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 |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +0.3% | 14,513 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.8% | 13,976 | $1.0M |
| Charter Oak Capital Management, LLC | 0.08% | Reduce -3.4% | 13,716 | $1.0M |
| Boyum Wealth Architects LLC | 0.48% | Reduce -2.8% | 12,682 | $1.0M |
| TFR Capital, LLC. | 0.33% | Reduce -4.5% | 13,338 | $1000K |
| Cwm, LLC | 0.00% | Reduce -0.2% | 13,247 | $993K |
| Guidance Capital, Inc. | 0.24% | New | 12,059 | $978K |
| Apollon Wealth Management, LLC | 0.02% | No change | 12,420 | $931K |
| Strong Tower Advisory Services | 0.17% | Add +7.4% | 12,419 | $931K |
| D. E. Shaw & Co. | 0.00% | No change | 11,853 | $888K |
| New South Capital Management Inc. | 0.04% | New | 11,825 | $886K |
| Farther Finance Advisors, LLC | 0.01% | Add +174.7% | 11,433 | $857K |
| USAdvisors Wealth Management, LLC | 0.28% | Reduce -0.4% | 11,427 | $856K |
| BBR Partners, LLC | 0.05% | No change | 11,206 | $840K |
| RFG Advisory, LLC | 0.02% | Reduce -0.2% | 11,196 | $839K |
| L.K. Benson & Company, P.C. | 0.42% | Add +0.1% | 11,142 | $835K |
| Certuity, LLC | 0.05% | Add +0.4% | 10,337 | $775K |
| Kovack Advisors, Inc. | 0.04% | New | 9,984 | $748K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -13.9% | 9,928 | $744K |
| Savant Capital, LLC | 0.00% | Reduce -0.0% | 9,819 | $736K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.8% | 9,427 | $706K |
| Sierra Summit Advisors LLC | 0.11% | Add +12.0% | 9,402 | $705K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.34% | New | 3,584 | $699K |
| Thayer Financial, L.L.C. | 0.72% | — | 9,060 | $679K |
| Old National Bancorp | 0.01% | No change | 8,977 | $673K |
| Creative Planning | 0.00% | Reduce -28.7% | 8,868 | $665K |
| OneAscent Wealth Management LLC | 0.21% | Add +0.2% | 8,415 | $631K |
| Cerity Partners LLC | 0.00% | Add +1.4% | 8,268 | $620K |
| Mayfair Advisory Group, LLC | 0.23% | Add +9.1% | 7,889 | $599K |
| Sanctuary Advisors, LLC | 0.00% | Add +24.8% | 7,746 | $580K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,491 | $561K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.0% | 7,483 | $561K |
| National Bank of Canada | 0.00% | New | 7,388 | $554K |
| Advyzon Investment Management, LLC | 0.06% | No change | 7,210 | $540K |
| EP Wealth Advisors, LLC | 0.00% | — | 7,009 | $525K |
| Legacy Advisory Services, LLC | 0.39% | Add +0.2% | 6,870 | $515K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +1034.2% | 6,510 | $509K |
| Hilton Capital Management, LLC | 0.04% | New | 6,752 | $506K |
| NewEdge Advisors, LLC | 0.00% | Add +4.2% | 6,416 | $481K |
| Lakeridge Wealth Management LLC | 0.21% | Reduce -2.3% | 6,267 | $470K |
| Little House Capital LLC | 0.11% | Reduce -4.8% | 6,106 | $458K |
| D.A. Davidson & Co. | 0.00% | Add +14.8% | 5,842 | $438K |
| Park Avenue Securities LLC | 0.00% | Add +33.7% | 5,820 | $436K |
| Bessemer Group Inc. | 0.00% | No change | 5,749 | $431K |
| TD Private Client Wealth LLC | 0.01% | Add +51.5% | 5,555 | $416K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 5,364 | $406K |
| Financial Management Network Inc. | 0.06% | Add +0.0% | 5,278 | $401K |
| O'Connor Financial Group LLC | 0.16% | Reduce -2.6% | 4,946 | $396K |
| Summit Financial, LLC | 0.01% | New | 5,230 | $392K |
| Sfmg, LLC | 0.02% | Add +5.2% | 4,862 | $364K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +0.0% | 4,834 | $362K |
| Norden Group LLC | 0.04% | New | 4,800 | $360K |
| 1620 Investment Advisors, Inc. | 0.24% | Add +5.3% | 4,722 | $354K |
| Altman Advisors, Inc. | 0.13% | Add +1.4% | 24,092 | $348K |
| Jones Financial Companies LLLP | 0.00% | Add +41.9% | 4,412 | $331K |
| Cary Street Partners Financial LLC | 0.01% | No change | 4,390 | $329K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.1% | 4,309 | $323K |
| Capital Analysts, LLC | 0.01% | Add +36.0% | 4,302 | $322K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.0% | 4,247 | $318K |
| Diversified Trust Co. | 0.01% | No change | 4,069 | $305K |
| Mather Group, Llc. | 0.00% | No change | 4,067 | $305K |
| First National Advisers, LLC | 0.04% | No change | 4,053 | $304K |
| Bank of New York Mellon Corp | 0.00% | Reduce -41.4% | 4,018 | $301K |
| Firestone Capital Management | 0.06% | No change | 4,000 | $300K |
| First Heartland Consultants, Inc. | 0.02% | Add +11.8% | 3,963 | $297K |
| Fairman Group, LLC | 0.24% | Add +75.0% | 3,961 | $297K |
| Van Cleef Asset Management,Inc | 0.03% | No change | 3,885 | $291K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -2.8% | 3,778 | $283K |
| Equitable Holdings, Inc. | 0.00% | Add +0.6% | 3,775 | $283K |
| Dimension Capital Management LLC | 0.04% | No change | 3,665 | $275K |
| Atria Investments, Inc | 0.00% | Add +9.6% | 3,627 | $272K |
| Citizens Financial Group Inc. | 0.00% | No change | 3,527 | $264K |
| SevenBridge Financial Group, LLC | 0.04% | Reduce -0.9% | 3,211 | $257K |
| Integrity Alliance, Llc. | 0.01% | No change | 3,387 | $254K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -9.6% | 3,336 | $250K |
| Ritholtz Wealth Management | 0.00% | Add +0.4% | 3,310 | $248K |
| Pitcairn Wealth Advisors LLC | 0.02% | — | 3,202 | $240K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 3,200 | $240K |
| NTV Asset Management LLC | 0.02% | No change | 2,975 | $223K |
| Red Mountain Financial, LLC | 0.22% | Reduce -29.6% | 2,931 | $220K |
| SageView Advisory Group, LLC | 0.01% | Reduce -42.6% | 2,918 | $219K |
| IHT Wealth Management, LLC | 0.01% | New | 2,912 | $218K |
| Compound Planning, Inc. | 0.01% | Reduce -24.9% | 2,783 | $209K |
| Opulen Financial Group LLC | 0.15% | Reduce -1.0% | 2,762 | $207K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1802.1% | 2,720 | $207K |
| Flputnam Investment Management Co. | 0.00% | Reduce -63.2% | 2,705 | $203K |
| Bill Few Associates, Inc. | 0.05% | New | 2,669 | $200K |
| Spire Wealth Management | 0.01% | Add +0.0% | 2,265 | $170K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 1,942 | $146K |
| Comerica Bank | 0.00% | Reduce -77.1% | 1,580 | $118K |
| Independence Bank of Kentucky | 0.01% | New | 1,383 | $104K |
| CIBC Private Wealth Group LLC | 0.00% | Add +14.4% | 1,247 | $93K |
| Align Financial, LLC | 0.05% | — | 88,055 | $88K |
| Bank of Montreal | 0.00% | Reduce -4.1% | 1,175 | $88K |
| AlphaCore Capital LLC | 0.00% | No change | 1,174 | $88K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.2% | 1,143 | $86K |
| New Republic Capital, LLC | 0.02% | No change | 963 | $72K |
| Federated Hermes, Inc. | 0.00% | New | 865 | $65K |
| BlackRock, Inc. | 0.00% | New | 775 | $58K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -49.2% | 710 | $57K |
| ORG Partners LLC | 0.01% | No change | 754 | $57K |
| Arax Advisory Partners | 0.00% | No change | 677 | $51K |
| SHP Wealth Management | 0.00% | — | 664 | $50K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -53.3% | 565 | $42K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5020.0% | 512 | $38K |
| Larson Financial Group LLC | 0.00% | New | 400 | $30K |
| Global Retirement Partners, LLC | 0.00% | Add +423.3% | 382 | $29K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.4% | 366 | $27K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 334 | $25K |
| Private Trust Co. NA | 0.00% | No change | 331 | $25K |
| Single Point Partners, LLC | 0.00% | Add +43.8% | 17,892 | $18K |
| Global Wealth Strategies & Associates | 0.00% | No change | 207 | $16K |
| Angeles Wealth Management, LLC | 0.00% | New | 143 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 141 | $11K |
| IFP Advisors, Inc | 0.00% | Add +56.8% | 138 | $10K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -37.5% | 55 | $4K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 54 | $4K |
| DT Investment Partners, LLC | 0.00% | No change | 20 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -70.5% | 18 | $1K |
| Qube Research & Technologies Ltd | 0.00% | New | 17 | $1K |
| AE Wealth Management LLC | 0.00% | No change | 3 | $225 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -99.8% | 1 | $50 |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.