iShares MSCI USA Small-Cap MSMMVETF
13F holders, Q1 2026 (March 31)120holders −1
6new positions
7sold out
1famous investor
$43.62avg. 13F price*
At the end of Q1 2026, 120 institutions reported holding iShares MSCI USA Small-Cap M (SMMV) in their 13F filings, down 1 from Q4 2025. 6 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($54.9M), Mercer Global Advisors Inc. ($15.5M) and Wealth Management Resources, Inc. ($12.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.5M |
| Exits | 7 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 256,227 shares bought and 546,095 shares sold, net −289,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Bank of America Corp. | 0.00% | Add +0.2% | 1,258,841 | $54.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -18.7% | 355,543 | $15.5M |
| Wealth Management Resources, Inc. | 4.25% | Reduce -0.4% | 279,773 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.6% | 249,640 | $10.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.5% | 169,126 | $7.4M |
| LPL Financial LLC | 0.00% | Reduce -18.5% | 134,542 | $5.9M |
| Brickley Wealth Management | 0.95% | Add +0.1% | 127,187 | $5.5M |
| Creative Planning | 0.00% | Add +1.5% | 81,152 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +23.6% | 79,583 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.9% | 72,858 | $3.2M |
| Advisory Services Network, LLC | 0.04% | Add +98.2% | 70,653 | $3.1M |
| Modern Wealth Management, LLC | 0.05% | Reduce -0.3% | 68,386 | $3.0M |
| UBS Group AG | 0.00% | Reduce -1.5% | 67,377 | $2.9M |
| Sagespring Wealth Partners, LLC | 0.05% | Reduce -6.9% | 66,306 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +4.0% | 65,756 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.6% | 64,845 | $2.8M |
| Rehmann Capital Advisory Group | 0.15% | Reduce -3.3% | 64,673 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.7% | 62,995 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +192.8% | 55,271 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.3% | 50,531 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -87.6% | 49,873 | $2.2M |
| GTS Securities LLC | 0.07% | New | 47,778 | $2.1M |
| Armbruster Capital Management, Inc. | 0.33% | Add +1.4% | 46,540 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 44,890 | $2.0M |
| Independent Advisor Alliance | 0.02% | New | 39,215 | $1.7M |
| Two Sigma Investments, LP | 0.00% | Add +4.9% | 36,600 | $1.6M |
| Sage Mountain Advisors LLC | 0.10% | No change | 33,080 | $1.4M |
| Burns Matteson Capital Management, LLC | 0.56% | Reduce -2.9% | 32,886 | $1.4M |
| Citadel Advisors | 0.00% | Add +70.8% | 32,138 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.3% | 31,309 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.9% | 31,089 | $1.4M |
| Regatta Capital Group, LLC | 0.18% | Add +21.4% | 26,676 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +9.7% | 24,587 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.2% | 22,810 | $995K |
| Geneos Wealth Management Inc. | 0.02% | Add +59689.5% | 22,720 | $991K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 22,399 | $977K |
| Coldstream Capital Management Inc. | 0.01% | Add +15.9% | 20,168 | $880K |
| XY Planning Network, Inc. | 0.14% | Add +0.9% | 19,601 | $860K |
| MFA Wealth Services | 0.55% | Add +0.4% | 19,163 | $836K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -10.6% | 18,494 | $807K |
| Private Advisor Group, LLC | 0.00% | Add +2.2% | 17,955 | $783K |
| Leelyn Smith, LLC | 0.09% | Reduce -10.4% | 14,848 | $648K |
| Cowa, LLC | 0.18% | Reduce -2.1% | 13,949 | $608K |
| MML Investors Services, LLC | 0.00% | Reduce -8.8% | 13,765 | $600K |
| Cetera Investment Advisers | 0.00% | Add +3.9% | 12,653 | $552K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 12,391 | $540K |
| Corient Private Wealth LP | 0.00% | Add +36.5% | 12,343 | $538K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.1% | 10,895 | $475K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Reduce -18.4% | 10,622 | $463K |
| Captrust Financial Advisors | 0.00% | No change | 10,466 | $456K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -1.3% | 10,257 | $447K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Add +0.3% | 9,915 | $432K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.0% | 9,914 | $432K |
| Fortune Financial Advisors, LLC | 0.20% | Reduce -10.2% | 8,982 | $392K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 8,609 | $376K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.4% | 8,458 | $369K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -6.6% | 7,764 | $338K |
| Capital Analysts, LLC | 0.01% | New | 7,741 | $337K |
| High Net Worth Advisory Group LLC | 0.08% | Reduce -14.4% | 7,654 | $334K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.0% | 7,488 | $327K |
| Opulen Financial Group LLC | 0.23% | Reduce -3.5% | 7,474 | $326K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 7,012 | $306K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.2% | 6,813 | $297K |
| Choreo, LLC | 0.00% | Add +0.1% | 6,790 | $296K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -3.6% | 5,524 | $241K |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 5,515 | $241K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,308 | $235K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.2% | 5,339 | $233K |
| Professional Financial Advisors, LLC | 0.05% | Reduce -28.9% | 5,172 | $226K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +6.1% | 5,045 | $220K |
| First Bank & Trust | 0.04% | Reduce -0.8% | 5,039 | $220K |
| Harbour Investments, Inc. | 0.00% | Add +11.6% | 4,993 | $218K |
| Waverly Advisors, LLC | 0.00% | Add +0.3% | 4,991 | $218K |
| Lido Advisors, LLC | 0.00% | Reduce -7.5% | 4,959 | $216K |
| Rik Saylor Financial, Inc. | 0.16% | Reduce -1.5% | 4,714 | $206K |
| S.A. Mason LLC | 0.07% | No change | 4,438 | $194K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.1% | 4,045 | $176K |
| FMR LLC | 0.00% | Add +1.9% | 3,772 | $165K |
| BlackRock, Inc. | 0.00% | Add +0.3% | 3,751 | $164K |
| Advisors Preferred, LLC | 0.02% | New | 3,596 | $157K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1410.3% | 3,519 | $153K |
| Nova Wealth Management, Inc. | 0.09% | Reduce -35.8% | 3,341 | $146K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.6% | 3,298 | $145K |
| Spire Wealth Management | 0.00% | No change | 2,990 | $130K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.9% | 2,220 | $97K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,753 | $76K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.3% | 1,415 | $62K |
| Reyes Financial Architecture, Inc. | 0.05% | No change | 1,332 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,275 | $56K |
| Colonial Trust Advisors | 0.00% | No change | 1,125 | $49K |
| Front Row Advisors LLC | 0.02% | No change | 1,050 | $46K |
| AE Wealth Management LLC | 0.00% | Add +2.9% | 987 | $43K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.4% | 908 | $40K |
| International Assets Investment Management, LLC | 0.00% | Add +0.2% | 570 | $25K |
| Pacific Center for Financial Services | 0.01% | Reduce -14.0% | 546 | $24K |
| Founders Financial Alliance, LLC | 0.00% | New | 537 | $23K |
| Root Financial Partners, LLC | 0.00% | Reduce -14.0% | 533 | $23K |
| CoreCap Advisors, LLC | 0.00% | Add +76.5% | 519 | $23K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -35.9% | 408 | $18K |
| Fairscale Capital, LLC | 0.01% | No change | 394 | $17K |
| Bfsg, LLC | 0.00% | No change | 386 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +100.0% | 372 | $16K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 353 | $15K |
| MAI Capital Management | 0.00% | No change | 346 | $15K |
| CX Institutional | 0.00% | Add +0.6% | 346 | $15K |
| Blair William & Co. | 0.00% | No change | 317 | $14K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 293 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 242 | $11K |
| Vanguard Advisers Inc. | 0.00% | — | 198 | $9K |
| Wolff Wiese Magana LLC | 0.00% | No change | 180 | $8K |
| SYM FINANCIAL Corp | 0.00% | No change | 175 | $8K |
| Triumph Capital Management | 0.00% | No change | 90 | $4K |
| Sachetta, LLC | 0.00% | Add +24.1% | 72 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 58 | $3K |
| Archer Investment Corp | 0.00% | No change | 67 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 61 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 44 | $2K |
| Fifth Third Bancorp | 0.00% | Add +84.6% | 24 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -8.3% | 11 | $511 |
| Assetmark, Inc. | 0.00% | No change | 7 | $305 |
"% 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.