at $1.23 million.

The fund, renowned for its strategy of focusing on low volatility within the small-cap sector, was launched in September 2016. It tracks an index of U.S.-listed small-cap stocks and employs constraints to create a balanced portfolio. With a market capitalization of $307.19 million and a beta of 0.71, it offers a relatively stable option amid market fluctuations, reflected in its 12-month trading range from a low of $36.32 to a high of $44.56.

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