ISHARES RUSSELL 2500 ETF (SMMD) Institutional Shareholders
ISHARES RUSSELL 2500 ETF (SMMD) 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 $2.01B in SMMD holdings during the latest filing period.
Fifth Third Bancorp is currently the largest disclosed institutional shareholder of SMMD tracked by InsiderSet, reporting ownership valued at approximately $318.88M 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 $322.08M, representing an estimated gain of +1.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed SMMD value among the investors covered in this analysis. Major shareholders include Fifth Third Bancorp, Bank Of America Corp, Fort Washington Investment Advisors Inc, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL 2500 ETF (SMMD).
This page ranks the largest institutional SMMD 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
239
Total Reported Value
$2.01B
Largest Holder
Fifth Third Bancorp
Largest Position
$318.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fifth Third Bancorp | 0.52% | 3,480,115 | $318,882,938 | $322,084,643 | +$3,201,705 | +1.00% | |
| Bank Of America Corp | 0.01% | 2,116,037 | $161,559,442 | $195,839,224 | +$34,279,782 | +21.22% | |
| Fort Washington Investment Advisors Inc | 0.69% | 1,504,650 | $137,871,080 | $139,255,358 | +$1,384,278 | +1.00% | |
| Bank Of Montreal | 0.05% | 1,730,215 | $132,101,895 | $160,131,398 | +$28,029,503 | +21.22% | |
| Central Trust Co | 1.73% | 1,046,455 | $95,886,629 | $96,849,410 | +$962,781 | +1.00% | |
| Fmr Llc | 0.00% | 940,389 | $71,798,721 | $87,033,002 | +$15,234,281 | +21.22% | |
| Coldstream Capital Management Inc | 0.73% | 775,027 | $59,173,324 | $71,728,749 | +$12,555,425 | +21.22% | |
| Focus Partners Wealth | 0.06% | 763,695 | $58,308,089 | $70,679,972 | +$12,371,883 | +21.22% | |
| Cresset Asset Management, Llc | 0.22% | 660,039 | $50,383,346 | $61,086,609 | +$10,703,263 | +21.24% | |
| Gerber Kawasaki Wealth & Investment Management | 1.27% | 519,296 | $47,583,069 | $48,060,845 | +$477,776 | +1.00% | |
| Ubs Group Ag | 0.01% | 583,871 | $44,578,551 | $54,037,261 | +$9,458,710 | +21.22% | |
| Wealthspire Advisors, Llc | 0.32% | 540,334 | $41,254,467 | $50,007,912 | +$8,753,445 | +21.22% | |
| Raymond James Financial Inc | 0.01% | 445,063 | $33,970,870 | $41,190,581 | +$7,219,711 | +21.25% | |
| Truist Financial Corp | 0.04% | 353,440 | $32,385,676 | $32,710,872 | +$325,196 | +1.00% | |
| Diesslin Group, Inc. | 12.41% | 351,000 | $32,162,109 | $32,485,050 | +$322,941 | +1.00% | |
| Blair William & Co/Il | 0.09% | 414,411 | $31,640,284 | $38,353,738 | +$6,713,454 | +21.22% | |
| Us Bancorp \De\ | 0.04% | 379,860 | $29,002,312 | $35,156,043 | +$6,153,731 | +21.22% | |
| Kendall Capital Management | 5.55% | 354,936 | $27,099,352 | $32,849,327 | +$5,749,975 | +21.22% | |
| Lpl Financial Llc | 0.01% | 281,070 | $25,754,410 | $26,013,029 | +$258,619 | +1.00% | |
| Badgley Phelps Wealth Managers, Llc | 0.45% | 279,503 | $25,610,860 | $25,868,003 | +$257,143 | +1.00% | |
| Envestnet Asset Management Inc | 0.01% | 264,669 | $24,251,619 | $24,495,116 | +$243,497 | +1.00% | |
| Wealthcare Advisory Partners Llc | 0.45% | 257,371 | $23,582,879 | $23,819,686 | +$236,807 | +1.00% | |
| Westwood Holdings Group Inc | 0.15% | 260,967 | $19,924,830 | $24,152,496 | +$4,227,666 | +21.22% | |
| Cwa Asset Management Group, Llc | 0.58% | 205,082 | $18,791,695 | $18,980,339 | +$188,644 | +1.00% | |
| Sigfig Wealth Management, Llc | 0.43% | 176,920 | $16,108,529 | $16,373,946 | +$265,417 | +1.65% | |
| Catalyst Financial Partners Llc | 1.57% | 172,778 | $15,831,693 | $15,990,604 | +$158,911 | +1.00% | |
| Brio Consultants, Llc | 1.82% | 173,045 | $14,885,352 | $16,015,315 | +$1,129,963 | +7.59% | |
| Sfam, Llc | 12.44% | 175,608 | $13,407,640 | $16,252,520 | +$2,844,880 | +21.22% | |
| Berger Financial Group, Inc | 0.67% | 142,271 | $13,036,328 | $13,167,181 | +$130,853 | +1.00% | |
| Rossby Financial, Lcc | 2.29% | 136,447 | $12,502,639 | $12,628,170 | +$125,531 | +1.00% | |
| Vestmark Advisory Solutions, Inc. | 0.14% | 163,089 | $12,451,850 | $15,093,887 | +$2,642,037 | +21.22% | |
| World Investment Advisors | 0.20% | 163,073 | $12,450,648 | $15,092,406 | +$2,641,758 | +21.22% | |
| Congress Asset Management Co | 0.08% | 133,716 | $12,252,397 | $12,375,416 | +$123,019 | +1.00% | |
| Curi Capital, Llc | 0.21% | 155,631 | $11,882,471 | $14,403,649 | +$2,521,178 | +21.22% | |
| Hightower Advisors, Llc | 0.01% | 128,158 | $11,743,159 | $11,861,023 | +$117,864 | +1.00% | |
| Cmh Wealth Management Llc | 1.78% | 127,138 | $11,649,655 | $11,766,622 | +$116,967 | +1.00% | |
| Rogco, Lp | 3.15% | 112,165 | $10,277,679 | $10,380,871 | +$103,192 | +1.00% | |
| Johnson Investment Counsel Inc | 0.07% | 110,932 | $10,164,730 | $10,266,757 | +$102,027 | +1.00% | |
| Cibc World Market Inc. | 0.02% | 123,152 | $9,402,655 | $11,397,718 | +$1,995,063 | +21.22% | |
| Benchmark Financial Wealth Advisors, Llc | 2.09% | 92,212 | $8,449,367 | $8,534,221 | +$84,854 | +1.00% | |
| Commonwealth Equity Services, Llc | 0.01% | 91,159 | $8,352,900 | $8,436,765 | +$83,865 | +1.00% | |
| Heritage Family Offices, Llp | 3.18% | 89,987 | $8,245,513 | $8,328,297 | +$82,784 | +1.00% | |
| Pacific Excel Wealth Advisors, Inc. | 3.19% | 89,987 | $8,245,509 | $8,328,297 | +$82,788 | +1.00% | |
| Morgan Stanley | 0.00% | 105,042 | $8,020,000 | $9,721,637 | +$1,701,637 | +21.22% | |
| Concurrent Investment Advisors, Llc | 0.07% | 87,039 | $7,975,372 | $8,055,459 | +$80,087 | +1.00% | |
| Orion Porfolio Solutions, Llc | 0.07% | 101,858 | $7,776,832 | $9,426,958 | +$1,650,126 | +21.22% | |
| Mml Investors Services, Llc | 0.01% | 75,922 | $6,956,739 | $7,026,581 | +$69,842 | +1.00% | |
| Mariner, Llc | 0.01% | 90,844 | $6,935,885 | $8,407,612 | +$1,471,727 | +21.22% | |
| Rockefeller Capital Management L.P. | 0.01% | 89,459 | $6,830,225 | $8,279,430 | +$1,449,205 | +21.22% | |
| James J. Burns & Company, Llc | 0.73% | 73,212 | $6,708,456 | $6,775,771 | +$67,315 | +1.00% |
Frequently asked questions about SMMD
Who owns the most SMMD stock?
The largest holders of SMMD 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 RUSSELL 2500 ETF (SMMD).
Is SMMD widely held by superinvestors?
Many widely followed stocks like SMMD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMMD 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.