iShares MSCI USA Small-Cap MSMMVETF
13F holders, Q3 2024 (September 30)122holders −1
18new positions
18sold out
2famous investors
$40.79avg. 13F price*
At the end of Q3 2024, 122 institutions reported holding iShares MSCI USA Small-Cap M (SMMV) in their 13F filings, down 1 from Q2 2024. 18 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($42.1M), Mercer Global Advisors Inc. ($30.9M) and Envestnet Asset Management Inc. ($24.6M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $14.7M |
| Exits | 18 | $8.0M |
All 13F filers, Q2 2024 → Q3 2024: 511,478 shares bought and 13,708,682 shares sold, net −13,197,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Bank of America Corp. | 0.00% | Add +0.9% | 1,032,526 | $42.1M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -11.9% | 759,957 | $30.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.8% | 602,154 | $24.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -5.9% | 408,756 | $16.7M |
| Wealth Management Resources, Inc. | 5.49% | Add +1.7% | 335,456 | $13.7M |
| Raymond James & Associates | 0.01% | Reduce -98.5% | 199,403 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.2% | 191,956 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 183,661 | $7.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +150.4% | 162,266 | $6.6M |
| Two Sigma Investments, LP | 0.01% | New | 152,500 | $6.2M |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 151,164 | $6.2M |
| Executive Wealth Management, LLC | 0.44% | New | 136,033 | $5.6M |
| Brickley Wealth Management | 1.07% | Add +0.9% | 127,959 | $5.2M |
| Summit Global Investments | 0.32% | Reduce -3.4% | 122,336 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -12.5% | 120,388 | $4.9M |
| Creative Planning | 0.00% | Reduce -0.8% | 89,748 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -1.0% | 77,161 | $3.1M |
| UBS Group AG | 0.00% | Add +1.0% | 74,724 | $3.0M |
| Wade Financial Advisory, Inc | 0.99% | Add +2.9% | 72,060 | $2.9M |
| Rehmann Capital Advisory Group | 0.18% | Reduce -3.0% | 69,122 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +31.5% | 53,987 | $2.2M |
| High Net Worth Advisory Group LLC | 0.50% | Add +0.8% | 44,362 | $1.8M |
| Armbruster Capital Management, Inc. | 0.32% | Reduce -1.7% | 39,775 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.7% | 36,950 | $1.5M |
| Burns Matteson Capital Management, LLC | 0.79% | Reduce -8.6% | 34,544 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.4% | 33,750 | $1.4M |
| Sage Mountain Advisors LLC | 0.12% | No change | 33,080 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.2% | 30,012 | $1.2M |
| Leelyn Smith, LLC | 0.22% | Reduce -0.2% | 29,310 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.16% | Add +11.1% | 28,459 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -28.3% | 27,415 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -39.9% | 26,295 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -7.2% | 25,062 | $1.0M |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -4.1% | 22,653 | $924K |
| Private Advisor Group, LLC | 0.01% | Reduce -1.3% | 22,549 | $920K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 20,772 | $847K |
| Citadel Advisors | 0.00% | Reduce -33.3% | 19,070 | $778K |
| D. E. Shaw & Co. | 0.00% | New | 16,181 | $660K |
| Wells Fargo & Company | 0.00% | Reduce -39.7% | 16,151 | $659K |
| JPMorgan Chase & Co. | 0.00% | Add +320.4% | 13,889 | $567K |
| Fortune Financial Advisors, LLC | 0.49% | Reduce -1.9% | 13,319 | $543K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Reduce -19.3% | 13,071 | $533K |
| Jane Street Group, LLC | 0.00% | New | 12,807 | $523K |
| MML Investors Services, LLC | 0.00% | Reduce -55.1% | 12,546 | $512K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.5% | 12,145 | $496K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.6% | 12,038 | $491K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -10.2% | 10,611 | $433K |
| IHT Wealth Management, LLC | 0.01% | Reduce -9.4% | 10,494 | $428K |
| Osaic Holdings, Inc. | 0.00% | Add +29.3% | 10,491 | $428K |
| Captrust Financial Advisors | 0.00% | Reduce -7.9% | 10,484 | $428K |
| Morgan Stanley | 0.00% | Add +19.3% | 10,387 | $424K |
| Adamsbrown Wealth Consultants LLC | 0.14% | Reduce -18.0% | 10,080 | $411K |
| Corient Private Wealth LP | 0.00% | Reduce -1.5% | 9,958 | $406K |
| Choreo, LLC | 0.01% | Reduce -0.6% | 9,914 | $404K |
| Hibernia Wealth Partners, LLC | 0.14% | Add +0.1% | 9,882 | $403K |
| Raymond James Trust N.A. | 0.01% | Reduce -93.5% | 9,860 | $402K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -6.2% | 9,272 | $378K |
| StoneX Group Inc. | 0.03% | Add +38.6% | 9,012 | $368K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -10.5% | 8,991 | $367K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 8,429 | $344K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.9% | 8,409 | $343K |
| Flow Traders U.S. LLC | 0.02% | New | 8,210 | $335K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -1.0% | 8,167 | $333K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.1% | 7,358 | $300K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.3% | 7,345 | $300K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 7,349 | $300K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 7,012 | $286K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.4% | 6,473 | $264K |
| Cable Hill Partners, LLC | 0.03% | New | 6,368 | $260K |
| McNaughton Wealth Management, LLC | 0.12% | New | 6,273 | $256K |
| First Bank & Trust | 0.05% | No change | 5,963 | $243K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.7% | 5,714 | $233K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 5,413 | $221K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -15.1% | 5,342 | $218K |
| Harbour Investments, Inc. | 0.01% | No change | 4,988 | $204K |
| Cetera Investment Advisers | 0.00% | Reduce -11.7% | 4,963 | $202K |
| S.A. Mason LLC | 0.10% | Add +0.3% | 4,663 | $190K |
| Criterion Capital Advisors, LLC | 0.08% | No change | 3,377 | $126K |
| Spire Wealth Management | 0.00% | No change | 2,990 | $122K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +28.0% | 2,672 | $109K |
| Stephens Consulting, LLC | 0.02% | Add +0.1% | 2,332 | $95K |
| FMR LLC | 0.00% | Reduce -7.8% | 2,125 | $87K |
| Comerica Bank | 0.00% | Add +179.5% | 1,895 | $77K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,753 | $72K |
| Bank of Montreal | 0.00% | New | 1,756 | $71K |
| Citigroup Inc. | 0.00% | New | 1,459 | $60K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,375 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.5% | 1,345 | $55K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 1,253 | $51K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,152 | $47K |
| Colonial Trust Advisors | 0.00% | No change | 1,125 | $46K |
| Ashton Thomas Securities, LLC | 0.01% | Add +390.6% | 1,094 | $45K |
| Front Row Advisors LLC | 0.02% | Reduce -2.8% | 1,050 | $43K |
| Pacific Center for Financial Services | 0.01% | No change | 754 | $31K |
| Beacon Capital Management, LLC | 0.00% | Add +0.7% | 596 | $24K |
| ORG Partners LLC | 0.00% | No change | 525 | $21K |
| Founders Financial Alliance, LLC | 0.01% | No change | 484 | $20K |
| Fairscale Capital, LLC | 0.01% | No change | 394 | $16K |
| Bfsg, LLC | 0.00% | New | 386 | $16K |
| Blair William & Co. | 0.00% | No change | 317 | $13K |
| Avior Wealth Management, LLC | 0.00% | Reduce -60.9% | 249 | $10K |
| Clearstead Advisors, LLC | 0.00% | No change | 242 | $10K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -8.0% | 220 | $9K |
| Transcendent Capital Group LLC | 0.00% | New | 194 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 180 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 147 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 118 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 80 | $3K |
| Peterson Financial Group, Inc. | 0.01% | New | 80 | $3K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 74 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 68 | $3K |
| Archer Investment Corp | 0.00% | No change | 67 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 61 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -89.0% | 65 | $2K |
| Sachetta, LLC | 0.00% | Add +1.8% | 57 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 56 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -66.1% | 38 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -80.5% | 44 | $2K |
| Ascentis Independent Advisors | 0.00% | New | 36 | $1K |
| American Capital Advisory, LLC | 0.00% | No change | 16 | $653 |
| Fifth Third Bancorp | 0.00% | No change | 13 | $530 |
| Future Financial Wealth Managment LLC | 0.00% | New | 1 | $41 |
"% 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.