iShares MSCI USA Small-Cap MSMMVETF
13F holders, Q3 2025 (September 30)121holders −3
9new positions
10sold out
1famous investor
$43.05avg. 13F price*
At the end of Q3 2025, 121 institutions reported holding iShares MSCI USA Small-Cap M (SMMV) in their 13F filings, down 3 from Q2 2025. 9 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($54.1M), Mercer Global Advisors Inc. ($19.5M) and Wells Fargo & Company ($17.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.1M |
| Exits | 10 | $2.2M |
All 13F filers, Q2 2025 → Q3 2025: 240,429 shares bought and 1,154,854 shares sold, net −914,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Bank of America Corp. | 0.00% | Reduce -0.5% | 1,255,902 | $54.1M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -8.8% | 453,669 | $19.5M |
| Wells Fargo & Company | 0.00% | Add +12.5% | 403,288 | $17.4M |
| Wealth Management Resources, Inc. | 4.07% | Add +0.8% | 291,848 | $12.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.0% | 264,328 | $11.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.8% | 176,529 | $7.6M |
| LPL Financial LLC | 0.00% | Reduce -3.1% | 158,728 | $6.8M |
| Brickley Wealth Management | 0.95% | Reduce -0.7% | 127,031 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +135.9% | 92,802 | $4.0M |
| Creative Planning | 0.00% | Reduce -0.6% | 88,182 | $3.8M |
| Sagespring Wealth Partners, LLC | 0.07% | Reduce -4.9% | 81,922 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +414.6% | 77,511 | $3.3M |
| UBS Group AG | 0.00% | Add +3.7% | 72,290 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 70,582 | $3.0M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -1.0% | 67,970 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +11.7% | 67,873 | $2.9M |
| Modern Wealth Management, LLC | 0.06% | Add +1.8% | 66,825 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -69.6% | 62,921 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.3% | 53,228 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -89.3% | 49,408 | $2.1M |
| Armbruster Capital Management, Inc. | 0.34% | Reduce -1.4% | 46,700 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.4% | 36,413 | $1.6M |
| Burns Matteson Capital Management, LLC | 0.61% | Reduce -1.7% | 33,773 | $1.5M |
| Sage Mountain Advisors LLC | 0.08% | No change | 33,080 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.6% | 31,378 | $1.4M |
| Leelyn Smith, LLC | 0.19% | Add +1.3% | 29,323 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.7% | 26,972 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +6.7% | 26,417 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Add +0.1% | 25,473 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 22,399 | $964K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -13.6% | 21,326 | $918K |
| Moloney Securities Asset Management, LLC | 0.10% | Reduce -46.0% | 19,546 | $841K |
| MFA Wealth Services | 0.56% | Add +0.5% | 18,902 | $814K |
| Regatta Capital Group, LLC | 0.12% | Add +48.0% | 17,910 | $771K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.7% | 17,495 | $753K |
| Coldstream Capital Management Inc. | 0.01% | Add +119.3% | 16,256 | $700K |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 14,272 | $614K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +0.1% | 13,314 | $570K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.1% | 12,428 | $535K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -65.9% | 12,395 | $534K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 12,286 | $529K |
| HRT Financial LP | 0.00% | New | 12,218 | $525K |
| Cetera Investment Advisers | 0.00% | Add +72.5% | 11,697 | $504K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.4% | 11,641 | $501K |
| Cowa, LLC | 0.16% | Add +20.2% | 10,636 | $458K |
| Fortune Financial Advisors, LLC | 0.34% | Reduce -19.2% | 10,594 | $456K |
| High Net Worth Advisory Group LLC | 0.11% | Reduce -2.3% | 10,588 | $456K |
| Captrust Financial Advisors | 0.00% | Reduce -1.5% | 10,466 | $451K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +46.3% | 10,281 | $443K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Add +0.4% | 10,178 | $438K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.2% | 9,870 | $425K |
| Morgan Stanley | 0.00% | Reduce -28.8% | 8,645 | $372K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.5% | 8,605 | $370K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -4.1% | 8,312 | $357K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +57.4% | 8,363 | $356K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -24.8% | 7,783 | $335K |
| Opulen Financial Group LLC | 0.25% | Add +1.8% | 7,723 | $332K |
| D.A. Davidson & Co. | 0.00% | No change | 7,511 | $323K |
| Professional Financial Advisors, LLC | 0.07% | Add +51.6% | 7,349 | $316K |
| StoneX Group Inc. | 0.01% | Add +19.3% | 7,144 | $308K |
| Choreo, LLC | 0.00% | Add +0.1% | 7,135 | $307K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 7,012 | $302K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -43.5% | 6,523 | $281K |
| Mariner, LLC | 0.00% | Reduce -98.3% | 6,509 | $280K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 6,001 | $258K |
| TBH Global Asset Management, LLC | 0.05% | New | 5,882 | $253K |
| Stifel Financial Corp. | 0.00% | Add +12.2% | 5,648 | $243K |
| Citadel Advisors | 0.00% | New | 5,397 | $232K |
| Lido Advisors, LLC | 0.00% | No change | 5,359 | $231K |
| First Bank & Trust | 0.04% | Reduce -9.5% | 5,322 | $229K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -19.7% | 5,325 | $228K |
| Nova Wealth Management, Inc. | 0.16% | Reduce -34.6% | 5,199 | $224K |
| Waverly Advisors, LLC | 0.00% | Reduce -5.9% | 5,067 | $218K |
| Rik Saylor Financial, Inc. | 0.16% | Reduce -0.5% | 4,952 | $213K |
| S.A. Mason LLC | 0.09% | Add +0.1% | 4,638 | $200K |
| Harbour Investments, Inc. | 0.00% | Add +4.0% | 4,409 | $190K |
| Ameritas Advisory Services, LLC | 0.01% | Add +24.7% | 3,957 | $170K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +13.3% | 3,787 | $163K |
| Farther Finance Advisors, LLC | 0.00% | Add +2874.8% | 3,421 | $147K |
| Spire Wealth Management | 0.00% | No change | 2,990 | $129K |
| FMR LLC | 0.00% | Add +25.0% | 2,946 | $127K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +13.0% | 2,185 | $94K |
| Bank of Montreal | 0.00% | No change | 1,793 | $77K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,753 | $75K |
| Comerica Bank | 0.00% | No change | 1,389 | $60K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,375 | $59K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.3% | 1,364 | $59K |
| Reyes Financial Architecture, Inc. | 0.04% | No change | 1,332 | $57K |
| Colonial Trust Advisors | 0.00% | No change | 1,125 | $48K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.0% | 1,107 | $48K |
| Front Row Advisors LLC | 0.02% | No change | 1,050 | $45K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.6% | 900 | $39K |
| AE Wealth Management LLC | 0.00% | Reduce -0.6% | 887 | $38K |
| Ashton Thomas Securities, LLC | 0.01% | New | 871 | $37K |
| Pacific Center for Financial Services | 0.01% | No change | 635 | $27K |
| Root Financial Partners, LLC | 0.00% | New | 617 | $27K |
| Ascentis Wealth Management, LLC | 0.01% | Add +9.5% | 578 | $25K |
| Founders Financial Alliance, LLC | 0.00% | New | 484 | $21K |
| Fairscale Capital, LLC | 0.01% | No change | 394 | $17K |
| Bfsg, LLC | 0.00% | No change | 386 | $17K |
"% 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.