ISHARES MSCI USA SMALL-CAP M (SMMV) Institutional Ownership Changes & 13F Activity

ISHARES MSCI USA SMALL-CAP M (SMMV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Royal Bank Of Canada, Bank Of America Corp, Mercer Global Advisors Inc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-3,179-7.1%41,711$1.92MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+1,142+3.6%32,451$1.49MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+15,933+49.6%48,071$2.21MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+2+0.0%12,345$568.36KQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupSell-445-0.7%64,228$2.96MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-18,891-5.3%336,652$15.50MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+161+0.2%65,006$2.99MQ2 2026Aug 18, 2026
Ameriprise Financial IncBuy+65,523—65,523$3.03MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+49,242+61.9%128,825$5.93MQ2 2026Aug 14, 2026
Bank Of America CorpSell-23,131-1.8%1,235,710$56.89MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+15,317—15,317$705.20KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+13,127+53.4%37,714$1.74MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-9,363-13.7%59,023$2.72MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-8,425-41.8%11,743$540.65KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+7,544+13.6%62,815$2.89MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-5,500-15.0%31,100$1.43MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+5,494—5,494$252.93KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-4,227-8.5%45,646$2.10MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,001+36.7%14,896$685.90KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+786—786$36.19KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+524+0.2%250,164$11.52MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-105-1.2%8,353$384.57KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+50+0.4%12,441$573.00KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+10+0.2%5,001$230.25KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcSell-9,525-30.6%21,564$992.79KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+842+37.9%3,062$140.97KQ2 2026Aug 13, 2026
Morgan StanleyBuy+645+7.5%9,254$426.08KQ2 2026Aug 13, 2026
Fmr LlcBuy+296+7.8%4,068$187.27KQ2 2026Aug 13, 2026
Ubs Group AgSell-194-0.3%67,183$3.09MQ2 2026Aug 13, 2026
Ameritas Investment Partners, Inc.Sell-57-1.4%3,988$183.59KQ2 2026Aug 13, 2026
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Frequently asked questions about SMMV activity

  • Which institutional owners are buying SMMV?

    Institutional owners buying SMMV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SMMV activity?

    "Buy" means an investor increased their reported position in SMMV compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI USA SMALL-CAP M (SMMV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SMMV increasing?

    Institutional interest in SMMV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.