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 |
| Boyum Wealth Architects LLC | 0.45% | Reduce -0.1% | 12,670 | $1.1M |
| Creative Planning | 0.00% | Add +56.6% | 13,890 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +17.6% | 13,446 | $1.0M |
| Cwm, LLC | 0.00% | Add +0.0% | 13,250 | $1.0M |
| Charter Oak Capital Management, LLC | 0.08% | Reduce -3.9% | 13,183 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | New | 13,051 | $996K |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -30.2% | 12,500 | $954K |
| Apollon Wealth Management, LLC | 0.02% | No change | 12,420 | $948K |
| TFR Capital, LLC. | 0.29% | Reduce -7.0% | 12,406 | $947K |
| D. E. Shaw & Co. | 0.00% | No change | 11,853 | $905K |
| Sierra Summit Advisors LLC | 0.13% | Add +23.5% | 11,611 | $887K |
| Mechanics Financial Corp | 0.36% | New | 11,396 | $870K |
| BBR Partners, LLC | 0.05% | No change | 11,206 | $856K |
| RFG Advisory, LLC | 0.02% | Add +0.0% | 11,197 | $855K |
| L.K. Benson & Company, P.C. | 0.28% | Add +0.0% | 11,147 | $851K |
| USAdvisors Wealth Management, LLC | 0.28% | Add +0.2% | 11,450 | $844K |
| GC Wealth Management RIA, LLC | 0.03% | Add +9.1% | 10,832 | $827K |
| Regions Financial Corp. | 0.01% | Reduce -38.0% | 10,457 | $798K |
| Kovack Advisors, Inc. | 0.04% | Reduce -0.2% | 9,963 | $761K |
| Certuity, LLC | 0.05% | Reduce -3.8% | 9,947 | $759K |
| Savant Capital, LLC | 0.00% | No change | 9,819 | $750K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.2% | 9,408 | $718K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +235.1% | 9,114 | $702K |
| Thayer Financial, L.L.C. | 0.71% | Reduce -0.0% | 9,059 | $692K |
| Old National Bancorp | 0.01% | No change | 8,977 | $685K |
| Perigon Wealth Management, LLC | 0.01% | Add +12.1% | 8,385 | $640K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.8% | 7,962 | $608K |
| Jones Financial Companies LLLP | 0.00% | Add +76.6% | 7,790 | $581K |
| Mayfair Advisory Group, LLC | 0.20% | Reduce -3.5% | 7,611 | $581K |
| Legacy Advisory Services, LLC | 0.44% | Add +10.4% | 7,583 | $579K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,491 | $572K |
| Fairman Group, LLC | 0.47% | Add +83.2% | 7,258 | $554K |
| Advyzon Investment Management, LLC | 0.05% | No change | 7,210 | $550K |
| Park Avenue Securities LLC | 0.00% | Add +22.4% | 7,122 | $544K |
| NewEdge Advisors, LLC | 0.00% | Add +6.2% | 6,816 | $520K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -58.4% | 6,193 | $514K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.7% | 6,677 | $510K |
| D.A. Davidson & Co. | 0.00% | Add +12.1% | 6,548 | $500K |
| OneAscent Wealth Management LLC | 0.16% | Reduce -22.7% | 6,504 | $497K |
| Little House Capital LLC | 0.12% | Add +2.4% | 6,251 | $477K |
| Bessemer Group Inc. | 0.00% | Add +4.4% | 6,002 | $458K |
| Lakeridge Wealth Management LLC | 0.20% | Reduce -4.6% | 5,976 | $456K |
| Trust Co. of Oklahoma | 0.13% | New | 5,785 | $442K |
| Diversified Trust Co. | 0.01% | Add +41.8% | 5,768 | $440K |
| Thrivent Financial for Lutherans | 0.00% | No change | 5,364 | $410K |
| TD Private Client Wealth LLC | 0.01% | Reduce -4.0% | 5,335 | $407K |
| Summit Financial, LLC | 0.01% | Add +0.0% | 5,231 | $399K |
| Mercer Global Advisors Inc. | 0.00% | Add +20.6% | 5,121 | $391K |
| Betterment LLC | 0.00% | New | 5,083 | $388K |
| O'Connor Financial Group LLC | 0.16% | Add +1.7% | 5,029 | $384K |
| Renaissance Technologies | 0.00% | New | 5,000 | $382K |
| Financial Management Network Inc. | 0.06% | Reduce -10.4% | 4,728 | $381K |
| Sfmg, LLC | 0.03% | Add +1.7% | 4,945 | $378K |
| STAR Financial Bank | 0.18% | New | 4,905 | $374K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +0.3% | 4,846 | $370K |
| Bill Few Associates, Inc. | 0.09% | Add +80.4% | 4,816 | $368K |
| 1620 Investment Advisors, Inc. | 0.24% | Reduce -2.4% | 4,611 | $352K |
| Stephens Inc. | 0.00% | New | 4,597 | $351K |
| IHT Wealth Management, LLC | 0.01% | Add +51.0% | 4,396 | $336K |
| Cary Street Partners Financial LLC | 0.01% | No change | 4,390 | $335K |
| Align Financial, LLC | 0.19% | Reduce -95.0% | 4,369 | $334K |
| Bank of New York Mellon Corp | 0.00% | Add +8.0% | 4,340 | $331K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.1% | 4,313 | $329K |
| Altman Advisors, Inc. | 0.13% | Reduce -0.6% | 23,941 | $315K |
| Mather Group, Llc. | 0.00% | No change | 4,067 | $311K |
| First National Advisers, LLC | 0.05% | No change | 4,053 | $309K |
| Firestone Capital Management | 0.06% | No change | 4,000 | $305K |
| Van Cleef Asset Management,Inc | 0.03% | No change | 3,885 | $297K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -3.9% | 3,810 | $291K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -90.2% | 3,785 | $289K |
| MainStreet Investment Advisors LLC | 0.04% | New | 3,784 | $289K |
| &partners | 0.00% | New | 3,770 | $288K |
| Equitable Holdings, Inc. | 0.00% | Add +1.6% | 3,837 | $288K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -96.7% | 3,668 | $280K |
| Dimension Capital Management LLC | 0.04% | No change | 3,665 | $280K |
| Citizens Financial Group Inc. | 0.00% | No change | 3,527 | $269K |
| SevenBridge Financial Group, LLC | 0.04% | Reduce -3.7% | 3,092 | $261K |
| Park Edge Advisors, LLC | 0.06% | New | 3,411 | $260K |
| Integrity Alliance, Llc. | 0.01% | No change | 3,387 | $259K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.0% | 3,335 | $255K |
| Ritholtz Wealth Management | 0.00% | Reduce -0.5% | 3,293 | $251K |
| Stifel Financial Corp. | 0.00% | New | 3,245 | $248K |
| Simplicity Wealth,LLC | 0.01% | New | 3,231 | $247K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 3,200 | $244K |
| Pitcairn Wealth Advisors LLC | 0.02% | Reduce -0.0% | 3,201 | $240K |
| First Citizens Bank & Trust Co. | 0.01% | New | 3,116 | $238K |
| Capital Analysts, LLC | 0.01% | Reduce -27.9% | 3,100 | $237K |
| Ieq Capital, LLC | 0.00% | New | 3,102 | $237K |
| NTV Asset Management LLC | 0.03% | No change | 2,975 | $227K |
| SageView Advisory Group, LLC | 0.01% | No change | 2,918 | $223K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.4% | 2,903 | $222K |
| Savvy Advisors, Inc. | 0.01% | New | 2,799 | $214K |
| Opulen Financial Group LLC | 0.15% | Add +0.2% | 2,768 | $211K |
| Ballast Financial Advisors LLC | 0.21% | New | 2,737 | $209K |
| Flputnam Investment Management Co. | 0.00% | Add +1.0% | 2,733 | $209K |
| Advisors Capital Management, LLC | 0.00% | New | 2,660 | $203K |
| M&T Bank Corp | 0.00% | New | 2,625 | $200K |
| Spire Wealth Management | 0.01% | Add +1.6% | 2,300 | $176K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 2,155 | $165K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 1,942 | $148K |
| Clearstead Trust, LLC | 0.02% | New | 1,927 | $147K |
| National Bank of Canada | 0.00% | Reduce -75.8% | 1,787 | $136K |
| Independence Bank of Kentucky | 0.01% | No change | 1,383 | $106K |
| AlphaCore Capital LLC | 0.00% | No change | 1,174 | $90K |
| New Republic Capital, LLC | 0.02% | No change | 963 | $74K |
| Parallel Advisors, LLC | 0.00% | Reduce -17.5% | 943 | $72K |
| 2UniFi Bank | 0.03% | New | 780 | $60K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 775 | $59K |
| BlackRock, Inc. | 0.00% | No change | 775 | $59K |
| Ascentis Independent Advisors | 0.00% | New | 754 | $58K |
| Assetmark, Inc. | 0.00% | Add +3988.9% | 736 | $56K |
| SHP Wealth Management | 0.00% | Add +0.1% | 665 | $51K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -91.2% | 574 | $45K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 513 | $39K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -36.5% | 451 | $39K |
| Larson Financial Group LLC | 0.00% | No change | 400 | $31K |
| Harbour Investments, Inc. | 0.00% | No change | 366 | $28K |
| Angeles Wealth Management, LLC | 0.00% | Add +150.3% | 358 | $27K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 334 | $26K |
| Destiny Wealth Partners, LLC | 0.00% | New | 290 | $22K |
| Single Point Partners, LLC | 0.00% | No change | 17,892 | $18K |
| Piscataqua Savings Bank | 0.01% | New | 220 | $17K |
| Global Wealth Strategies & Associates | 0.00% | No change | 207 | $16K |
| Private Trust Co. NA | 0.00% | Reduce -38.1% | 205 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 141 | $11K |
| Ameriflex Group, Inc. | 0.00% | Add +63.0% | 88 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | New | 85 | $7K |
| IFP Advisors, Inc | 0.00% | Reduce -63.8% | 50 | $4K |
| AE Wealth Management LLC | 0.00% | Add +1233.3% | 40 | $3K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 37 | $3K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 34 | $3K |
| DT Investment Partners, LLC | 0.00% | No change | 20 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1 | $51 |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.