iShares MSCI USA Small-Cap MSMMVETF
13F holders, Q2 2025 (June 30)124holders +3
12new positions
10sold out
1famous investor
$42.01avg. 13F price*
At the end of Q2 2025, 124 institutions reported holding iShares MSCI USA Small-Cap M (SMMV) in their 13F filings, up 3 from Q1 2025. 12 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($53.0M), Mercer Global Advisors Inc. ($20.9M) and Envestnet Asset Management Inc. ($19.4M). One famous investor held it 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $21.2M |
| Exits | 10 | $2.2M |
All 13F filers, Q1 2025 → Q2 2025: 918,039 shares bought and 234,759 shares sold, net +683,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Bank of America Corp. | 0.00% | Add +0.1% | 1,261,708 | $53.0M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -8.5% | 497,382 | $20.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.3% | 461,809 | $19.4M |
| Mariner, LLC | 0.02% | New | 384,640 | $16.2M |
| Wells Fargo & Company | 0.00% | Add +484.2% | 358,555 | $15.1M |
| Wealth Management Resources, Inc. | 4.15% | Add +1.9% | 289,440 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 278,100 | $11.7M |
| Ameriprise Financial Inc. | 0.00% | Add +11.6% | 207,254 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.8% | 177,992 | $7.5M |
| LPL Financial LLC | 0.00% | Add +17.0% | 163,857 | $6.9M |
| Brickley Wealth Management | 1.05% | Reduce -0.0% | 127,938 | $5.4M |
| Creative Planning | 0.00% | Reduce -0.3% | 88,714 | $3.7M |
| Sagespring Wealth Partners, LLC | 0.08% | Reduce -7.2% | 86,111 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.6% | 72,657 | $3.1M |
| UBS Group AG | 0.00% | Reduce -1.5% | 69,726 | $2.9M |
| Rehmann Capital Advisory Group | 0.17% | Add +0.3% | 68,627 | $2.9M |
| Modern Wealth Management, LLC | 0.07% | Add +6.3% | 65,633 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -1.8% | 60,742 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.5% | 55,625 | $2.3M |
| Armbruster Capital Management, Inc. | 0.36% | Add +17.6% | 47,350 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -32.5% | 39,342 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 37,690 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +59.7% | 36,302 | $1.5M |
| Moloney Securities Asset Management, LLC | 0.19% | Add +3.8% | 36,205 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.3% | 34,726 | $1.5M |
| Burns Matteson Capital Management, LLC | 0.70% | Reduce -0.5% | 34,353 | $1.4M |
| Sage Mountain Advisors LLC | 0.09% | No change | 33,080 | $1.4M |
| Leelyn Smith, LLC | 0.20% | No change | 28,961 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce 0.0% | 26,794 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.4% | 25,460 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.2% | 24,686 | $1.0M |
| Advisory Services Network, LLC | 0.02% | New | 24,763 | $1.0M |
| Patriot Investment Management Group, Inc. | 0.07% | No change | 22,399 | $941K |
| MFA Wealth Services | 0.59% | Add +10.3% | 18,814 | $790K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.6% | 18,742 | $787K |
| Osaic Holdings, Inc. | 0.00% | Add +26.3% | 17,044 | $716K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.8% | 15,393 | $647K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.9% | 15,063 | $633K |
| MML Investors Services, LLC | 0.00% | Add +55.1% | 14,256 | $599K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +0.1% | 13,306 | $559K |
| Fortune Financial Advisors, LLC | 0.44% | Add +0.3% | 13,106 | $551K |
| Thrivent Financial for Lutherans | 0.00% | New | 12,221 | $513K |
| Morgan Stanley | 0.00% | Add +57.7% | 12,142 | $510K |
| Regatta Capital Group, LLC | 0.09% | New | 12,099 | $508K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.8% | 11,549 | $485K |
| High Net Worth Advisory Group LLC | 0.12% | Reduce -2.9% | 10,837 | $455K |
| Captrust Financial Advisors | 0.00% | No change | 10,626 | $446K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.2% | 10,346 | $435K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Reduce -0.7% | 10,141 | $426K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.3% | 9,851 | $414K |
| Corient Private Wealth LP | 0.00% | No change | 9,043 | $380K |
| Rossby Financial, LCC | 0.14% | Add +317.8% | 8,940 | $376K |
| Hibernia Wealth Partners, LLC | 0.14% | Add +80.4% | 8,936 | $375K |
| Cowa, LLC | 0.14% | New | 8,846 | $372K |
| IHT Wealth Management, LLC | 0.01% | No change | 8,736 | $367K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +6.1% | 8,667 | $364K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -0.4% | 8,165 | $343K |
| Nova Wealth Management, Inc. | 0.25% | Add +2632.3% | 7,951 | $334K |
| Opulen Financial Group LLC | 0.26% | Add +0.3% | 7,589 | $319K |
| D.A. Davidson & Co. | 0.00% | New | 7,511 | $316K |
| Coldstream Capital Management Inc. | 0.01% | New | 7,411 | $311K |
| Two Sigma Investments, LP | 0.00% | Reduce -76.7% | 7,200 | $302K |
| Choreo, LLC | 0.00% | Reduce -22.5% | 7,126 | $299K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -3.9% | 7,028 | $295K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 7,012 | $295K |
| Cetera Investment Advisers | 0.00% | Add +12.2% | 6,780 | $285K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.1% | 6,740 | $283K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -4.1% | 6,635 | $279K |
| D. E. Shaw & Co. | 0.00% | Reduce -51.2% | 6,452 | $271K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.9% | 6,000 | $252K |
| StoneX Group Inc. | 0.01% | Reduce -9.9% | 5,989 | $252K |
| First Bank & Trust | 0.04% | Reduce -1.2% | 5,881 | $247K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 5,428 | $228K |
| Waverly Advisors, LLC | 0.00% | Reduce -3.4% | 5,383 | $226K |
| Joel Adams & Associates, Inc. | 0.20% | Reduce -52.1% | 5,378 | $226K |
| Lido Advisors, LLC | 0.00% | No change | 5,359 | $225K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -2.1% | 5,315 | $223K |
| Stifel Financial Corp. | 0.00% | New | 5,032 | $211K |
| Rik Saylor Financial, Inc. | 0.16% | Reduce -1.9% | 4,977 | $209K |
| Professional Financial Advisors, LLC | 0.05% | New | 4,846 | $204K |
| S.A. Mason LLC | 0.09% | Add +0.1% | 4,633 | $195K |
| Harbour Investments, Inc. | 0.00% | Reduce -14.2% | 4,238 | $178K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +9.5% | 3,343 | $140K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.9% | 3,177 | $133K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -47.6% | 3,173 | $133K |
| Spire Wealth Management | 0.00% | No change | 2,990 | $126K |
| FMR LLC | 0.00% | Reduce -4.5% | 2,356 | $99K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -16.5% | 1,933 | $81K |
| Bank of Montreal | 0.00% | No change | 1,793 | $75K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,753 | $74K |
| Comerica Bank | 0.00% | No change | 1,389 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,375 | $58K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.2% | 1,360 | $57K |
| Reyes Financial Architecture, Inc. | 0.05% | No change | 1,332 | $56K |
| Global Retirement Partners, LLC | 0.00% | — | 1,153 | $48K |
| Colonial Trust Advisors | 0.00% | No change | 1,125 | $47K |
| Front Row Advisors LLC | 0.02% | No change | 1,050 | $44K |
| Harbor Asset Planning, Inc. | 0.04% | — | 895 | $38K |
| AE Wealth Management LLC | 0.00% | Reduce -37.9% | 892 | $37K |
| Pacific Center for Financial Services | 0.01% | No change | 635 | $27K |
| Beacon Capital Management, LLC | 0.00% | Add +0.5% | 605 | $25K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 528 | $22K |
| Fairscale Capital, LLC | 0.01% | No change | 394 | $16K |
| Bfsg, LLC | 0.00% | No change | 386 | $16K |
| MAI Capital Management | 0.00% | Reduce -44.3% | 346 | $15K |
| Blair William & Co. | 0.00% | No change | 317 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 242 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -55.4% | 187 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 180 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Add +18.6% | 140 | $6K |
| Millstone Evans Group, LLC | 0.00% | Reduce -68.5% | 136 | $6K |
| Farther Finance Advisors, LLC | 0.00% | New | 115 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -37.4% | 97 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -98.6% | 97 | $4K |
| Cwm, LLC | 0.00% | New | 107 | $4K |
| Archer Investment Corp | 0.00% | No change | 67 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 61 | $3K |
| Sachetta, LLC | 0.00% | Add +1.8% | 58 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 57 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 44 | $2K |
| Stephens Consulting, LLC | 0.00% | Reduce -99.0% | 21 | $883 |
| Fifth Third Bancorp | 0.00% | No change | 13 | $546 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 12 | $493 |
| Premier Financial Group | 0.00% | — | 1 | $42 |
"% 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.