iShares MSCI USA Small-Cap MSMMVETF
13F holders, Q2 2024 (June 30)123holders +1
11new positions
13sold out
1famous investor
$37.30avg. 13F price*
At the end of Q2 2024, 123 institutions reported holding iShares MSCI USA Small-Cap M (SMMV) in their 13F filings, up 1 from Q1 2024. 11 opened new positions and 13 sold out. The largest holders were Raymond James & Associates ($492.4M), Bank of America Corp. ($38.2M) and Mercer Global Advisors Inc. ($32.2M). 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.6M |
| Exits | 13 | $2.0M |
All 13F filers, Q1 2024 → Q2 2024: 596,540 shares bought and 1,016,040 shares sold, net −419,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Raymond James & Associates | 0.32% | Add +2.3% | 13,202,619 | $492.4M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 1,023,481 | $38.2M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -31.0% | 862,264 | $32.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -28.9% | 690,862 | $25.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +5.3% | 434,548 | $16.2M |
| Wealth Management Resources, Inc. | 5.29% | Add +0.6% | 329,927 | $12.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.4% | 198,369 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 188,888 | $7.1M |
| LPL Financial LLC | 0.00% | Reduce -10.7% | 153,683 | $5.7M |
| Raymond James Trust N.A. | 0.13% | Add +8.6% | 151,555 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.5% | 137,530 | $5.1M |
| Brickley Wealth Management | 1.04% | No change | 126,844 | $4.7M |
| Summit Global Investments | 0.34% | Reduce -0.4% | 126,642 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +838.9% | 114,430 | $4.3M |
| Creative Planning | 0.00% | Add +0.1% | 90,440 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -1.7% | 77,928 | $2.9M |
| UBS Group AG | 0.00% | Reduce -50.9% | 74,013 | $2.8M |
| Rehmann Capital Advisory Group | 0.19% | Add +0.2% | 71,281 | $2.7M |
| Wade Financial Advisory, Inc | 0.94% | Reduce -8.0% | 70,003 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +460.7% | 64,802 | $2.4M |
| High Net Worth Advisory Group LLC | 0.50% | Reduce -1.6% | 44,031 | $1.6M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -0.6% | 43,719 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -25.9% | 41,042 | $1.5M |
| Armbruster Capital Management, Inc. | 0.31% | Reduce -1.6% | 40,475 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +506.7% | 40,447 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.1% | 38,245 | $1.4M |
| Burns Matteson Capital Management, LLC | 0.89% | Reduce -4.2% | 37,778 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.9% | 34,212 | $1.3M |
| Sage Mountain Advisors LLC | 0.11% | No change | 33,080 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.1% | 29,956 | $1.1M |
| Leelyn Smith, LLC | 0.21% | Reduce -4.4% | 29,365 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -49.5% | 28,601 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -67.1% | 27,957 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.1% | 26,999 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +2.2% | 26,768 | $998K |
| CPC Advisors, LLC | 0.16% | Reduce -2.8% | 26,329 | $982K |
| Moloney Securities Asset Management, LLC | 0.14% | Add +196.6% | 25,612 | $955K |
| Marcum Wealth, LLC | 0.09% | Reduce -0.0% | 23,638 | $882K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -3.4% | 23,629 | $881K |
| Private Advisor Group, LLC | 0.01% | Reduce -1.2% | 22,850 | $852K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 20,772 | $775K |
| Evergreen Capital Management LLC | 0.02% | No change | 16,680 | $622K |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.0% | 16,304 | $608K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Reduce -10.5% | 16,196 | $604K |
| Level Four Advisory Services, LLC | 0.02% | New | 13,974 | $521K |
| Fortune Financial Advisors, LLC | 0.31% | Reduce -0.2% | 13,581 | $507K |
| Adamsbrown Wealth Consultants LLC | 0.18% | Reduce -1.4% | 12,294 | $458K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 11,961 | $446K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -1.8% | 11,812 | $441K |
| IHT Wealth Management, LLC | 0.02% | Reduce -36.2% | 11,587 | $432K |
| Captrust Financial Advisors | 0.00% | Reduce -8.2% | 11,384 | $425K |
| Corient Private Wealth LP | 0.00% | New | 10,107 | $377K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +8.7% | 10,050 | $375K |
| Choreo, LLC | 0.01% | Add +0.7% | 9,978 | $371K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -17.1% | 9,886 | $369K |
| Hibernia Wealth Partners, LLC | 0.13% | New | 9,869 | $368K |
| Morgan Stanley | 0.00% | Add +12.8% | 8,705 | $325K |
| Waverly Advisors, LLC | 0.01% | Reduce -26.3% | 8,576 | $320K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -3.2% | 8,251 | $307K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.9% | 8,112 | $303K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +8.2% | 7,592 | $283K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.2% | 7,437 | $277K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 7,012 | $262K |
| StoneX Group Inc. | 0.02% | Reduce -1.3% | 6,500 | $242K |
| Ameritas Advisory Services, LLC | 0.01% | New | 6,447 | $240K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.2% | 6,289 | $235K |
| First Bank & Trust | 0.05% | Reduce -7.7% | 5,963 | $222K |
| Raymond James Trust Co. of NH | 2.04% | Add +1.8% | 5,865 | $219K |
| Financial Advisors, LLC | 0.04% | Add +0.1% | 5,860 | $219K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.9% | 5,812 | $217K |
| Cetera Investment Advisers | 0.00% | Reduce -2.1% | 5,618 | $210K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.2% | 5,407 | $202K |
| Harbour Investments, Inc. | 0.01% | No change | 4,988 | $186K |
| S.A. Mason LLC | 0.10% | Add +0.2% | 4,648 | $173K |
| Wetzel Investment Advisors, Inc. | 0.09% | Add +5.6% | 4,054 | $152K |
| Criterion Capital Advisors, LLC | 0.08% | Reduce -13.2% | 3,377 | $126K |
| JPMorgan Chase & Co. | 0.00% | Reduce -64.0% | 3,304 | $123K |
| Spire Wealth Management | 0.00% | No change | 2,990 | $112K |
| Stephens Consulting, LLC | 0.02% | Add +0.0% | 2,329 | $87K |
| FMR LLC | 0.00% | Reduce -18.2% | 2,305 | $86K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +13.4% | 2,087 | $78K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,753 | $65K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.2% | 1,338 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2400.0% | 1,375 | $51K |
| Assetmark, Inc. | 0.00% | Add +16571.4% | 1,167 | $44K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,152 | $43K |
| Colonial Trust Advisors | 0.00% | No change | 1,125 | $42K |
| Front Row Advisors LLC | 0.01% | No change | 1,080 | $40K |
| International Assets Investment Management, LLC | 0.00% | New | 952 | $36K |
| Pacific Center for Financial Services | 0.01% | Reduce -9.6% | 754 | $28K |
| Comerica Bank | 0.00% | Reduce -3.4% | 678 | $25K |
| Avior Wealth Management, LLC | 0.00% | New | 637 | $24K |
| Blue Trust, Inc. | 0.00% | No change | 592 | $22K |
| Beacon Capital Management, LLC | 0.00% | Add +6.7% | 592 | $22K |
| ORG Partners LLC | 0.00% | New | 525 | $20K |
| Founders Financial Alliance, LLC | 0.01% | No change | 484 | $18K |
| US Bancorp \de | 0.00% | No change | 454 | $17K |
| Fairscale Capital, LLC | 0.01% | — | 394 | $15K |
| Aspect Partners, LLC | 0.01% | No change | 379 | $14K |
| Blair William & Co. | 0.00% | No change | 317 | $12K |
"% 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.