iShares MSCI USA Small-Cap MSMMVETF
13F holders, Q2 2026 (June 30)122holders +2
8new positions
8sold out
1famous investor
$46.04avg. 13F price*
At the end of Q2 2026, 122 institutions reported holding iShares MSCI USA Small-Cap M (SMMV) in their 13F filings, up 2 from Q1 2026. 8 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($56.9M), Mercer Global Advisors Inc. ($15.5M) and Wealth Management Resources, Inc. ($13.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI USA Small-Cap M
- CUSIP
- 46435G433
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.9M |
| Exits | 8 | $4.3M |
All 13F filers, Q1 2026 → Q2 2026: 187,705 shares bought and 280,345 shares sold, net −92,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Bank of America Corp. | 0.00% | Reduce -1.8% | 1,235,710 | $56.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.3% | 336,652 | $15.5M |
| Wealth Management Resources, Inc. | 4.04% | Add +1.7% | 284,437 | $13.1M |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 250,164 | $11.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.7% | 166,293 | $7.7M |
| LPL Financial LLC | 0.00% | Add +14.1% | 153,476 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +61.9% | 128,825 | $5.9M |
| Brickley Wealth Management | 0.81% | Reduce -4.1% | 121,953 | $5.6M |
| Creative Planning | 0.00% | Reduce -4.2% | 77,714 | $3.6M |
| Advisory Services Network, LLC | 0.04% | Reduce -4.3% | 67,614 | $3.1M |
| UBS Group AG | 0.00% | Reduce -0.3% | 67,183 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 65,523 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.3% | 65,006 | $3.0M |
| Sagespring Wealth Partners, LLC | 0.05% | Reduce -2.9% | 64,384 | $3.0M |
| Rehmann Capital Advisory Group | 0.14% | Reduce -0.7% | 64,228 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.7% | 62,815 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.0% | 60,443 | $2.8M |
| Modern Wealth Management, LLC | 0.03% | Reduce -13.7% | 59,023 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.5% | 48,282 | $2.2M |
| Citadel Advisors | 0.00% | Add +49.6% | 48,071 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -8.5% | 45,646 | $2.1M |
| Armbruster Capital Management, Inc. | 0.29% | Reduce -8.0% | 42,800 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.1% | 41,711 | $1.9M |
| Geneos Wealth Management Inc. | 0.04% | Add +69.1% | 38,423 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +53.4% | 37,714 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.6% | 32,451 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -15.0% | 31,100 | $1.4M |
| Regatta Capital Group, LLC | 0.19% | Add +14.8% | 30,632 | $1.4M |
| Burns Matteson Capital Management, LLC | 0.45% | Reduce -7.0% | 30,570 | $1.4M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -61.1% | 28,350 | $1.3M |
| Sage Mountain Advisors LLC | 0.07% | Reduce -27.6% | 23,957 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 22,399 | $1.0M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -4.1% | 21,870 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -30.6% | 21,564 | $993K |
| XY Planning Network, Inc. | 0.11% | Add +0.4% | 19,680 | $906K |
| MFA Wealth Services | 0.53% | Add +0.8% | 19,308 | $889K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -4.8% | 17,613 | $811K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.9% | 17,431 | $803K |
| Jane Street Group, LLC | 0.00% | New | 15,317 | $705K |
| Osaic Holdings, Inc. | 0.00% | Add +36.7% | 14,896 | $686K |
| Cetera Investment Advisers | 0.00% | Add +17.4% | 14,849 | $684K |
| Leelyn Smith, LLC | 0.08% | No change | 14,848 | $684K |
| MML Investors Services, LLC | 0.00% | Add +6.1% | 14,605 | $672K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.4% | 12,441 | $573K |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 12,345 | $568K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +18.5% | 12,157 | $560K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -41.8% | 11,743 | $541K |
| Captrust Financial Advisors | 0.00% | No change | 10,466 | $482K |
| NewEdge Advisors, LLC | 0.00% | Add +4.0% | 10,314 | $475K |
| Adamsbrown Wealth Consultants LLC | 0.09% | Add +0.3% | 9,942 | $458K |
| Morgan Stanley | 0.00% | Add +7.5% | 9,254 | $426K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -16.2% | 8,899 | $410K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.2% | 8,353 | $385K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 7,764 | $357K |
| Capital Analysts, LLC | 0.01% | Reduce -0.7% | 7,684 | $354K |
| Opulen Financial Group LLC | 0.22% | Add +0.3% | 7,500 | $345K |
| D.A. Davidson & Co. | 0.00% | No change | 7,488 | $345K |
| Cowa, LLC | 0.09% | Reduce -48.6% | 7,175 | $330K |
| High Net Worth Advisory Group LLC | 0.07% | Reduce -6.9% | 7,123 | $328K |
| Citigroup Inc. | 0.00% | New | 6,936 | $319K |
| Choreo, LLC | 0.00% | Add +0.1% | 6,796 | $313K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -7.1% | 6,512 | $300K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -5.0% | 6,475 | $298K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +65.7% | 5,832 | $269K |
| Clear Creek Financial Management, LLC | 0.02% | Add +3.1% | 5,694 | $262K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,494 | $253K |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 5,356 | $247K |
| Fortune Financial Advisors, LLC | 0.11% | Reduce -40.5% | 5,348 | $246K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 5,340 | $246K |
| Professional Financial Advisors, LLC | 0.04% | Add +0.8% | 5,215 | $240K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.8% | 5,108 | $237K |
| Waverly Advisors, LLC | 0.00% | Add +0.2% | 5,001 | $230K |
| Harbour Investments, Inc. | 0.00% | No change | 4,993 | $230K |
| Lido Advisors, LLC | 0.00% | No change | 4,959 | $228K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -6.6% | 4,711 | $217K |
| Rik Saylor Financial, Inc. | 0.14% | Reduce -2.6% | 4,591 | $211K |
| Evergreen Capital Management LLC | 0.00% | New | 4,480 | $206K |
| OneDigital Investment Advisors LLC | 0.00% | New | 4,458 | $205K |
| S.A. Mason LLC | 0.06% | Add +0.2% | 4,448 | $205K |
| FMR LLC | 0.00% | Add +7.8% | 4,068 | $187K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -1.4% | 3,988 | $184K |
| Farther Finance Advisors, LLC | 0.00% | Add +16.7% | 3,849 | $177K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,845 | $177K |
| BlackRock, Inc. | 0.00% | No change | 3,751 | $173K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +37.9% | 3,062 | $141K |
| Spire Wealth Management | 0.00% | No change | 2,990 | $138K |
| Nova Wealth Management, Inc. | 0.06% | Reduce -26.2% | 2,466 | $114K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,753 | $81K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.2% | 1,418 | $65K |
| CoreCap Advisors, LLC | 0.00% | Add +164.2% | 1,371 | $63K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,275 | $59K |
| Colonial Trust Advisors | 0.00% | No change | 1,125 | $52K |
| Front Row Advisors LLC | 0.01% | Reduce -2.4% | 1,025 | $48K |
| AE Wealth Management LLC | 0.00% | Reduce -0.6% | 981 | $45K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.3% | 911 | $42K |
| IFG Advisory, LLC | 0.00% | New | 786 | $36K |
| International Assets Investment Management, LLC | 0.00% | No change | 570 | $26K |
| Pacific Center for Financial Services | 0.01% | No change | 546 | $25K |
| Founders Financial Alliance, LLC | 0.00% | No change | 537 | $25K |
| Compass Financial Management LLC | 0.00% | — | 502 | $23K |
"% of holder's portfolio" is SMMV's weight in each manager's 13F, not the share of iShares MSCI USA Small-Cap M the manager owns.