iShares MSCI USA Small-Cap MSMMVETF
13F holders, Q4 2024 (December 31)124holders +2
8new positions
11sold out
2famous investors
$41.45avg. 13F price*
At the end of Q4 2024, 124 institutions reported holding iShares MSCI USA Small-Cap M (SMMV) in their 13F filings, up 2 from Q3 2024. 8 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($49.3M), Mercer Global Advisors Inc. ($24.6M) and Envestnet Asset Management Inc. ($23.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.1M |
| Exits | 11 | $7.6M |
All 13F filers, Q3 2024 → Q4 2024: 367,903 shares bought and 554,747 shares sold, net −186,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Bank of America Corp. | 0.00% | Add +15.1% | 1,188,659 | $49.3M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -21.8% | 594,029 | $24.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.1% | 571,505 | $23.7M |
| Raymond James Financial Inc. | 0.01% | — | 325,536 | $13.5M |
| Wealth Management Resources, Inc. | 4.33% | Reduce -15.5% | 283,350 | $11.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 188,402 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 182,526 | $7.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.7% | 173,050 | $7.2M |
| LPL Financial LLC | 0.00% | Reduce -4.7% | 144,091 | $6.0M |
| Brickley Wealth Management | 1.08% | No change | 127,959 | $5.3M |
| Executive Wealth Management, LLC | 0.40% | Reduce -9.4% | 123,304 | $5.1M |
| Summit Global Investments | 0.32% | Reduce -0.1% | 122,226 | $5.1M |
| Sagespring Wealth Partners, LLC | 0.12% | — | 107,558 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -21.9% | 93,971 | $3.9M |
| Creative Planning | 0.00% | Reduce -1.5% | 88,408 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +509.8% | 84,699 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +39.2% | 75,139 | $3.1M |
| UBS Group AG | 0.00% | Reduce -0.3% | 74,492 | $3.1M |
| Wade Financial Advisory, Inc | 0.97% | Reduce -3.9% | 69,287 | $2.9M |
| Rehmann Capital Advisory Group | 0.18% | Reduce -1.0% | 68,413 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -14.9% | 65,678 | $2.7M |
| High Net Worth Advisory Group LLC | 0.50% | Reduce -2.8% | 43,133 | $1.8M |
| Independent Advisor Alliance | 0.02% | New | 40,155 | $1.7M |
| Armbruster Capital Management, Inc. | 0.33% | Reduce -0.2% | 39,700 | $1.6M |
| Burns Matteson Capital Management, LLC | 0.80% | Reduce 0.0% | 34,543 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.4% | 33,877 | $1.4M |
| Sage Mountain Advisors LLC | 0.10% | No change | 33,080 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.17% | Add +4.2% | 29,645 | $1.2M |
| Leelyn Smith, LLC | 0.22% | No change | 29,310 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -21.4% | 29,038 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.1% | 27,117 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.1% | 26,317 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +0.7% | 25,248 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +95.6% | 23,758 | $985K |
| Patriot Investment Management Group, Inc. | 0.07% | Add +11.8% | 23,217 | $963K |
| Citadel Advisors | 0.00% | Add +17.5% | 22,411 | $929K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -4.0% | 21,736 | $901K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.3% | 20,900 | $867K |
| Wells Fargo & Company | 0.00% | Add +29.3% | 20,886 | $866K |
| MFA Wealth Services | 0.57% | — | 17,077 | $708K |
| Joel Adams & Associates, Inc. | 0.63% | — | 16,841 | $698K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -50.8% | 14,780 | $613K |
| Janney Montgomery Scott LLC | 0.00% | New | 14,691 | $609K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +1.7% | 13,293 | $551K |
| D. E. Shaw & Co. | 0.00% | Reduce -18.2% | 13,232 | $549K |
| Fortune Financial Advisors, LLC | 0.50% | Reduce -1.3% | 13,145 | $545K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.6% | 12,110 | $502K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +29.6% | 11,655 | $483K |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 10,626 | $441K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +44.3% | 10,604 | $440K |
| MML Investors Services, LLC | 0.00% | Reduce -18.7% | 10,195 | $423K |
| Adamsbrown Wealth Consultants LLC | 0.14% | Add +0.9% | 10,172 | $422K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.7% | 9,578 | $397K |
| Global View Capital Management LLC | 0.14% | — | 9,546 | $395K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +28.4% | 9,431 | $391K |
| Choreo, LLC | 0.01% | Reduce -6.7% | 9,247 | $383K |
| Corient Private Wealth LP | 0.00% | Reduce -9.2% | 9,043 | $375K |
| IHT Wealth Management, LLC | 0.01% | Reduce -14.9% | 8,925 | $370K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -4.8% | 8,831 | $366K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.8% | 8,338 | $346K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 8,167 | $338K |
| Morgan Stanley | 0.00% | Reduce -23.9% | 7,905 | $328K |
| Opulen Financial Group LLC | 0.29% | — | 7,702 | $319K |
| StoneX Group Inc. | 0.02% | Reduce -18.6% | 7,337 | $304K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -32.0% | 7,217 | $299K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 7,012 | $291K |
| Avantax Advisory Services, Inc. | 0.00% | Add +24.9% | 6,673 | $277K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.2% | 6,484 | $269K |
| Cetera Investment Advisers | 0.00% | Add +29.3% | 6,417 | $266K |
| Cable Hill Partners, LLC | 0.03% | No change | 6,368 | $264K |
| Flow Traders U.S. LLC | 0.01% | Reduce -22.9% | 6,326 | $262K |
| McNaughton Wealth Management, LLC | 0.13% | No change | 6,273 | $260K |
| TBH Global Asset Management, LLC | 0.06% | New | 6,065 | $251K |
| First Bank & Trust | 0.05% | No change | 5,963 | $247K |
| Lido Advisors, LLC | 0.00% | New | 5,510 | $228K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 5,419 | $225K |
| Rik Saylor Financial, Inc. | 0.19% | — | 5,072 | $210K |
| Hibernia Wealth Partners, LLC | 0.16% | Reduce -49.9% | 4,948 | $205K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.0% | 4,938 | $205K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.9% | 4,862 | $202K |
| S.A. Mason LLC | 0.10% | Add +0.1% | 4,668 | $194K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 4,286 | $178K |
| Criterion Capital Advisors, LLC | 0.08% | No change | 3,377 | $126K |
| Spire Wealth Management | 0.00% | No change | 2,990 | $124K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +2.5% | 2,740 | $114K |
| Stephens Consulting, LLC | 0.02% | Add +0.1% | 2,334 | $97K |
| FMR LLC | 0.00% | Add +8.1% | 2,298 | $95K |
| Bank of Montreal | 0.00% | No change | 1,756 | $73K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,753 | $73K |
| AE Wealth Management LLC | 0.00% | New | 1,436 | $60K |
| Comerica Bank | 0.00% | Reduce -26.7% | 1,389 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,375 | $57K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 1,353 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.5% | 1,351 | $56K |
| Reyes Financial Architecture, Inc. | 0.04% | — | 1,332 | $55K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,152 | $48K |
| Colonial Trust Advisors | 0.00% | No change | 1,125 | $47K |
| Front Row Advisors LLC | 0.01% | No change | 1,050 | $44K |
| Pacific Center for Financial Services | 0.01% | No change | 754 | $31K |
| Beacon Capital Management, LLC | 0.00% | Add +0.5% | 599 | $25K |
| ORG Partners LLC | 0.00% | Add +0.6% | 528 | $22K |
| Founders Financial Alliance, LLC | 0.01% | No change | 484 | $20K |
| Millstone Evans Group, LLC | 0.01% | — | 429 | $18K |
| Fairscale Capital, LLC | 0.01% | No change | 394 | $16K |
| Bfsg, LLC | 0.00% | No change | 386 | $16K |
| Blair William & Co. | 0.00% | No change | 317 | $13K |
| MAI Capital Management | 0.00% | New | 276 | $11K |
| Clearstead Advisors, LLC | 0.00% | No change | 242 | $10K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +0.5% | 221 | $9K |
| Transcendent Capital Group LLC | 0.00% | No change | 194 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 180 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 147 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 118 | $5K |
| 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 | $3K |
| Sachetta, LLC | 0.00% | No change | 57 | $2K |
| PFG Private Wealth Management, LLC | 0.00% | Reduce -24.3% | 56 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.8% | 57 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 44 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -68.4% | 12 | $1K |
| Avior Wealth Management, LLC | 0.00% | Reduce -91.6% | 21 | $870 |
| Fifth Third Bancorp | 0.00% | No change | 13 | $539 |
| Future Financial Wealth Managment LLC | 0.00% | No change | 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.