iShares Russell 2500 ETFSMMDETF
13F holders, Q4 2025 (December 31)222holders +29
29new positions
8sold out
3famous investors
$74.60avg. 13F price*
At the end of Q4 2025, 222 institutions reported holding iShares Russell 2500 ETF (SMMD) in their 13F filings, up 29 from Q3 2025. 29 opened new positions and 8 sold out. The largest holders were Glenmede Trust Co. NA ($295.1M), Bank of America Corp. ($242.7M) and Fort Washington Investment Advisors Inc. ($112.8M). 3 famous investors held it, including Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Russell 2500 ETF
- CUSIP
- 46435G268
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $65.8M |
| Exits | 8 | $32.1M |
All 13F filers, Q3 2025 → Q4 2025: 5,299,392 shares bought and 668,642 shares sold, net +4,630,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 222 holders
| Glenmede Trust Co. NA | 1.40% | — | 3,937,624 | $295.1M |
| Bank of America Corp. | 0.02% | Add +253.4% | 3,238,517 | $242.7M |
| Fort Washington Investment Advisors Inc. | 0.60% | No change | 1,504,650 | $112.8M |
| FMR LLC | 0.00% | Add +20.8% | 877,125 | $65.7M |
| Coldstream Capital Management Inc. | 0.83% | Reduce -7.4% | 847,846 | $63.5M |
| Focus Partners Wealth | 0.06% | Add +53.0% | 757,995 | $56.8M |
| CENTRAL TRUST Co | 1.10% | Add +7.8% | 747,385 | $56.0M |
| Cresset Asset Management, LLC | 0.21% | Add +6.8% | 644,989 | $48.3M |
| Fifth Third Bancorp | 0.12% | Add +0.1% | 522,588 | $39.2M |
| Wealthspire Advisors, LLC | 0.30% | Add +1.5% | 507,585 | $38.0M |
| Blair William & Co. | 0.10% | Add +156.7% | 479,957 | $36.0M |
| Gerber Kawasaki Wealth & Investment Management | 1.23% | Add +6.1% | 471,055 | $35.3M |
| UBS Group AG | 0.01% | Add +11.6% | 399,099 | $29.9M |
| Raymond James Financial Inc. | 0.01% | Add +85.5% | 356,939 | $26.7M |
| Kendall Capital Management | 5.53% | Add +6.5% | 352,861 | $26.4M |
| US Bancorp \de | 0.03% | Add +8.1% | 340,863 | $25.5M |
| Vestmark Advisory Solutions, Inc. | 0.33% | Reduce -1.4% | 323,439 | $24.2M |
| World Investment Advisors | 0.40% | Reduce -1.6% | 323,423 | $24.2M |
| Osaic Holdings, Inc. | 0.04% | Add +13.8% | 320,903 | $24.1M |
| Diesslin Group, Inc. | 9.03% | — | 303,061 | $22.7M |
| Wealthcare Advisory Partners LLC | 0.38% | Add +3.8% | 259,949 | $19.5M |
| Congress Asset Management Co. | 0.13% | Add +112.0% | 240,169 | $18.0M |
| Heritage Family Offices, LLP | 7.66% | Add +2.5% | 224,834 | $16.8M |
| Truist Financial Corp. | 0.02% | Add +13.0% | 224,487 | $16.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.0% | 207,722 | $15.6M |
| Westwood Holdings Group Inc. | 0.12% | Add +93.3% | 202,058 | $15.1M |
| Bridges Investment Management Inc. | 0.18% | New | 184,192 | $13.8M |
| LPL Financial LLC | 0.00% | Add +14.0% | 182,368 | $13.7M |
| Sfam, LLC | 12.12% | — | 176,929 | $13.3M |
| CWA Asset Management Group, LLC | 0.47% | Add +9.4% | 173,504 | $13.0M |
| Curi Capital, LLC | 0.21% | Add +62.3% | 162,184 | $12.2M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +30.3% | 154,346 | $11.6M |
| Palisade Capital Management, LP | 0.38% | New | 152,701 | $11.4M |
| City National Bank of Florida | 7.35% | Reduce -11.4% | 150,287 | $11.3M |
| Berger Financial Group, Inc | 0.61% | Reduce -1.0% | 141,078 | $10.6M |
| SigFig Wealth Management, LLC | 0.30% | Add +20.3% | 132,871 | $10.0M |
| Catalyst Financial Partners LLC | 1.07% | Add +34.8% | 128,255 | $9.6M |
| CMH Wealth Management LLC | 2.03% | Reduce -0.2% | 126,254 | $9.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +105.5% | 113,781 | $8.5M |
| Harbor Capital Advisors, Inc. | 0.65% | Add +9.4% | 111,580 | $8.4M |
| Rossby Financial, LCC | 2.59% | Add +9.3% | 109,786 | $8.2M |
| Brio Consultants, LLC | 1.06% | Reduce -23.2% | 109,281 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 105,684 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.6% | 96,823 | $7.3M |
| Mariner, LLC | 0.01% | Add +8.8% | 89,660 | $6.7M |
| Cibc World Market Inc. | 0.01% | New | 88,152 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Add +499.1% | 85,876 | $6.4M |
| American Capital Management Inc. | 0.26% | New | 78,709 | $5.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +20.7% | 78,388 | $5.9M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -0.5% | 78,267 | $5.9M |
| Benchmark Financial Wealth Advisors, LLC | 1.68% | Add +5.0% | 78,091 | $5.9M |
| Morgan Stanley | 0.00% | Add +27.9% | 75,492 | $5.7M |
| James J. Burns & Company, LLC | 0.78% | Reduce -2.0% | 75,220 | $5.6M |
| Sepio Capital, LP | 0.28% | New | 67,359 | $5.0M |
| CX Institutional | 0.15% | Add +5.5% | 67,000 | $5.0M |
| MAI Capital Management | 0.03% | Reduce -0.2% | 60,039 | $4.5M |
| Royal Bank of Canada | 0.00% | Add +25.7% | 59,166 | $4.4M |
| Citadel Advisors | 0.00% | New | 57,901 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +59.7% | 54,313 | $4.1M |
| Baron Capital (BAMCO) | 0.01% | New | 51,896 | $3.9M |
| QP Wealth Management, LLC | 3.38% | — | 51,179 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +10.9% | 47,059 | $3.5M |
| Trek Financial, LLC | 0.20% | Add +11.3% | 45,112 | $3.4M |
| Retirement Planning Group, LLC | 0.11% | Add +3.3% | 44,911 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +183.3% | 40,148 | $3.0M |
| Smartleaf Asset Management LLC | 0.11% | No change | 39,217 | $3.0M |
| Great Lakes Advisors, LLC | 0.02% | Add +1170.2% | 38,613 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +247.6% | 38,093 | $2.9M |
| Pure Financial Advisors, LLC | 0.04% | Add +145.8% | 37,344 | $2.8M |
| Andina Capital Management, LLC | 1.65% | Add +2.6% | 36,366 | $2.7M |
| AlTi Global, Inc. | 0.06% | Add +7.8% | 35,659 | $2.7M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -8.1% | 33,653 | $2.5M |
| Raffa Wealth Management, LLC | 0.37% | Add +0.4% | 32,236 | $2.4M |
| Evernest Financial Advisors, LLC | 0.50% | Add +61.0% | 29,171 | $2.4M |
| Blue Trust, Inc. | 0.03% | Add +58398.1% | 31,004 | $2.3M |
| Centerpoint Advisors, LLC | 0.71% | No change | 30,637 | $2.3M |
| Citigroup Inc. | 0.00% | Add +26.1% | 28,908 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.7% | 27,600 | $2.1M |
| Callan Family Office, LLC | 0.04% | New | 26,466 | $2.0M |
| Voya Investment Management LLC | 0.00% | New | 25,866 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +71.5% | 22,956 | $1.7M |
| Quadrant Capital Group LLC | 0.05% | No change | 22,826 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -3.9% | 22,785 | $1.7M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 22,700 | $1.7M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +234.6% | 21,612 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +549.1% | 21,381 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.9% | 19,747 | $1.5M |
| HF Advisory Group, LLC | 0.51% | Add +1.4% | 19,555 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +27.0% | 19,242 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +227.1% | 19,202 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +34.9% | 18,252 | $1.4M |
| Silvercrest Asset Management Group LLC | 0.01% | New | 17,900 | $1.3M |
| Cornerstone Financial Group, LLC | 0.93% | Add +1.7% | 17,823 | $1.3M |
| Ulland Investment Advisors, LLC | 1.04% | Reduce -4.1% | 17,340 | $1.3M |
| Regions Financial Corp. | 0.01% | New | 16,864 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -20.6% | 16,533 | $1.2M |
| WorthPointe, LLC | 0.32% | New | 16,361 | $1.2M |
| Whittier Trust Co. | 0.01% | Add +30.2% | 15,466 | $1.2M |
| Diversify Wealth Management, LLC | 0.06% | Add +333.4% | 14,880 | $1.2M |
| Corient Private Wealth LP | 0.00% | New | 15,519 | $1.2M |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.