iShares Russell 2500 ETFSMMDETF
13F holders, Q1 2026 (March 31)233holders +11
33new positions
19sold out
2famous investors
$76.31avg. 13F price*
At the end of Q1 2026, 233 institutions reported holding iShares Russell 2500 ETF (SMMD) in their 13F filings, up 11 from Q4 2025. 33 opened new positions and 19 sold out. The largest holders were Glenmede Trust Co. NA ($337.0M), Fifth Third Bancorp ($233.6M) and Bank of America Corp. ($161.6M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Russell 2500 ETF
- CUSIP
- 46435G268
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $23.8M |
| Exits | 19 | $48.7M |
All 13F filers, Q4 2025 → Q1 2026: 6,847,502 shares bought and 3,141,582 shares sold, net +3,705,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 233 holders
| Glenmede Trust Co. NA | 1.65% | Add +12.1% | 4,413,593 | $337.0M |
| Fifth Third Bancorp | 0.43% | Add +485.3% | 3,058,941 | $233.6M |
| Bank of America Corp. | 0.01% | Reduce -34.7% | 2,116,037 | $161.6M |
| Bank of Montreal | 0.05% | Add +147152.3% | 1,730,215 | $132.1M |
| Fort Washington Investment Advisors Inc. | 0.64% | No change | 1,504,650 | $114.9M |
| CENTRAL TRUST Co | 1.43% | Add +27.1% | 949,678 | $72.5M |
| FMR LLC | 0.00% | Add +7.2% | 940,389 | $71.8M |
| Coldstream Capital Management Inc. | 0.73% | Reduce -8.6% | 775,027 | $59.2M |
| Focus Partners Wealth | 0.06% | Add +0.8% | 763,695 | $58.3M |
| Cresset Asset Management, LLC | 0.22% | Add +2.3% | 660,039 | $50.4M |
| UBS Group AG | 0.01% | Add +46.3% | 583,871 | $44.6M |
| Wealthspire Advisors, LLC | 0.32% | Add +6.5% | 540,334 | $41.3M |
| Gerber Kawasaki Wealth & Investment Management | 1.22% | Add +6.6% | 502,333 | $38.4M |
| Raymond James Financial Inc. | 0.01% | Add +24.7% | 445,063 | $34.0M |
| Blair William & Co. | 0.09% | Reduce -13.7% | 414,411 | $31.6M |
| US Bancorp \de | 0.04% | Add +11.4% | 379,860 | $29.0M |
| Kendall Capital Management | 5.55% | Add +0.6% | 354,936 | $27.1M |
| JPMorgan Chase & Co. | 0.00% | Add +301.0% | 344,333 | $25.4M |
| Truist Financial Corp. | 0.03% | Add +34.6% | 302,280 | $23.1M |
| Diesslin Group, Inc. | 10.02% | Reduce -3.9% | 291,193 | $22.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +33.0% | 276,343 | $21.0M |
| Wealthcare Advisory Partners LLC | 0.40% | Add +4.5% | 271,761 | $20.7M |
| Westwood Holdings Group Inc. | 0.15% | Add +29.1% | 260,967 | $19.9M |
| Congress Asset Management Co. | 0.13% | Reduce -0.5% | 239,075 | $18.3M |
| LPL Financial LLC | 0.00% | Add +17.8% | 214,790 | $16.4M |
| Brio Consultants, LLC | 1.82% | Add +58.4% | 173,045 | $14.9M |
| CWA Asset Management Group, LLC | 0.49% | Add +7.9% | 187,140 | $14.3M |
| Sfam, LLC | 12.44% | Reduce -0.8% | 175,608 | $13.4M |
| Catalyst Financial Partners LLC | 1.48% | Add +28.0% | 164,192 | $12.5M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Reduce -49.6% | 163,089 | $12.5M |
| World Investment Advisors | 0.20% | Reduce -49.6% | 163,073 | $12.5M |
| SigFig Wealth Management, LLC | 0.35% | Add +18.3% | 157,244 | $12.0M |
| Curi Capital, LLC | 0.21% | Reduce -4.0% | 155,631 | $11.9M |
| Heritage Family Offices, LLP | 5.16% | Reduce -32.2% | 152,444 | $11.6M |
| Berger Financial Group, Inc | 0.61% | Add +1.7% | 143,458 | $11.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +16.4% | 132,395 | $10.1M |
| Rossby Financial, LCC | 2.03% | Add +15.0% | 126,214 | $9.7M |
| CMH Wealth Management LLC | 1.64% | Reduce -0.9% | 125,051 | $9.5M |
| Cibc World Market Inc. | 0.02% | Add +39.7% | 123,152 | $9.4M |
| Rogco, LP | 2.83% | New | 111,111 | $8.5M |
| Morgan Stanley | 0.00% | Add +39.1% | 105,042 | $8.0M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -34.0% | 101,858 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.5% | 96,338 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.8% | 93,234 | $7.1M |
| Mariner, LLC | 0.01% | Add +1.3% | 90,844 | $6.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +14.1% | 89,459 | $6.8M |
| Benchmark Financial Wealth Advisors, LLC | 1.86% | Add +12.7% | 87,975 | $6.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +302.9% | 77,374 | $5.9M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Add +244.5% | 74,449 | $5.7M |
| James J. Burns & Company, LLC | 0.76% | Reduce -1.9% | 73,776 | $5.6M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -8.3% | 71,783 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -77.8% | 71,126 | $5.4M |
| CX Institutional | 0.16% | Add +4.0% | 69,706 | $5.3M |
| Pure Financial Advisors, LLC | 0.07% | Add +72.7% | 64,484 | $4.9M |
| MAI Capital Management | 0.03% | Add +0.1% | 60,132 | $4.6M |
| City National Bank of Florida | 2.50% | Reduce -63.5% | 54,934 | $4.2M |
| MML Investors Services, LLC | 0.01% | Add +15.8% | 54,519 | $4.2M |
| Trek Financial, LLC | 0.22% | Add +20.2% | 54,231 | $4.1M |
| WorthPointe, LLC | 1.08% | Add +216.9% | 51,841 | $4.0M |
| AlTi Global, Inc. | 0.09% | Add +44.2% | 51,411 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.1% | 49,893 | $3.8M |
| Guidance Capital, Inc. | 0.82% | Add +253.3% | 42,609 | $3.7M |
| Jane Street Group, LLC | 0.00% | Add +18.9% | 47,738 | $3.6M |
| Retirement Planning Group, LLC | 0.11% | Add +1.6% | 45,647 | $3.5M |
| Flow Traders U.S. LLC | 0.11% | New | 44,952 | $3.4M |
| Whittier Trust Co. | 0.03% | Add +151.9% | 38,965 | $3.0M |
| Evernest Financial Advisors, LLC | 0.57% | Add +11.4% | 32,492 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -40.0% | 35,469 | $2.7M |
| QP Wealth Management, LLC | 4.49% | Reduce -33.0% | 34,313 | $2.6M |
| Smartleaf Asset Management LLC | 0.09% | Reduce -12.8% | 34,205 | $2.5M |
| Raffa Wealth Management, LLC | 0.39% | Add +0.2% | 32,306 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +286.2% | 31,934 | $2.4M |
| Citigroup Inc. | 0.00% | Add +7.4% | 31,056 | $2.4M |
| Centerpoint Advisors, LLC | 0.76% | No change | 30,637 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +58.8% | 30,563 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 27,679 | $2.1M |
| Northern Trust Corp. | 0.00% | Add +14.7% | 26,142 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +13.0% | 25,930 | $2.0M |
| Callan Family Office, LLC | 0.04% | Reduce -5.0% | 25,148 | $1.9M |
| Andina Capital Management, LLC | 1.71% | Reduce -31.2% | 25,020 | $1.9M |
| Quantinno Capital Management LP | 0.00% | Add +13.0% | 24,155 | $1.8M |
| Spartan Wealth Advisory Services LLC | 0.16% | — | 23,720 | $1.8M |
| Quadrant Capital Group LLC | 0.05% | No change | 22,826 | $1.7M |
| Klingenstein Fields & Co. LP | 0.07% | No change | 22,700 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | New | 22,390 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.5% | 21,238 | $1.6M |
| CIBC Bancorp USA Inc. | 0.00% | — | 21,146 | $1.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | New | 20,988 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | New | 20,988 | $1.6M |
| Cornerstone Financial Group, LLC | 1.03% | Add +5.4% | 18,779 | $1.6M |
| HF Advisory Group, LLC | 0.50% | Reduce -1.3% | 19,297 | $1.5M |
| Voya Investment Management LLC | 0.00% | Reduce -27.9% | 18,662 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.8% | 17,747 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -48.5% | 17,344 | $1.3M |
| Ulland Investment Advisors, LLC | 1.13% | Reduce -0.5% | 17,259 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +4.1% | 17,218 | $1.3M |
| Blue Trust, Inc. | 0.01% | Reduce -47.2% | 16,384 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +2.3% | 15,868 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.04% | Reduce -1.9% | 14,245 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.2% | 14,139 | $1.1M |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.