ISHARES MSCI USA SMALL-CAP M (SMMV) Institutional Shareholders
ISHARES MSCI USA SMALL-CAP M (SMMV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $185.75M in SMMV holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SMMV tracked by InsiderSet, reporting ownership valued at approximately $54.91M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $59.53M, representing an estimated gain of +8.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed SMMV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Mercer Global Advisors Inc, Wealth Management Resources, Inc., and several other long-term asset managers with concentrated positions in ISHARES MSCI USA SMALL-CAP M (SMMV).
This page ranks the largest institutional SMMV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
117
Total Reported Value
$185.75M
Largest Holder
Bank Of America Corp
Largest Position
$54.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 1,258,841 | $54,906,874 | $59,534,871 | +$4,627,997 | +8.43% | |
| Mercer Global Advisors Inc | 0.02% | 355,543 | $15,507,754 | $16,814,837 | +$1,307,083 | +8.43% | |
| Wealth Management Resources, Inc. | 4.04% | 284,437 | $13,095,501 | $13,451,993 | +$356,492 | +2.72% | |
| Raymond James Financial Inc | 0.00% | 249,640 | $10,888,551 | $11,806,324 | +$917,773 | +8.43% | |
| Commonwealth Equity Services, Llc | 0.01% | 166,293 | $7,656,150 | $7,864,561 | +$208,411 | +2.72% | |
| Lpl Financial Llc | 0.00% | 134,542 | $5,868,319 | $6,362,949 | +$494,630 | +8.43% | |
| Brickley Wealth Management | 0.81% | 121,953 | $5,614,736 | $5,767,572 | +$152,836 | +2.72% | |
| Creative Planning | 0.00% | 81,152 | $3,539,623 | $3,837,954 | +$298,331 | +8.43% | |
| Royal Bank Of Canada | 0.00% | 79,583 | $3,471,000 | $3,763,751 | +$292,751 | +8.43% | |
| Advisory Services Network, Llc | 0.04% | 70,653 | $3,081,687 | $3,341,421 | +$259,734 | +8.43% | |
| Modern Wealth Management, Llc | 0.05% | 68,386 | $2,998,733 | $3,234,206 | +$235,473 | +7.85% | |
| Sagespring Wealth Partners, Llc | 0.05% | 64,384 | $2,964,242 | $3,044,938 | +$80,696 | +2.72% | |
| Ubs Group Ag | 0.00% | 67,377 | $2,938,783 | $3,186,487 | +$247,704 | +8.43% | |
| Ameriprise Financial Inc | 0.00% | 65,756 | $2,868,066 | $3,109,825 | +$241,759 | +8.43% | |
| Beacon Pointe Advisors, Llc | 0.01% | 64,845 | $2,828,343 | $3,066,741 | +$238,398 | +8.43% | |
| Rehmann Capital Advisory Group | 0.15% | 64,673 | $2,820,890 | $3,058,606 | +$237,716 | +8.43% | |
| Goldman Sachs Group Inc | 0.00% | 55,271 | $2,410,761 | $2,613,954 | +$203,193 | +8.43% | |
| Wells Fargo & Company/Mn | 0.00% | 49,873 | $2,175,328 | $2,358,664 | +$183,336 | +8.43% | |
| Gts Securities Llc | 0.07% | 47,778 | $2,083,933 | $2,259,584 | +$175,651 | +8.43% | |
| Armbruster Capital Management, Inc. | 0.29% | 42,800 | $1,970,512 | $2,024,158 | +$53,646 | +2.72% | |
| Envestnet Asset Management Inc | 0.00% | 41,711 | $1,920,366 | $1,972,655 | +$52,289 | +2.72% | |
| Independent Advisor Alliance | 0.02% | 39,215 | $1,710,431 | $1,854,611 | +$144,180 | +8.43% | |
| Two Sigma Investments, Lp | 0.00% | 36,600 | $1,596,386 | $1,730,938 | +$134,552 | +8.43% | |
| Burns Matteson Capital Management, Llc | 0.45% | 30,570 | $1,407,442 | $1,445,759 | +$38,317 | +2.72% | |
| Citadel Advisors Llc | 0.00% | 32,138 | $1,401,766 | $1,519,915 | +$118,149 | +8.43% | |
| Integrated Wealth Concepts Llc | 0.01% | 31,309 | $1,365,607 | $1,480,709 | +$115,102 | +8.43% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 31,089 | $1,356,002 | $1,470,305 | +$114,303 | +8.43% | |
| Kestra Advisory Services, Llc | 0.00% | 28,350 | $1,305,236 | $1,340,768 | +$35,532 | +2.72% | |
| Regatta Capital Group, Llc | 0.18% | 26,676 | $1,163,538 | $1,261,599 | +$98,061 | +8.43% | |
| Sage Mountain Advisors Llc | 0.07% | 23,957 | $1,102,980 | $1,133,008 | +$30,028 | +2.72% | |
| Susquehanna International Group, Llp | 0.00% | 24,587 | $1,072,414 | $1,162,803 | +$90,389 | +8.43% | |
| Patriot Investment Management Group, Inc. | 0.06% | 22,399 | $1,031,250 | $1,059,325 | +$28,075 | +2.72% | |
| Apollon Wealth Management, Llc | 0.01% | 21,870 | $1,006,873 | $1,034,307 | +$27,434 | +2.72% | |
| Geneos Wealth Management Inc. | 0.02% | 22,720 | $991,062 | $1,074,506 | +$83,444 | +8.42% | |
| Xy Planning Network, Inc. | 0.11% | 19,680 | $906,087 | $930,734 | +$24,647 | +2.72% | |
| Mfa Wealth Services | 0.53% | 19,308 | $888,943 | $913,141 | +$24,198 | +2.72% | |
| Coldstream Capital Management Inc | 0.01% | 20,168 | $879,669 | $953,813 | +$74,144 | +8.43% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 17,613 | $810,888 | $832,979 | +$22,091 | +2.72% | |
| Private Advisor Group, Llc | 0.00% | 17,431 | $802,523 | $824,371 | +$21,848 | +2.72% | |
| Leelyn Smith, Llc | 0.08% | 14,848 | $683,602 | $702,212 | +$18,610 | +2.72% | |
| Cowa, Llc | 0.16% | 13,949 | $608,415 | $659,696 | +$51,281 | +8.43% | |
| Mml Investors Services, Llc | 0.00% | 13,765 | $600,372 | $650,994 | +$50,622 | +8.43% | |
| Concurrent Investment Advisors, Llc | 0.00% | 12,157 | $559,704 | $574,946 | +$15,242 | +2.72% | |
| Cetera Investment Advisers | 0.00% | 12,653 | $551,880 | $598,403 | +$46,523 | +8.43% | |
| Corient Private Wealth Llc | 0.00% | 12,343 | $538,352 | $583,742 | +$45,390 | +8.43% | |
| Osaic Holdings, Inc. | 0.00% | 10,895 | $475,338 | $515,262 | +$39,924 | +8.40% | |
| Adamsbrown Wealth Consultants Llc | 0.09% | 9,942 | $457,745 | $470,191 | +$12,446 | +2.72% | |
| Captrust Financial Advisors | 0.00% | 10,466 | $456,490 | $494,973 | +$38,483 | +8.43% | |
| Mosaic Family Wealth Partners, Llc | 0.03% | 8,899 | $409,712 | $420,864 | +$11,152 | +2.72% | |
| Morgan Stanley | 0.00% | 8,609 | $375,500 | $407,149 | +$31,649 | +8.43% |
Frequently asked questions about SMMV
Who owns the most SMMV stock?
The largest holders of SMMV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI USA SMALL-CAP M (SMMV).
Is SMMV widely held by superinvestors?
Many widely followed stocks like SMMV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMMV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.