Vault-13

ISHARES TR SMMD

RUSEL 2500 ETF · ETP · CUSIP 46435G268

234 institutional holders +11 vs Q4 2025
27,677,27327.7m shares reported held*
$2.1bnreported value*
33 new 96 added 67 reduced 19 sold out net bought ≈ $286.5m (+3.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $76.36.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 103Q4 22: 131Q1 23: 123Q2 23: 125Q3 23: 132Q4 23: 155Q1 24: 156Q2 24: 168Q3 24: 177Q4 24: 201Q1 25: 195Q2 25: 200Q3 25: 194Q4 25: 223Q1 26: 234234Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022103
Q4 2022131
Q1 2023123
Q2 2023125
Q3 2023132
Q4 2023155
Q1 2024156
Q2 2024168
Q3 2024177
Q4 2024201
Q1 2025195
Q2 2025200
Q3 2025194
Q4 2025223
Q1 2026234

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 86 bought or addedQ2 24: 61 cut or sold outQ3 24: 84 bought or addedQ3 24: 77 cut or sold outQ3 24Q4 24: 118 bought or addedQ4 24: 50 cut or sold outQ1 25: 95 bought or addedQ1 25: 94 cut or sold outQ1 25Q2 25: 100 bought or addedQ2 25: 88 cut or sold outQ3 25: 101 bought or addedQ3 25: 69 cut or sold outQ3 25Q4 25: 129 bought or addedQ4 25: 59 cut or sold outQ1 26: 129 bought or addedQ1 26: 86 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20248661
Q3 20248477
Q4 202411850
Q1 20259594
Q2 202510088
Q3 202510169
Q4 202512959
Q1 202612986

Biggest buyers

FIFTH THIRD BANCORP Added +2,536,353+2.5m
BANK OF MONTREAL /CAN/ Added +1,729,040+1.7m
GLENMEDE TRUST CO NA Added +475,969+476.0k
JPMORGAN CHASE & CO Added +258,457+258.5k
CENTRAL TRUST Co Added +202,293+202.3k
UBS Group AG Added +184,772+184.8k
ROGCO, LP New +111,111+111.1k
RAYMOND JAMES FINANCIAL INC Added +88,124+88.1k
TRUIST FINANCIAL CORP Added +77,793+77.8k
ENVESTNET ASSET MANAGEMENT INC Added +68,621+68.6k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -1,122,480-1.1m
OSAIC HOLDINGS, INC. Reduced -249,777-249.8k
BRIDGES INVESTMENT MANAGEMENT INC Sold out -184,192-184.2k
Vestmark Advisory Solutions, Inc. Reduced -160,350-160.3k
World Investment Advisors Reduced -160,350-160.3k
PALISADE CAPITAL MANAGEMENT, LP Sold out -152,701-152.7k
HARBOR CAPITAL ADVISORS, INC. Reduced -107,912-107.9k
CITY NATIONAL BANK OF FLORIDA /MSD Reduced -95,353-95.4k
Align Financial, LLC Reduced -83,686-83.7k
AMERICAN CAPITAL MANAGEMENT INC Sold out -78,709-78.7k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GLENMEDE TRUST CO NA 1.65% of their portfolio PHILADELPHIA, PA 4,413,5934.4m $337.0m $337.0m 1.65% Added +476.0k +475,969
2 FIFTH THIRD BANCORP 0.43% of their portfolio CINCINNATI, OH 3,058,9413.1m $233.6m $233.6m 0.43% Added +2.5m +2,536,353
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,116,0372.1m $161.6m $161.6m 0.01% Reduced -1.1m -1,122,480
4 BANK OF MONTREAL /CAN/ 0.05% of their portfolio TORONTO, A6 1,730,2151.7m $132.1m $132.1m 0.05% Added +1.7m +1,729,040
5 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.64% of their portfolio Cincinnati, OH 1,504,6501.5m $114.9m $114.9m 0.64% Unchanged
6 CENTRAL TRUST Co 1.43% of their portfolio JEFFERSON CITY, MO 949,678949.7k $72.5m $72.5m 1.43% Added +202.3k +202,293
7 FMR LLC 0.00% of their portfolio BOSTON, MA 940,389940.4k $71.8m $71.8m 0.00% Added +63.3k +63,264
8 COLDSTREAM CAPITAL MANAGEMENT INC 0.73% of their portfolio BELLEVUE, WA 775,027775.0k $59.2m $59.2m 0.73% Reduced -72.8k -72,819
9 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 763,695763.7k $58.3m $58.3m 0.06% Added +5.7k +5,700
10 Cresset Asset Management, LLC 0.22% of their portfolio Chicago, IL 660,039660.0k $50.4m $50.4m 0.22% Added +15.1k +15,050
11 UBS Group AG 0.01% of their portfolio ZURICH, V8 583,871583.9k $44.6m $44.6m 0.01% Added +184.8k +184,772
12 Wealthspire Advisors, LLC 0.32% of their portfolio NEW YORK, NY 540,334540.3k $41.3m $41.3m 0.32% Added +32.7k +32,749
13 Gerber Kawasaki Wealth & Investment Management 1.22% of their portfolio SANTA MONICA, CA 502,333502.3k $38.4m $38.4m 1.22% Added +31.3k +31,278
14 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 445,063445.1k $34.0m $34.0m 0.01% Added +88.1k +88,124
15 BLAIR WILLIAM & CO/IL 0.09% of their portfolio CHICAGO, IL 414,411414.4k $31.6m $31.6m 0.09% Reduced -65.5k -65,546
16 US BANCORP \DE\ 0.04% of their portfolio MINNEAPOLIS, MN 379,860379.9k $29.0m $29.0m 0.04% Added +39.0k +38,997
17 Kendall Capital Management 5.55% of their portfolio ROCKVILLE, MD 354,936354.9k $27.1m $27.1m 5.55% Added +2.1k +2,075
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 344,333344.3k $25.4m $25.4m 0.00% Added +258.5k +258,457
19 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 302,280302.3k $23.1m $23.1m 0.03% Added +77.8k +77,793
20 Diesslin Group, Inc. 10.01% of their portfolio FORT WORTH, TX 291,193291.2k $22.2m $22.2m 10.01% Reduced -11.9k -11,868
21 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 276,343276.3k $21.0m $21.0m 0.01% Added +68.6k +68,621
22 Wealthcare Advisory Partners LLC 0.40% of their portfolio WEST CHESTER, PA 271,761271.8k $20.7m $20.7m 0.40% Added +11.8k +11,812
23 WESTWOOD HOLDINGS GROUP INC 0.15% of their portfolio DALLAS, TX 260,967261.0k $19.9m $19.9m 0.15% Added +58.9k +58,909
24 CONGRESS ASSET MANAGEMENT CO 0.13% of their portfolio BOSTON, MA 239,075239.1k $18.3m $18.3m 0.13% Reduced -1.1k -1,094
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 214,790214.8k $16.4m $16.4m 0.00% Added +32.4k +32,422
26 CWA Asset Management Group, LLC 0.49% of their portfolio NAPLES, FL 187,140187.1k $14.3m $14.3m 0.49% Added +13.6k +13,636
27 SFAM, LLC 12.44% of their portfolio ELMHURST, IL 175,608175.6k $13.4m $13.4m 12.44% Reduced -1.3k -1,321
28 Brio Consultants, LLC 1.82% of their portfolio SAN FRANCISCO, CA 173,045173.0k $14.9m $14.9m 1.82% Added +63.8k +63,764
29 CATALYST FINANCIAL PARTNERS LLC 1.48% of their portfolio BOSTON, MA 164,192164.2k $12.5m $12.5m 1.48% Added +35.9k +35,937
30 Vestmark Advisory Solutions, Inc. 0.14% of their portfolio Wakefield, MA 163,089163.1k $12.5m $12.5m 0.14% Reduced -160.3k -160,350
31 World Investment Advisors 0.20% of their portfolio LINCROFT, NJ 163,073163.1k $12.5m $12.5m 0.20% Reduced -160.3k -160,350
32 SigFig Wealth Management, LLC 0.35% of their portfolio SAN FRANCISCO, CA 157,244157.2k $12.0m $12.0m 0.35% Added +24.4k +24,373
33 Curi Capital, LLC 0.21% of their portfolio CHICAGO, IL 155,631155.6k $11.9m $11.9m 0.21% Reduced -6.6k -6,553
34 Heritage Family Offices, LLP 5.16% of their portfolio SCOTTSDALE, AZ 152,444152.4k $11.6m $11.6m 5.16% Reduced -72.4k -72,390
35 Berger Financial Group, Inc 0.61% of their portfolio PLYMOUTH, MN 143,458143.5k $11.0m $11.0m 0.61% Added +2.4k +2,380
36 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 132,395132.4k $10.1m $10.1m 0.03% Added +18.6k +18,614
37 Rossby Financial, LCC 2.03% of their portfolio MELBOURNE, FL 126,214126.2k $9.7m $9.7m 2.03% Added +16.4k +16,428
38 CMH Wealth Management LLC 1.64% of their portfolio PORTSMOUTH, NH 125,051125.1k $9.5m $9.5m 1.64% Reduced -1.2k -1,203
39 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 123,152123.2k $9.4m $9.4m 0.02% Added +35.0k +35,000
40 ROGCO, LP 2.83% of their portfolio CLAREMORE, OK 111,111111.1k $8.5m $8.5m 2.83% New
41 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 105,042105.0k $8.0m $8.0m 0.00% Added +29.6k +29,550
42 Orion Porfolio Solutions, LLC 0.07% of their portfolio OMAHA, NE 101,858101.9k $7.8m $7.8m 0.07% Reduced -52.5k -52,488
43 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 96,33896.3k $7.4m $7.4m 0.01% Reduced -485 -485
44 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 93,23493.2k $7.1m $7.1m 0.01% Reduced -12.4k -12,450
45 Mariner, LLC 0.01% of their portfolio Overland Park, KS 90,84490.8k $6.9m $6.9m 0.01% Added +1.2k +1,184
46 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 89,45989.5k $6.8m $6.8m 0.01% Added +11.1k +11,071
47 Benchmark Financial Wealth Advisors, LLC 1.86% of their portfolio BOCA RATON, FL 87,97588.0k $6.7m $6.7m 1.86% Added +9.9k +9,884
48 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 77,37477.4k $5.9m $5.9m 0.00% Added +58.2k +58,172
49 FULLER & THALER ASSET MANAGEMENT, INC. 0.02% of their portfolio SAN MATEO, CA 74,44974.4k $5.7m $5.7m 0.02% Added +31.2k +31,225
50 James J. Burns & Company, LLC 0.76% of their portfolio MELVILLE, NY 73,77673.8k $5.6m $5.6m 0.76% Reduced -1.4k -1,444
51 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 71,78371.8k $5.5m $5.5m 0.05% Reduced -6.5k -6,484
52 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 71,12671.1k $5.4m $5.4m 0.01% Reduced -249.8k -249,777
53 CX Institutional 0.16% of their portfolio AUBURN, IN 69,70669.7k $5.3m $5.3m 0.16% Added +2.7k +2,706
54 Pure Financial Advisors, LLC 0.07% of their portfolio SAN DIEGO, CA 64,48464.5k $4.9m $4.9m 0.07% Added +27.1k +27,140
55 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 60,13260.1k $4.6m $4.6m 0.03% Added +93 +93
56 CITY NATIONAL BANK OF FLORIDA /MSD 2.50% of their portfolio CORAL GABLES, FL 54,93454.9k $4.2m $4.2m 2.50% Reduced -95.4k -95,353
57 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 54,51954.5k $4.2m $4.2m 0.01% Added +7.5k +7,460
58 Trek Financial, LLC 0.22% of their portfolio Scottsdale, AZ 54,23154.2k $4.1m $4.1m 0.22% Added +9.1k +9,119
59 WorthPointe, LLC 1.08% of their portfolio La Jolla, CA 51,84151.8k $4.0m $4.0m 1.08% Added +35.5k +35,480
60 AlTi Global, Inc. 0.09% of their portfolio NEW YORK, NY 51,41151.4k $3.9m $3.9m 0.09% Added +15.8k +15,752
61 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 49,89349.9k $3.8m $3.8m 0.00% Reduced -4.4k -4,420
62 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 47,73847.7k $3.6m $3.6m 0.00% Added +7.6k +7,590
63 Retirement Planning Group, LLC 0.11% of their portfolio LEAWOOD, KS 45,64745.6k $3.5m $3.5m 0.11% Added +736 +736
64 FLOW TRADERS U.S. LLC 0.11% of their portfolio NEW YORK, NY 44,95245.0k $3.4m $3.4m 0.11% New
65 GUIDANCE CAPITAL, INC 0.82% of their portfolio LOUSVILLE, KY 42,60942.6k $3.7m $3.7m 0.82% Added +30.6k +30,550
66 WHITTIER TRUST CO 0.03% of their portfolio SOUTH PASADENA, CA 38,96539.0k $3.0m $3.0m 0.03% Added +23.5k +23,499
67 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 35,46935.5k $2.7m $2.7m 0.00% Reduced -23.7k -23,697
68 QP WEALTH MANAGEMENT, LLC 4.49% of their portfolio BOCA RATON, FL 34,31334.3k $2.6m $2.6m 4.49% Reduced -16.9k -16,866
69 Smartleaf Asset Management LLC 0.09% of their portfolio BOSTON, MA 34,20534.2k $2.5m $2.5m 0.09% Reduced -5.0k -5,012
70 Evernest Financial Advisors, LLC 0.57% of their portfolio CARMEL, IN 32,49232.5k $2.7m $2.7m 0.57% Added +3.3k +3,321
71 RAFFA WEALTH MANAGEMENT, LLC 0.39% of their portfolio WASHINGTON, DC 32,30632.3k $2.5m $2.5m 0.39% Added +70 +70
72 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 31,93431.9k $2.4m $2.4m 0.00% Added +23.7k +23,666
73 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 31,05631.1k $2.4m $2.4m 0.00% Added +2.1k +2,148
74 Centerpoint Advisors, LLC 0.76% of their portfolio NEEDHAM, MA 30,63730.6k $2.3m $2.3m 0.76% Unchanged
75 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 30,56330.6k $2.3m $2.3m 0.00% Added +11.3k +11,321
76 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 27,67927.7k $2.1m $2.1m 0.00% Added +79 +79
77 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 26,14226.1k $2.0m $2.0m 0.00% Added +3.4k +3,357
78 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 25,93025.9k $2.0m $2.0m 0.00% Added +3.0k +2,974
79 Callan Family Office, LLC 0.04% of their portfolio RADNOR, PA 25,14825.1k $1.9m $1.9m 0.04% Reduced -1.3k -1,318
80 Andina Capital Management, LLC 1.69% of their portfolio LOGAN, UT 25,02025.0k $1.9m $1.9m 1.69% Reduced -11.3k -11,346
81 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 24,15524.2k $1.8m $1.8m 0.00% Added +2.8k +2,774
82 Altman Advisors, Inc. 0.13% of their portfolio CHICAGO, IL 23,94123.9k $314.8k $314.8k 0.13% Reduced -151 -151
83 Spartan Wealth Advisory Services LLC 0.16% of their portfolio BINGHAM FARMS, MI 23,72023.7k $1.8m $1.8m 0.16% First filing
84 QUADRANT CAPITAL GROUP LLC 0.05% of their portfolio CINCINNATI, OH 22,82622.8k $1.7m $1.7m 0.05% Unchanged
85 KLINGENSTEIN FIELDS & CO LP 0.07% of their portfolio NEW YORK, NY 22,70022.7k $1.7m $1.7m 0.07% Unchanged
86 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 22,39022.4k $1.7m $1.7m 0.01% New
87 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 21,23821.2k $1.6m $1.6m 0.01% Added +1.5k +1,491
88 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 21,14621.1k $1.6m $1.6m 0.00% First filing
89 PINNACLE ASSOCIATES LTD 0.02% of their portfolio NEW YORK, NY 20,98821.0k $1.6m $1.6m 0.02% New
90 Pinnacle Wealth Management Advisory Group, LLC 0.11% of their portfolio RED BANK, NJ 20,98821.0k $1.6m $1.6m 0.11% New
91 HF Advisory Group, LLC 0.50% of their portfolio Annapolis, MD 19,29719.3k $1.5m $1.5m 0.50% Reduced -258 -258
92 Cornerstone Financial Group, LLC /NE/ 1.03% of their portfolio OMAHA, NE 18,77918.8k $1.6m $1.6m 1.03% Added +956 +956
93 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 18,66218.7k $1.4m $1.4m 0.00% Reduced -7.2k -7,204
94 Single Point Partners, LLC 0.00% of their portfolio BOSTON, MA 17,89217.9k $17.9k $17.9k 0.00% Unchanged
95 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,74717.7k $1.4m $1.4m 0.01% Reduced -505 -505
96 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 17,34417.3k $1.3m $1.3m 0.01% Reduced -16.3k -16,309
97 Ulland Investment Advisors, LLC 1.13% of their portfolio MINNEAPOLIS, MN 17,25917.3k $1.3m $1.3m 1.13% Reduced -81 -81
98 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,21817.2k $1.3m $1.3m 0.00% Added +685 +685
99 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 16,93016.9k $1.3m $1.3m 0.01% Reduced -722 -722
100 Blue Trust, Inc. 0.01% of their portfolio BRENTWOOD, TN 16,38416.4k $1.3m $1.3m 0.01% Reduced -14.6k -14,620