iShares Russell 2500 ETFSMMDETF
13F holders, Q2 2026 (June 30)260holders +27
37new positions
10sold out
3famous investors
$91.45avg. 13F price*
At the end of Q2 2026, 260 institutions reported holding iShares Russell 2500 ETF (SMMD) in their 13F filings, up 27 from Q1 2026. 37 opened new positions and 10 sold out. The largest holders were Glenmede Trust Co. NA ($439.0M), Fifth Third Bancorp ($318.9M) and Bank of Montreal ($212.9M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 2500 ETF
- CUSIP
- 46435G268
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $203.2M |
| Exits | 10 | $8.9M |
All 13F filers, Q1 2026 → Q2 2026: 6,158,369 shares bought and 1,176,460 shares sold, net +4,981,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Glenmede Trust Co. NA | 1.94% | Add +8.6% | 4,790,919 | $439.0M |
| Fifth Third Bancorp | 0.52% | Add +13.8% | 3,480,115 | $318.9M |
| Bank of Montreal | 0.08% | Add +34.3% | 2,323,554 | $212.9M |
| Bank of America Corp. | 0.01% | Reduce -16.8% | 1,760,471 | $161.3M |
| Fort Washington Investment Advisors Inc. | 0.69% | No change | 1,504,650 | $137.9M |
| Wellington Management Group LLP | 0.02% | New | 1,085,260 | $99.4M |
| FMR LLC | 0.00% | Add +15.1% | 1,082,560 | $99.2M |
| CENTRAL TRUST Co | 1.73% | Add +10.2% | 1,046,455 | $95.9M |
| Focus Partners Wealth | 0.07% | Add +1.6% | 776,244 | $71.1M |
| UBS Group AG | 0.01% | Add +32.7% | 774,676 | $71.0M |
| Coldstream Capital Management Inc. | 0.80% | Reduce -10.9% | 690,732 | $63.3M |
| Cresset Asset Management, LLC | 0.22% | Reduce -1.4% | 650,970 | $59.6M |
| Wealthspire Advisors, LLC | 0.28% | Add +4.1% | 562,618 | $51.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.27% | Add +3.4% | 519,296 | $47.6M |
| Raymond James Financial Inc. | 0.01% | Add +11.6% | 496,885 | $45.5M |
| IMA Advisory Services, Inc. | 2.82% | New | 491,513 | $45.0M |
| Blair William & Co. | 0.11% | Add +15.9% | 480,198 | $44.0M |
| US Bancorp \de | 0.04% | Add +0.7% | 382,478 | $35.0M |
| JPMorgan Chase & Co. | 0.00% | Add +9.7% | 377,548 | $34.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +375.6% | 367,953 | $33.7M |
| Truist Financial Corp. | 0.04% | Add +16.9% | 353,440 | $32.4M |
| Diesslin Group, Inc. | 12.41% | Add +20.5% | 351,000 | $32.2M |
| LPL Financial LLC | 0.01% | Add +30.9% | 281,070 | $25.8M |
| Badgley Phelps Wealth Managers, LLC | 0.45% | New | 279,503 | $25.6M |
| Westwood Holdings Group Inc. | 0.19% | Add +5.3% | 274,856 | $25.2M |
| Osaic Holdings, Inc. | 0.03% | Add +284.8% | 273,676 | $25.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.2% | 264,669 | $24.3M |
| Wealthcare Advisory Partners LLC | 0.45% | Reduce -5.3% | 257,371 | $23.6M |
| CWA Asset Management Group, LLC | 0.58% | Add +9.6% | 205,082 | $18.8M |
| Curi Capital, LLC | 0.29% | Add +30.7% | 203,409 | $18.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +43.2% | 189,531 | $17.4M |
| Brio Consultants, LLC | 1.89% | Add +2.0% | 176,437 | $16.2M |
| SigFig Wealth Management, LLC | 0.43% | Add +12.5% | 176,920 | $16.1M |
| Catalyst Financial Partners LLC | 1.57% | Add +5.2% | 172,778 | $15.8M |
| Sfam, LLC | 12.66% | Reduce -3.6% | 169,317 | $15.5M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Reduce -1.7% | 160,337 | $14.7M |
| Harbor Capital Advisors, Inc. | 0.94% | Add +4014.2% | 150,910 | $13.8M |
| Ameriprise Financial Inc. | 0.00% | Add +201.9% | 150,641 | $13.8M |
| Berger Financial Group, Inc | 0.67% | Reduce -0.8% | 142,271 | $13.0M |
| Dimension Capital Management LLC | 1.51% | Add +3731.9% | 140,441 | $12.9M |
| Rossby Financial, LCC | 2.29% | Add +8.1% | 136,447 | $12.5M |
| World Investment Advisors | 0.21% | Reduce -0.2% | 162,754 | $12.4M |
| Congress Asset Management Co. | 0.08% | Reduce -44.1% | 133,716 | $12.3M |
| HighTower Advisors, LLC | 0.01% | Add +33.0% | 128,158 | $11.7M |
| CMH Wealth Management LLC | 1.78% | Add +1.7% | 127,138 | $11.6M |
| Cibc World Market Inc. | 0.02% | Reduce -0.1% | 122,982 | $11.3M |
| Cerity Partners LLC | 0.01% | Add +284.8% | 122,893 | $11.3M |
| Rogco, LP | 3.15% | Add +0.9% | 112,165 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +214.9% | 111,704 | $10.2M |
| Johnson Investment Counsel Inc. | 0.07% | Add +539.6% | 110,932 | $10.2M |
| Mariner, LLC | 0.01% | Add +18.6% | 107,740 | $9.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +20.3% | 107,574 | $9.9M |
| Benchmark Financial Wealth Advisors, LLC | 2.09% | Add +4.8% | 92,212 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 91,159 | $8.4M |
| Heritage Family Offices, LLP | 3.18% | Reduce -41.0% | 89,987 | $8.2M |
| Pacific Excel Wealth Advisors, Inc. | 3.19% | New | 89,987 | $8.2M |
| Pure Financial Advisors, LLC | 0.10% | Add +37.6% | 88,733 | $8.1M |
| Morgan Stanley | 0.00% | Reduce -15.9% | 88,288 | $8.1M |
| Concurrent Investment Advisors, LLC | 0.07% | New | 87,039 | $8.0M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -14.7% | 86,866 | $8.0M |
| CIBC Bancorp USA Inc. | 0.01% | Add +292.5% | 83,006 | $7.6M |
| MML Investors Services, LLC | 0.01% | Add +39.3% | 75,922 | $7.0M |
| Kendall Capital Management | 1.12% | Reduce -79.3% | 73,607 | $6.7M |
| James J. Burns & Company, LLC | 0.73% | Reduce -0.8% | 73,212 | $6.7M |
| CX Institutional | 0.18% | Reduce -0.8% | 69,157 | $6.3M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -7.3% | 66,570 | $6.1M |
| Trek Financial, LLC | 0.29% | Add +16.9% | 63,419 | $5.8M |
| MAI Capital Management | 0.02% | Add +0.2% | 60,238 | $5.5M |
| WorthPointe, LLC | 1.26% | Add +5.4% | 54,641 | $5.0M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -27.0% | 54,356 | $5.0M |
| City National Bank of Florida | 2.08% | Reduce -1.2% | 54,265 | $5.0M |
| AlTi Global, Inc. | 0.10% | Reduce -1.7% | 50,548 | $4.6M |
| Retirement Planning Group, LLC | 0.11% | Reduce -0.6% | 45,393 | $4.2M |
| Guidance Capital, Inc. | 0.88% | Add +7.6% | 45,832 | $4.1M |
| Wells Fargo & Company | 0.00% | Add +41.0% | 43,095 | $3.9M |
| Whittier Trust Co. | 0.04% | Add +3.0% | 40,115 | $3.6M |
| Stephens Inc. | 0.04% | Add +696.9% | 36,633 | $3.4M |
| Voya Investment Management LLC | 0.00% | Add +88.6% | 35,200 | $3.2M |
| Fifth Third Wealth Advisors LLC | 0.09% | Add +143.3% | 34,659 | $3.2M |
| QP Wealth Management, LLC | 4.45% | Reduce -0.8% | 34,051 | $3.1M |
| Smartleaf Asset Management LLC | 0.10% | No change | 34,205 | $3.1M |
| Evernest Financial Advisors, LLC | 0.62% | No change | 32,492 | $3.0M |
| Raffa Wealth Management, LLC | 0.36% | Reduce -4.2% | 30,938 | $2.8M |
| Centerpoint Advisors, LLC | 0.78% | Reduce -2.0% | 30,015 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +40.7% | 29,891 | $2.7M |
| Mechanics Financial Corp | 0.93% | Add +150.2% | 28,512 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.7% | 28,430 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -10.6% | 27,780 | $2.5M |
| Quantinno Capital Management LP | 0.00% | Add +14.6% | 27,678 | $2.5M |
| Northern Trust Corp. | 0.00% | No change | 26,142 | $2.4M |
| Captrust Financial Advisors | 0.00% | Reduce -2.1% | 25,380 | $2.3M |
| Advisory Solutions Group, LLC | 0.78% | — | 24,900 | $2.3M |
| Tounjian Advisory Partners, LLC | 0.96% | New | 24,573 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +54.6% | 24,530 | $2.2M |
| Spartan Wealth Advisory Services LLC | 0.18% | Add +3.1% | 24,456 | $2.2M |
| Talisman Wealth Advisors LLC | 1.66% | New | 10,168 | $2.2M |
| Klingenstein Fields & Co. LP | 0.07% | No change | 22,700 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 22,390 | $2.1M |
| MainStreet Investment Advisors LLC | 0.27% | Add +480.8% | 21,978 | $2.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | No change | 20,988 | $1.9M |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.