iShares MSCI USA Small-Cap MSMMVETF
13F holders, Q1 2024 (March 31)122holders
2famous investors
$37.45avg. 13F price*
At the end of Q1 2024, 122 institutions reported holding iShares MSCI USA Small-Cap M (SMMV) in their 13F filings. The largest holders were Raymond James & Associates ($483.1M), Mercer Global Advisors Inc. ($46.8M) and Bank of America Corp. ($39.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $2.6M |
| Exits | 11 | $1.3M |
Ownership 122 holders
| Raymond James & Associates | 0.33% | Add +2.1% | 12,900,517 | $483.1M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -71.1% | 1,249,304 | $46.8M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 1,049,871 | $39.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -76.4% | 971,808 | $36.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +3.1% | 412,576 | $15.5M |
| Wealth Management Resources, Inc. | 3.44% | Add +3.4% | 328,098 | $12.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -13.1% | 218,943 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.6% | 190,041 | $7.1M |
| LPL Financial LLC | 0.00% | Reduce -16.9% | 172,067 | $6.4M |
| UBS Group AG | 0.00% | Reduce -3.0% | 150,677 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.8% | 141,125 | $5.3M |
| Raymond James Trust N.A. | 0.13% | Add +10.2% | 139,551 | $5.2M |
| Summit Global Investments | 0.35% | Reduce -1.6% | 127,099 | $4.8M |
| Brickley Wealth Management | 1.09% | Add +0.0% | 126,844 | $4.8M |
| Creative Planning | 0.00% | Reduce -2.5% | 90,336 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +3.7% | 84,869 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -14.1% | 79,262 | $3.0M |
| Wade Financial Advisory, Inc | 1.04% | Reduce -40.7% | 76,104 | $2.9M |
| Rehmann Capital Advisory Group | 0.20% | Reduce -0.9% | 71,123 | $2.7M |
| Citadel Advisors | 0.00% | Add +27.3% | 56,622 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +15.4% | 55,356 | $2.1M |
| High Net Worth Advisory Group LLC | 0.53% | Add +0.3% | 44,764 | $1.7M |
| Apollon Wealth Management, LLC | 0.05% | Add +1.4% | 43,982 | $1.6M |
| Armbruster Capital Management, Inc. | 0.33% | Add +0.4% | 41,125 | $1.5M |
| Burns Matteson Capital Management, LLC | 0.95% | Reduce -2.4% | 39,424 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -20.6% | 35,712 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.4% | 34,510 | $1.3M |
| Sage Mountain Advisors LLC | 0.13% | No change | 33,080 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.1% | 30,908 | $1.2M |
| Leelyn Smith, LLC | 0.23% | Add +4.6% | 30,719 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +78.2% | 27,581 | $1.0M |
| CPC Advisors, LLC | 0.17% | Reduce -0.9% | 27,075 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +4.9% | 26,198 | $981K |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -9.9% | 24,471 | $916K |
| Marcum Wealth, LLC | 0.09% | Add +4.5% | 23,645 | $886K |
| Private Advisor Group, LLC | 0.01% | Add +7.4% | 23,137 | $866K |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.6% | 22,027 | $825K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +6.5% | 20,772 | $778K |
| IHT Wealth Management, LLC | 0.03% | Reduce -33.6% | 18,165 | $680K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Add +6.8% | 18,104 | $678K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 16,746 | $627K |
| Evergreen Capital Management LLC | 0.02% | No change | 16,680 | $625K |
| Fortune Financial Advisors, LLC | 0.32% | Reduce -2.7% | 13,607 | $510K |
| Adamsbrown Wealth Consultants LLC | 0.19% | Add +2.0% | 12,466 | $467K |
| Captrust Financial Advisors | 0.00% | Reduce -3.9% | 12,397 | $464K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.6% | 12,188 | $456K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -10.6% | 12,029 | $450K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 11,930 | $447K |
| Freedom Investment Management, Inc. | 0.04% | New | 11,931 | $447K |
| Berkeley, Inc | 0.27% | Reduce -6.5% | 11,759 | $440K |
| Waverly Advisors, LLC | 0.01% | New | 11,629 | $435K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,557 | $433K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.1% | 10,806 | $405K |
| Choreo, LLC | 0.01% | Add +22.1% | 9,914 | $371K |
| TBH Global Asset Management, LLC | 0.07% | Reduce -7.0% | 9,864 | $369K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +32.1% | 9,246 | $346K |
| JPMorgan Chase & Co. | 0.00% | Add +5.2% | 9,174 | $344K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +41.4% | 8,636 | $323K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 8,526 | $319K |
| Morgan Stanley | 0.00% | Add +14.1% | 7,720 | $289K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +4.9% | 7,455 | $279K |
| Flow Traders U.S. LLC | 0.01% | New | 7,228 | $271K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.4% | 7,020 | $263K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 7,012 | $263K |
| NewEdge Advisors, LLC | 0.00% | Add +5502.5% | 6,667 | $250K |
| StoneX Group Inc. | 0.02% | New | 6,583 | $247K |
| First Bank & Trust | 0.05% | New | 6,458 | $242K |
| D. E. Shaw & Co. | 0.00% | New | 6,354 | $238K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.1% | 5,979 | $224K |
| Financial Advisors, LLC | 0.05% | Add +0.1% | 5,856 | $219K |
| Raymond James Trust Co. of NH | 2.15% | Add +1.9% | 5,761 | $216K |
| Cetera Investment Advisers | 0.00% | New | 5,741 | $215K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 5,650 | $212K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -11.6% | 5,394 | $202K |
| Harbour Investments, Inc. | 0.01% | Reduce -21.4% | 4,988 | $187K |
| S.A. Mason LLC | 0.10% | Reduce -4.8% | 4,638 | $174K |
| Criterion Capital Advisors, LLC | 0.10% | Reduce -69.6% | 3,892 | $146K |
| Wetzel Investment Advisors, Inc. | 0.08% | Reduce -4.5% | 3,839 | $136K |
| Spire Wealth Management | 0.00% | No change | 2,990 | $112K |
| FMR LLC | 0.00% | Add +6.0% | 2,818 | $106K |
| Stephens Consulting, LLC | 0.03% | Add +0.0% | 2,328 | $87K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +17.4% | 1,840 | $69K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,753 | $66K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.3% | 1,335 | $48K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 1,152 | $43K |
| Colonial Trust Advisors | 0.00% | No change | 1,125 | $42K |
| Front Row Advisors LLC | 0.01% | Add +2.9% | 1,080 | $40K |
| Pacific Center for Financial Services | 0.01% | No change | 834 | $31K |
| Comerica Bank | 0.00% | Reduce -71.4% | 702 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | New | 640 | $24K |
| Blue Trust, Inc. | 0.00% | New | 592 | $22K |
| Beacon Capital Management, LLC | 0.00% | No change | 555 | $21K |
| Founders Financial Alliance, LLC | 0.01% | Add +272.3% | 484 | $18K |
| US Bancorp \de | 0.00% | Reduce -32.1% | 454 | $17K |
| Aspect Partners, LLC | 0.01% | No change | 379 | $14K |
| Global Assets Advisory, LLC | 0.01% | New | 332 | $12K |
| Blair William & Co. | 0.00% | No change | 317 | $12K |
| Studio Investment Management LLC | 0.00% | New | 309 | $12K |
| WR Wealth Planners, LLC | 0.00% | New | 278 | $10K |
| Clearstead Advisors, LLC | 0.00% | No change | 242 | $9K |
"% 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.