iShares MSCI USA Small-Cap MSMMVETF
13F holders, Q1 2025 (March 31)121holders −3
12new positions
12sold out
2famous investors
$41.45avg. 13F price*
At the end of Q1 2025, 121 institutions reported holding iShares MSCI USA Small-Cap M (SMMV) in their 13F filings, down 3 from Q4 2024. 12 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($52.3M), Mercer Global Advisors Inc. ($22.5M) and Envestnet Asset Management Inc. ($20.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.7M |
| Exits | 12 | $9.7M |
All 13F filers, Q4 2024 → Q1 2025: 265,734 shares bought and 731,107 shares sold, net −465,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Bank of America Corp. | 0.00% | Add +6.1% | 1,260,962 | $52.3M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -8.5% | 543,332 | $22.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.6% | 482,456 | $20.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.4% | 285,078 | $11.8M |
| Wealth Management Resources, Inc. | 4.27% | Add +0.3% | 284,086 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 185,720 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.8% | 184,971 | $7.7M |
| LPL Financial LLC | 0.00% | Reduce -2.8% | 140,053 | $5.8M |
| Brickley Wealth Management | 1.10% | Add +0.0% | 127,960 | $5.3M |
| Sagespring Wealth Partners, LLC | 0.10% | Reduce -13.7% | 92,791 | $3.8M |
| Creative Planning | 0.00% | Add +0.7% | 88,998 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 83,092 | $3.4M |
| UBS Group AG | 0.00% | Reduce -5.0% | 70,788 | $2.9M |
| Rehmann Capital Advisory Group | 0.18% | Add +0.0% | 68,439 | $2.8M |
| Wade Financial Advisory, Inc | 0.95% | Reduce -3.0% | 67,215 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -5.8% | 61,878 | $2.6M |
| Modern Wealth Management, LLC | 0.08% | New | 61,769 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +193.9% | 61,376 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -22.5% | 58,257 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -41.1% | 55,371 | $2.3M |
| Armbruster Capital Management, Inc. | 0.33% | Add +1.4% | 40,275 | $1.7M |
| Moloney Securities Asset Management, LLC | 0.20% | Add +17.6% | 34,878 | $1.4M |
| Burns Matteson Capital Management, LLC | 0.77% | Reduce -0.1% | 34,512 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.2% | 33,936 | $1.4M |
| Sage Mountain Advisors LLC | 0.10% | No change | 33,080 | $1.4M |
| Two Sigma Investments, LP | 0.00% | New | 30,900 | $1.3M |
| Leelyn Smith, LLC | 0.21% | Reduce -1.2% | 28,961 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.2% | 26,795 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.9% | 25,826 | $1.1M |
| 1858 Wealth Management, LLC | 0.89% | New | 25,420 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.1% | 24,977 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -86.9% | 22,735 | $942K |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -3.5% | 22,399 | $928K |
| Private Advisor Group, LLC | 0.01% | Reduce -0.9% | 20,721 | $859K |
| NewEdge Advisors, LLC | 0.00% | Reduce -32.3% | 19,672 | $815K |
| MFA Wealth Services | 0.58% | Reduce -0.1% | 17,062 | $707K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.9% | 14,640 | $607K |
| Osaic Holdings, Inc. | 0.00% | Add +40.9% | 13,495 | $559K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +0.1% | 13,300 | $551K |
| D. E. Shaw & Co. | 0.00% | No change | 13,232 | $548K |
| Fortune Financial Advisors, LLC | 0.47% | Reduce -0.6% | 13,064 | $541K |
| Citadel Advisors | 0.00% | Reduce -44.4% | 12,459 | $516K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -22.0% | 11,457 | $475K |
| Joel Adams & Associates, Inc. | 0.42% | Reduce -33.3% | 11,234 | $466K |
| High Net Worth Advisory Group LLC | 0.13% | Reduce -74.1% | 11,161 | $463K |
| Captrust Financial Advisors | 0.00% | No change | 10,626 | $440K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.7% | 10,321 | $427K |
| Adamsbrown Wealth Consultants LLC | 0.13% | Add +0.3% | 10,208 | $423K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.8% | 9,355 | $388K |
| MML Investors Services, LLC | 0.00% | Reduce -9.8% | 9,193 | $381K |
| Choreo, LLC | 0.01% | Reduce -0.6% | 9,191 | $381K |
| Corient Private Wealth LP | 0.00% | No change | 9,043 | $375K |
| Global View Capital Management LLC | 0.13% | Reduce -7.2% | 8,863 | $367K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.1% | 8,736 | $362K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -7.2% | 8,200 | $340K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 8,167 | $338K |
| Morgan Stanley | 0.00% | Reduce -2.6% | 7,701 | $319K |
| Opulen Financial Group LLC | 0.28% | Reduce -1.7% | 7,569 | $314K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -37.3% | 7,310 | $303K |
| Cable Hill Partners, LLC | 0.03% | Add +13.5% | 7,230 | $297K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 7,012 | $291K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -4.1% | 6,920 | $287K |
| Assetmark, Inc. | 0.00% | New | 6,842 | $284K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.9% | 6,736 | $279K |
| StoneX Group Inc. | 0.02% | Reduce -9.4% | 6,646 | $275K |
| McNaughton Wealth Management, LLC | 0.12% | Reduce -2.3% | 6,130 | $254K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -6.7% | 6,053 | $251K |
| Cetera Investment Advisers | 0.00% | Reduce -5.8% | 6,045 | $251K |
| First Bank & Trust | 0.05% | Reduce -0.1% | 5,955 | $247K |
| Waverly Advisors, LLC | 0.00% | Reduce -33.1% | 5,575 | $231K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,432 | $225K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 5,424 | $225K |
| Lido Advisors, LLC | 0.00% | Reduce -2.7% | 5,359 | $222K |
| Rik Saylor Financial, Inc. | 0.19% | Add +0.1% | 5,075 | $210K |
| Hibernia Wealth Partners, LLC | 0.15% | Add +0.1% | 4,954 | $205K |
| Harbour Investments, Inc. | 0.01% | No change | 4,938 | $205K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 4,842 | $201K |
| S.A. Mason LLC | 0.10% | Reduce -0.9% | 4,628 | $192K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,307 | $137K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +11.4% | 3,053 | $127K |
| Spire Wealth Management | 0.00% | No change | 2,990 | $124K |
| FMR LLC | 0.00% | Add +7.3% | 2,466 | $102K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -46.0% | 2,315 | $96K |
| Stephens Consulting, LLC | 0.02% | Reduce -5.7% | 2,202 | $91K |
| Rossby Financial, LCC | 0.04% | New | 2,140 | $87K |
| Bank of Montreal | 0.00% | Add +2.1% | 1,793 | $74K |
| Provident Wealth Management, LLC | 0.03% | No change | 1,753 | $73K |
| AE Wealth Management LLC | 0.00% | No change | 1,436 | $60K |
| Comerica Bank | 0.00% | No change | 1,389 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,375 | $57K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.3% | 1,357 | $56K |
| Reyes Financial Architecture, Inc. | 0.04% | No change | 1,332 | $55K |
| Colonial Trust Advisors | 0.00% | No change | 1,125 | $47K |
| Front Row Advisors LLC | 0.02% | No change | 1,050 | $44K |
| Pacific Center for Financial Services | 0.01% | Reduce -15.8% | 635 | $26K |
| MAI Capital Management | 0.00% | Add +125.0% | 621 | $26K |
| Beacon Capital Management, LLC | 0.00% | Add +0.5% | 602 | $25K |
| Ascentis Wealth Management, LLC | 0.01% | New | 528 | $22K |
| Founders Financial Alliance, LLC | 0.00% | No change | 484 | $20K |
| Millstone Evans Group, LLC | 0.01% | Add +0.5% | 431 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -69.0% | 419 | $17K |
| 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 |
| Nova Wealth Management, Inc. | 0.01% | New | 291 | $12K |
| Clearstead Advisors, LLC | 0.00% | No change | 242 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 180 | $7K |
| CoreCap Advisors, LLC | 0.00% | Add +5.4% | 155 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 118 | $5K |
| 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% | No change | 56 | $2K |
| Compass Wealth Management LLC | 0.00% | New | 53 | $2K |
| Heritage Wealth Advisors | 0.00% | New | 48 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 57 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 44 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 12 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 18 | $748 |
| 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.