Vault-13

ISHARES TR SMMD

RUSEL 2500 ETF · ETP · CUSIP 46435G268

261 institutional holders +27 vs Q1 2026
32,679,00132.7m shares reported held*
$3.0bnreported value*
37 new 119 added 63 reduced 11 sold out net bought ≈ $456.2m (+5.0m 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 ≈ $91.50.

Trends to Q2 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: 234Q2 26: 261261Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026261

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 84 bought or addedQ3 24: 77 cut or sold outQ4 24: 118 bought or addedQ4 24: 50 cut or sold outQ4 24Q1 25: 95 bought or addedQ1 25: 94 cut or sold outQ2 25: 100 bought or addedQ2 25: 88 cut or sold outQ2 25Q3 25: 101 bought or addedQ3 25: 69 cut or sold outQ4 25: 129 bought or addedQ4 25: 59 cut or sold outQ4 25Q1 26: 129 bought or addedQ1 26: 86 cut or sold outQ2 26: 156 bought or addedQ2 26: 74 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248477
Q4 202411850
Q1 20259594
Q2 202510088
Q3 202510169
Q4 202512959
Q1 202612986
Q2 202615674

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLP New +1,085,260+1.1m
BANK OF MONTREAL /CAN/ Added +593,339+593.3k
IMA Advisory Services, Inc. New +491,513+491.5k
FIFTH THIRD BANCORP Added +421,174+421.2k
GLENMEDE TRUST CO NA Added +377,326+377.3k
GOLDMAN SACHS GROUP INC Added +290,579+290.6k
Badgley Phelps Wealth Managers, LLC New +279,503+279.5k
OSAIC HOLDINGS, INC. Added +202,550+202.6k
UBS Group AG Added +190,805+190.8k
HARBOR CAPITAL ADVISORS, INC. Added +147,242+147.2k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -355,566-355.6k
Kendall Capital Management Reduced -281,329-281.3k
CONGRESS ASSET MANAGEMENT CO Reduced -105,359-105.4k
COLDSTREAM CAPITAL MANAGEMENT INC Reduced -84,295-84.3k
Heritage Family Offices, LLP Reduced -62,457-62.5k
JANE STREET GROUP, LLC Sold out -47,738-47.7k
FLOW TRADERS U.S. LLC Sold out -44,952-45.0k
FULLER & THALER ASSET MANAGEMENT, INC. Reduced -20,093-20.1k
MORGAN STANLEY Reduced -16,754-16.8k
Blue Trust, Inc. Reduced -15,620-15.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GLENMEDE TRUST CO NA 1.94% of their portfolio PHILADELPHIA, PA 4,790,9194.8m $439.0m $439.0m 1.94% Added +377.3k +377,326
2 FIFTH THIRD BANCORP 0.52% of their portfolio CINCINNATI, OH 3,480,1153.5m $318.9m $318.9m 0.52% Added +421.2k +421,174
3 BANK OF MONTREAL /CAN/ 0.08% of their portfolio TORONTO, A6 2,323,5542.3m $212.9m $212.9m 0.08% Added +593.3k +593,339
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,760,4711.8m $161.3m $161.3m 0.01% Reduced -355.6k -355,566
5 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.69% of their portfolio Cincinnati, OH 1,504,6501.5m $137.9m $137.9m 0.69% Unchanged
6 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 1,085,2601.1m $99.4m $99.4m 0.02% New
7 FMR LLC 0.00% of their portfolio BOSTON, MA 1,082,5601.1m $99.2m $99.2m 0.00% Added +142.2k +142,171
8 CENTRAL TRUST Co 1.73% of their portfolio JEFFERSON CITY, MO 1,046,4551.0m $95.9m $95.9m 1.73% Added +96.8k +96,777
9 Focus Partners Wealth 0.07% of their portfolio ST LOUIS, MO 776,244776.2k $71.1m $71.1m 0.07% Added +12.5k +12,549
10 UBS Group AG 0.01% of their portfolio ZURICH, V8 774,676774.7k $71.0m $71.0m 0.01% Added +190.8k +190,805
11 COLDSTREAM CAPITAL MANAGEMENT INC 0.79% of their portfolio BELLEVUE, WA 690,732690.7k $63.3m $63.3m 0.79% Reduced -84.3k -84,295
12 Cresset Asset Management, LLC 0.22% of their portfolio Chicago, IL 650,970651.0k $59.6m $59.6m 0.22% Reduced -9.1k -9,069
13 Wealthspire Advisors, LLC 0.28% of their portfolio NEW YORK, NY 562,618562.6k $51.6m $51.6m 0.28% Added +22.3k +22,284
14 Gerber Kawasaki Wealth & Investment Management 1.27% of their portfolio SANTA MONICA, CA 519,296519.3k $47.6m $47.6m 1.27% Added +17.0k +16,963
15 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 496,885496.9k $45.5m $45.5m 0.01% Added +51.8k +51,822
16 IMA Advisory Services, Inc. 2.82% of their portfolio DENVER, CO 491,513491.5k $45.0m $45.0m 2.82% New
17 BLAIR WILLIAM & CO/IL 0.11% of their portfolio CHICAGO, IL 480,198480.2k $44.0m $44.0m 0.11% Added +65.8k +65,787
18 US BANCORP \DE\ 0.04% of their portfolio MINNEAPOLIS, MN 382,478382.5k $35.0m $35.0m 0.04% Added +2.6k +2,618
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 377,548377.5k $34.4m $34.4m 0.00% Added +33.2k +33,215
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 367,953368.0k $33.7m $33.7m 0.00% Added +290.6k +290,579
21 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 353,440353.4k $32.4m $32.4m 0.04% Added +51.2k +51,160
22 Diesslin Group, Inc. 12.41% of their portfolio FORT WORTH, TX 351,000351.0k $32.2m $32.2m 12.41% Added +59.8k +59,807
23 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 281,070281.1k $25.8m $25.8m 0.01% Added +66.3k +66,280
24 Badgley Phelps Wealth Managers, LLC 0.45% of their portfolio SEATTLE, WA 279,503279.5k $25.6m $25.6m 0.45% New
25 WESTWOOD HOLDINGS GROUP INC 0.19% of their portfolio DALLAS, TX 274,856274.9k $25.2m $25.2m 0.19% Added +13.9k +13,889
26 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 273,676273.7k $25.1m $25.1m 0.03% Added +202.6k +202,550
27 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 264,669264.7k $24.3m $24.3m 0.01% Reduced -11.7k -11,674
28 Wealthcare Advisory Partners LLC 0.45% of their portfolio WEST CHESTER, PA 257,371257.4k $23.6m $23.6m 0.45% Reduced -14.4k -14,390
29 CWA Asset Management Group, LLC 0.58% of their portfolio NAPLES, FL 205,082205.1k $18.8m $18.8m 0.58% Added +17.9k +17,942
30 Curi Capital, LLC 0.29% of their portfolio CHICAGO, IL 203,409203.4k $18.6m $18.6m 0.29% Added +47.8k +47,778
31 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 189,531189.5k $17.4m $17.4m 0.03% Added +57.1k +57,136
32 SigFig Wealth Management, LLC 0.43% of their portfolio SAN FRANCISCO, CA 176,920176.9k $16.1m $16.1m 0.43% Added +19.7k +19,676
33 Brio Consultants, LLC 1.89% of their portfolio SAN FRANCISCO, CA 176,437176.4k $16.2m $16.2m 1.89% Added +3.4k +3,392
34 CATALYST FINANCIAL PARTNERS LLC 1.57% of their portfolio BOSTON, MA 172,778172.8k $15.8m $15.8m 1.57% Added +8.6k +8,586
35 SFAM, LLC 12.66% of their portfolio ELMHURST, IL 169,317169.3k $15.5m $15.5m 12.66% Reduced -6.3k -6,291
36 World Investment Advisors 0.21% of their portfolio LINCROFT, NJ 162,754162.8k $12.4m $12.4m 0.21% Reduced -319 -319
37 Vestmark Advisory Solutions, Inc. 0.14% of their portfolio Wakefield, MA 160,337160.3k $14.7m $14.7m 0.14% Reduced -2.8k -2,752
38 HARBOR CAPITAL ADVISORS, INC. 0.94% of their portfolio CHICAGO, IL 150,910150.9k $13.8m $13.8m 0.94% Added +147.2k +147,242
39 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 150,641150.6k $13.8m $13.8m 0.00% Added +100.7k +100,748
40 Berger Financial Group, Inc 0.67% of their portfolio PLYMOUTH, MN 142,271142.3k $13.0m $13.0m 0.67% Reduced -1.2k -1,187
41 DIMENSION CAPITAL MANAGEMENT LLC 1.51% of their portfolio Coral Gables, FL 140,441140.4k $12.9m $12.9m 1.51% Added +136.8k +136,776
42 Rossby Financial, LCC 2.29% of their portfolio MELBOURNE, FL 136,447136.4k $12.5m $12.5m 2.29% Added +10.2k +10,233
43 CONGRESS ASSET MANAGEMENT CO 0.08% of their portfolio BOSTON, MA 133,716133.7k $12.3m $12.3m 0.08% Reduced -105.4k -105,359
44 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 128,158128.2k $11.7m $11.7m 0.01% Added +31.8k +31,820
45 CMH Wealth Management LLC 1.78% of their portfolio PORTSMOUTH, NH 127,138127.1k $11.6m $11.6m 1.78% Added +2.1k +2,087
46 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 122,982123.0k $11.3m $11.3m 0.02% Reduced -170 -170
47 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 122,893122.9k $11.3m $11.3m 0.01% Added +91.0k +90,959
48 ROGCO, LP 3.15% of their portfolio CLAREMORE, OK 112,165112.2k $10.3m $10.3m 3.15% Added +1.1k +1,054
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 111,704111.7k $10.2m $10.2m 0.00% Added +76.2k +76,235
50 JOHNSON INVESTMENT COUNSEL INC 0.07% of their portfolio Cincinnati, OH 110,932110.9k $10.2m $10.2m 0.07% Added +93.6k +93,588
51 Mariner, LLC 0.01% of their portfolio Overland Park, KS 107,740107.7k $9.9m $9.9m 0.01% Added +16.9k +16,896
52 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 107,574107.6k $9.9m $9.9m 0.02% Added +18.1k +18,115
53 Benchmark Financial Wealth Advisors, LLC 2.09% of their portfolio BOCA RATON, FL 92,21292.2k $8.4m $8.4m 2.09% Added +4.2k +4,237
54 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 91,15991.2k $8.4m $8.4m 0.01% Reduced -2.1k -2,075
55 Heritage Family Offices, LLP 3.18% of their portfolio SCOTTSDALE, AZ 89,98790.0k $8.2m $8.2m 3.18% Reduced -62.5k -62,457
56 Pacific Excel Wealth Advisors, Inc. 3.19% of their portfolio WALNUT CREEK, CA 89,98790.0k $8.2m $8.2m 3.19% New
57 Pure Financial Advisors, LLC 0.10% of their portfolio SAN DIEGO, CA 88,73388.7k $8.1m $8.1m 0.10% Added +24.2k +24,249
58 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 88,28888.3k $8.1m $8.1m 0.00% Reduced -16.8k -16,754
59 Concurrent Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 87,03987.0k $8.0m $8.0m 0.07% New
60 Orion Porfolio Solutions, LLC 0.06% of their portfolio OMAHA, NE 86,86686.9k $8.0m $8.0m 0.06% Reduced -15.0k -14,992
61 CIBC Bancorp USA Inc. 0.01% of their portfolio CHICAGO, IL 83,00683.0k $7.6m $7.6m 0.01% Added +61.9k +61,860
62 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 75,92275.9k $7.0m $7.0m 0.01% Added +21.4k +21,403
63 Kendall Capital Management 1.12% of their portfolio ROCKVILLE, MD 73,60773.6k $6.7m $6.7m 1.12% Reduced -281.3k -281,329
64 James J. Burns & Company, LLC 0.73% of their portfolio MELVILLE, NY 73,21273.2k $6.7m $6.7m 0.73% Reduced -564 -564
65 CX Institutional 0.18% of their portfolio AUBURN, IN 69,15769.2k $6.3m $6.3m 0.18% Reduced -549 -549
66 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 66,57066.6k $6.1m $6.1m 0.05% Reduced -5.2k -5,213
67 Trek Financial, LLC 0.29% of their portfolio Scottsdale, AZ 63,41963.4k $5.8m $5.8m 0.29% Added +9.2k +9,188
68 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 60,23860.2k $5.5m $5.5m 0.02% Added +106 +106
69 WorthPointe, LLC 1.26% of their portfolio La Jolla, CA 54,64154.6k $5.0m $5.0m 1.26% Added +2.8k +2,800
70 FULLER & THALER ASSET MANAGEMENT, INC. 0.01% of their portfolio SAN MATEO, CA 54,35654.4k $5.0m $5.0m 0.01% Reduced -20.1k -20,093
71 CITY NATIONAL BANK OF FLORIDA /MSD 2.08% of their portfolio CORAL GABLES, FL 54,26554.3k $5.0m $5.0m 2.08% Reduced -669 -669
72 AlTi Global, Inc. 0.10% of their portfolio NEW YORK, NY 50,54850.5k $4.6m $4.6m 0.10% Reduced -863 -863
73 GUIDANCE CAPITAL, INC 0.88% of their portfolio LOUSVILLE, KY 45,83245.8k $4.1m $4.1m 0.88% Added +3.2k +3,223
74 Retirement Planning Group, LLC 0.11% of their portfolio LEAWOOD, KS 45,39345.4k $4.2m $4.2m 0.11% Reduced -254 -254
75 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 43,09543.1k $3.9m $3.9m 0.00% Added +12.5k +12,532
76 WHITTIER TRUST CO 0.04% of their portfolio SOUTH PASADENA, CA 40,11540.1k $3.6m $3.6m 0.04% Added +1.1k +1,150
77 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 36,63336.6k $3.4m $3.4m 0.04% Added +32.0k +32,036
78 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 35,20035.2k $3.2m $3.2m 0.00% Added +16.5k +16,538
79 Fifth Third Wealth Advisors LLC 0.09% of their portfolio Cincinnati, OH 34,65934.7k $3.2m $3.2m 0.09% Added +20.4k +20,414
80 Smartleaf Asset Management LLC 0.10% of their portfolio BOSTON, MA 34,20534.2k $3.1m $3.1m 0.10% Unchanged
81 QP WEALTH MANAGEMENT, LLC 4.45% of their portfolio BOCA RATON, FL 34,05134.1k $3.1m $3.1m 4.45% Reduced -262 -262
82 Evernest Financial Advisors, LLC 0.62% of their portfolio CARMEL, IN 32,49232.5k $3.0m $3.0m 0.62% Unchanged
83 RAFFA WEALTH MANAGEMENT, LLC 0.36% of their portfolio WASHINGTON, DC 30,93830.9k $2.8m $2.8m 0.36% Reduced -1.4k -1,368
84 Centerpoint Advisors, LLC 0.78% of their portfolio NEEDHAM, MA 30,01530.0k $2.8m $2.8m 0.78% Reduced -622 -622
85 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 29,89129.9k $2.7m $2.7m 0.01% Added +8.7k +8,653
86 Mechanics Financial Corp 0.93% of their portfolio Mansfield, OH 28,51228.5k $2.6m $2.6m 0.93% Added +17.1k +17,116
87 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 28,43028.4k $2.6m $2.6m 0.00% Added +751 +751
88 Altman Advisors, Inc. 0.14% of their portfolio CHICAGO, IL 27,98628.0k $380.3k $380.3k 0.14% Added +4.0k +4,045
89 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,90427.9k $2.6m $2.6m 0.00% Added +13.8k +13,765
90 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 27,78027.8k $2.5m $2.5m 0.00% Reduced -3.3k -3,276
91 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 27,67827.7k $2.5m $2.5m 0.00% Added +3.5k +3,523
92 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 26,14226.1k $2.4m $2.4m 0.00% Unchanged
93 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 25,38025.4k $2.3m $2.3m 0.00% Reduced -550 -550
94 Advisory Solutions Group, LLC 0.78% of their portfolio PLYMOUTH, MN 24,90024.9k $2.3m $2.3m 0.78% First filing
95 TOUNJIAN ADVISORY PARTNERS, LLC 0.96% of their portfolio FORT MYERS, FL 24,57324.6k $2.3m $2.3m 0.96% New
96 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 24,53024.5k $2.2m $2.2m 0.00% Added +8.7k +8,662
97 Spartan Wealth Advisory Services LLC 0.18% of their portfolio BINGHAM FARMS, MI 24,45624.5k $2.2m $2.2m 0.18% Added +736 +736
98 Single Point Partners, LLC 0.00% of their portfolio BOSTON, MA 22,77922.8k $22.8k $22.8k 0.00% Added +4.9k +4,887
99 KLINGENSTEIN FIELDS & CO LP 0.07% of their portfolio NEW YORK, NY 22,70022.7k $2.1m $2.1m 0.07% Unchanged
100 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 22,39022.4k $2.1m $2.1m 0.01% Unchanged