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 $193.17M 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 $56.89M in its June 30, 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 $54.97M, representing an estimated loss of -3.38% 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
$193.17M
Largest Holder
Bank Of America Corp
Largest Position
$56.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
136
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% | 1,235,710 | $56,892,097 | $54,970,683 | -$1,921,414 | -3.38% | |
| Mercer Global Advisors Inc | 0.02% | 336,652 | $15,499,462 | $14,975,998 | -$523,464 | -3.38% | |
| Wealth Management Resources, Inc. | 4.04% | 284,437 | $13,095,501 | $12,653,208 | -$442,293 | -3.38% | |
| Raymond James Financial Inc | 0.00% | 250,164 | $11,517,581 | $11,128,571 | -$389,010 | -3.38% | |
| Commonwealth Equity Services, Llc | 0.01% | 166,293 | $7,656,150 | $7,397,561 | -$258,589 | -3.38% | |
| Lpl Financial Llc | 0.00% | 153,476 | $7,066,016 | $6,827,395 | -$238,621 | -3.38% | |
| Royal Bank Of Canada | 0.00% | 128,825 | $5,931,000 | $5,730,793 | -$200,207 | -3.38% | |
| Brickley Wealth Management | 0.81% | 121,953 | $5,614,736 | $5,425,091 | -$189,645 | -3.38% | |
| Advisory Services Network, Llc | 0.04% | 67,614 | $3,112,942 | $3,007,816 | -$105,126 | -3.38% | |
| Ubs Group Ag | 0.00% | 67,183 | $3,093,105 | $2,988,642 | -$104,463 | -3.38% | |
| Ameriprise Financial Inc | 0.00% | 65,523 | $3,032,926 | $2,914,797 | -$118,129 | -3.89% | |
| Beacon Pointe Advisors, Llc | 0.01% | 65,006 | $2,992,886 | $2,891,798 | -$101,088 | -3.38% | |
| Sagespring Wealth Partners, Llc | 0.05% | 64,384 | $2,964,242 | $2,864,129 | -$100,113 | -3.38% | |
| Rehmann Capital Advisory Group | 0.14% | 64,228 | $2,957,082 | $2,857,189 | -$99,893 | -3.38% | |
| Goldman Sachs Group Inc | 0.00% | 62,815 | $2,892,003 | $2,794,332 | -$97,671 | -3.38% | |
| Jpmorgan Chase & Co | 0.00% | 60,443 | $2,783,465 | $2,688,813 | -$94,652 | -3.40% | |
| Modern Wealth Management, Llc | 0.03% | 59,023 | $2,717,418 | $2,625,644 | -$91,774 | -3.38% | |
| Citadel Advisors Llc | 0.00% | 48,071 | $2,213,189 | $2,138,443 | -$74,746 | -3.38% | |
| Wells Fargo & Company/Mn | 0.00% | 45,646 | $2,101,551 | $2,030,567 | -$70,984 | -3.38% | |
| Armbruster Capital Management, Inc. | 0.29% | 42,800 | $1,970,512 | $1,903,962 | -$66,550 | -3.38% | |
| Envestnet Asset Management Inc | 0.00% | 41,711 | $1,920,366 | $1,855,518 | -$64,848 | -3.38% | |
| Geneos Wealth Management Inc. | 0.04% | 38,423 | $1,769,018 | $1,709,251 | -$59,767 | -3.38% | |
| Susquehanna International Group, Llp | 0.00% | 37,714 | $1,736,353 | $1,677,711 | -$58,642 | -3.38% | |
| Integrated Wealth Concepts Llc | 0.01% | 32,451 | $1,494,045 | $1,443,586 | -$50,459 | -3.38% | |
| Two Sigma Investments, Lp | 0.00% | 31,100 | $1,431,844 | $1,383,487 | -$48,357 | -3.38% | |
| Regatta Capital Group, Llc | 0.19% | 30,632 | $1,410,281 | $1,362,668 | -$47,613 | -3.38% | |
| Burns Matteson Capital Management, Llc | 0.45% | 30,570 | $1,407,442 | $1,359,910 | -$47,532 | -3.38% | |
| Kestra Advisory Services, Llc | 0.00% | 28,350 | $1,305,236 | $1,261,153 | -$44,083 | -3.38% | |
| Sage Mountain Advisors Llc | 0.07% | 23,957 | $1,102,980 | $1,065,730 | -$37,250 | -3.38% | |
| Patriot Investment Management Group, Inc. | 0.06% | 22,399 | $1,031,250 | $996,422 | -$34,828 | -3.38% | |
| Apollon Wealth Management, Llc | 0.01% | 21,870 | $1,006,873 | $972,889 | -$33,984 | -3.38% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 21,564 | $992,787 | $959,277 | -$33,510 | -3.38% | |
| Xy Planning Network, Inc. | 0.11% | 19,680 | $906,087 | $875,467 | -$30,620 | -3.38% | |
| Mfa Wealth Services | 0.53% | 19,308 | $888,943 | $858,918 | -$30,025 | -3.38% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 17,613 | $810,888 | $783,516 | -$27,372 | -3.38% | |
| Private Advisor Group, Llc | 0.00% | 17,431 | $802,523 | $775,420 | -$27,103 | -3.38% | |
| Jane Street Group, Llc | 0.00% | 15,317 | $705,195 | $681,378 | -$23,817 | -3.38% | |
| Osaic Holdings, Inc. | 0.00% | 14,896 | $685,905 | $662,650 | -$23,255 | -3.39% | |
| Cetera Investment Advisers | 0.00% | 14,849 | $683,649 | $660,559 | -$23,090 | -3.38% | |
| Leelyn Smith, Llc | 0.08% | 14,848 | $683,602 | $660,515 | -$23,087 | -3.38% | |
| Mml Investors Services, Llc | 0.00% | 14,605 | $672,410 | $649,705 | -$22,705 | -3.38% | |
| Thrivent Financial For Lutherans | 0.00% | 12,441 | $573,000 | $553,439 | -$19,561 | -3.41% | |
| Corient Private Wealth Llc | 0.00% | 12,345 | $568,359 | $549,169 | -$19,190 | -3.38% | |
| Concurrent Investment Advisors, Llc | 0.00% | 12,157 | $559,704 | $540,805 | -$18,899 | -3.38% | |
| Coldstream Capital Management Inc | 0.01% | 11,743 | $540,647 | $522,389 | -$18,258 | -3.38% | |
| Captrust Financial Advisors | 0.00% | 10,466 | $481,848 | $465,581 | -$16,267 | -3.38% | |
| Newedge Advisors, Llc | 0.00% | 10,314 | $474,852 | $458,819 | -$16,033 | -3.38% | |
| Adamsbrown Wealth Consultants Llc | 0.09% | 9,942 | $457,745 | $442,271 | -$15,474 | -3.38% | |
| Morgan Stanley | 0.00% | 9,254 | $426,077 | $411,665 | -$14,412 | -3.38% | |
| Mosaic Family Wealth Partners, Llc | 0.03% | 8,899 | $409,712 | $395,873 | -$13,839 | -3.38% |
Frequently asked questions about SMMV
Who are the largest institutional holders of SMMV?
The largest institutional holders of SMMV reported in the latest SEC Form 13F filings include Bank Of America Corp, Mercer Global Advisors Inc, Wealth Management Resources, Inc., Raymond James Financial Inc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported SMMV position.
What is SMMV institutional ownership?
This page tracks SMMV positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI USA SMALL-CAP M (SMMV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMMV?
InsiderSet currently tracks 117 institutional managers reporting SMMV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMMV shareholders.
How much SMMV stock do institutions own?
Institutional investment managers disclosed approximately $193.17M in SMMV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMMV institutional ownership last updated?
The latest SMMV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMMV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMMV position after the reporting date.
Are institutions buying or selling SMMV?
Institutional buying and selling can be analyzed by comparing SMMV positions across consecutive 13F reporting periods. InsiderSet's SMMV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMMV ownership changes.
How has SMMV institutional ownership changed over time?
InsiderSet tracks SMMV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.