iShares MSCI USA Small-Cap MSMMVETF
13F holders, Q4 2025 (December 31)121holders
13new positions
12sold out
1famous investor
$43.33avg. 13F price*
At the end of Q4 2025, 121 institutions reported holding iShares MSCI USA Small-Cap M (SMMV) in their 13F filings, unchanged from Q3 2025. 13 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($54.4M), Mercer Global Advisors Inc. ($18.9M) and Wells Fargo & Company ($17.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.7M |
| Exits | 12 | $1.4M |
All 13F filers, Q3 2025 → Q4 2025: 137,641 shares bought and 188,169 shares sold, net −50,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Bank of America Corp. | 0.00% | Add +0.0% | 1,256,145 | $54.4M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -3.6% | 437,130 | $18.9M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 402,799 | $17.5M |
| Wealth Management Resources, Inc. | 4.28% | Reduce -3.8% | 280,799 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.0% | 259,105 | $11.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.7% | 171,766 | $7.4M |
| LPL Financial LLC | 0.00% | Add +4.0% | 164,994 | $7.1M |
| Brickley Wealth Management | 0.93% | Add +0.1% | 127,102 | $5.5M |
| Creative Planning | 0.00% | Reduce -9.3% | 79,967 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.1% | 73,549 | $3.2M |
| Sagespring Wealth Partners, LLC | 0.06% | Reduce -13.1% | 71,228 | $3.1M |
| Modern Wealth Management, LLC | 0.05% | Add +2.7% | 68,629 | $3.0M |
| UBS Group AG | 0.00% | Reduce -5.4% | 68,389 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 68,231 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.9% | 67,287 | $2.9M |
| Rehmann Capital Advisory Group | 0.15% | Reduce -1.6% | 66,879 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -30.6% | 64,362 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 63,207 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.8% | 52,788 | $2.3M |
| Armbruster Capital Management, Inc. | 0.33% | Reduce -1.7% | 45,890 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.2% | 45,343 | $2.0M |
| Advisory Services Network, LLC | 0.02% | Add +34.9% | 35,641 | $1.5M |
| Two Sigma Investments, LP | 0.00% | New | 34,900 | $1.5M |
| Burns Matteson Capital Management, LLC | 0.59% | Add +0.3% | 33,856 | $1.5M |
| Sage Mountain Advisors LLC | 0.08% | No change | 33,080 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.0% | 31,387 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.9% | 29,912 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -10.3% | 22,850 | $990K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.5% | 22,408 | $971K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 22,399 | $971K |
| Regatta Capital Group, LLC | 0.14% | Add +22.6% | 21,966 | $952K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.0% | 20,688 | $896K |
| XY Planning Network, Inc. | 0.15% | New | 19,426 | $842K |
| MFA Wealth Services | 0.56% | Add +0.9% | 19,081 | $827K |
| Goldman Sachs Group Inc. | 0.00% | Add +52.3% | 18,879 | $818K |
| Citadel Advisors | 0.00% | Add +248.6% | 18,811 | $815K |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 17,561 | $761K |
| Coldstream Capital Management Inc. | 0.01% | Add +7.0% | 17,398 | $754K |
| Leelyn Smith, LLC | 0.10% | Reduce -43.5% | 16,569 | $718K |
| MML Investors Services, LLC | 0.00% | Add +5.8% | 15,099 | $654K |
| Cowa, LLC | 0.19% | Add +34.0% | 14,251 | $617K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Reduce -2.2% | 13,025 | $564K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.4% | 12,332 | $534K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 12,258 | $531K |
| Cetera Investment Advisers | 0.00% | Add +4.1% | 12,176 | $528K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.4% | 10,547 | $457K |
| Captrust Financial Advisors | 0.00% | No change | 10,466 | $453K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.3% | 10,388 | $450K |
| Fortune Financial Advisors, LLC | 0.29% | Reduce -5.6% | 9,998 | $433K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Reduce -2.9% | 9,882 | $428K |
| Corient Private Wealth LP | 0.00% | New | 9,043 | $392K |
| High Net Worth Advisory Group LLC | 0.09% | Reduce -15.5% | 8,947 | $388K |
| Morgan Stanley | 0.00% | Add +0.1% | 8,649 | $375K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.3% | 8,491 | $368K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 8,312 | $360K |
| Opulen Financial Group LLC | 0.24% | Add +0.3% | 7,748 | $336K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.3% | 7,491 | $325K |
| Professional Financial Advisors, LLC | 0.06% | Reduce -1.0% | 7,278 | $315K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -8.6% | 7,113 | $308K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 7,012 | $304K |
| Flow Traders U.S. LLC | 0.01% | New | 6,919 | $300K |
| Choreo, LLC | 0.00% | Reduce -4.9% | 6,783 | $296K |
| StoneX Group Inc. | 0.01% | Reduce -8.8% | 6,512 | $284K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.6% | 6,093 | $264K |
| Clear Creek Financial Management, LLC | 0.02% | New | 5,733 | $248K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 5,653 | $245K |
| Mariner, LLC | 0.00% | Reduce -15.7% | 5,490 | $238K |
| Lido Advisors, LLC | 0.00% | No change | 5,359 | $231K |
| Nova Wealth Management, Inc. | 0.15% | Add +0.1% | 5,206 | $226K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.6% | 5,124 | $222K |
| First Bank & Trust | 0.04% | Reduce -4.6% | 5,077 | $220K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.8% | 4,978 | $216K |
| Rik Saylor Financial, Inc. | 0.15% | Reduce -3.3% | 4,787 | $207K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -43.2% | 4,753 | $206K |
| Harbour Investments, Inc. | 0.00% | Add +1.4% | 4,473 | $194K |
| S.A. Mason LLC | 0.08% | Reduce -4.3% | 4,438 | $192K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +6.8% | 4,043 | $175K |
| BlackRock, Inc. | 0.00% | New | 3,739 | $162K |
| FMR LLC | 0.00% | Add +25.7% | 3,702 | $160K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,421 | $148K |
| Spire Wealth Management | 0.00% | No change | 2,990 | $130K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -12.4% | 1,915 | $83K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,753 | $76K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,725 | $75K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +3.5% | 1,411 | $61K |
| Reyes Financial Architecture, Inc. | 0.04% | No change | 1,332 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.3% | 1,275 | $55K |
| Colonial Trust Advisors | 0.00% | No change | 1,125 | $49K |
| Front Row Advisors LLC | 0.02% | No change | 1,050 | $45K |
| SageView Advisory Group, LLC | 0.00% | New | 1,031 | $45K |
| AE Wealth Management LLC | 0.00% | Add +8.1% | 959 | $42K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.4% | 904 | $39K |
| Global Retirement Partners, LLC | 0.00% | Reduce -22.5% | 858 | $37K |
| Cwm, LLC | 0.00% | New | 734 | $32K |
| Ascentis Wealth Management, LLC | 0.01% | Add +10.0% | 636 | $28K |
| Pacific Center for Financial Services | 0.01% | No change | 635 | $27K |
| Root Financial Partners, LLC | 0.00% | Add +0.5% | 620 | $27K |
| International Assets Investment Management, LLC | 0.00% | New | 569 | $25K |
| 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.