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SMMD · iShares Russell 2500 ETF ETF

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$90.67 +0.16 (+0.18%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $2,247,683
Total Shares: 24,530

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Dec 2020 → Jun 2026 · range 7.9% – 100.0%
0.0 pts
Top 5
100.0%
Dec 2020 → Jun 2026 · range 35.1% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2020 → Jun 2026 · range 53.2% – 100.0%
0.0 pts
HHI
10,000
Dec 2020 → Jun 2026 · range 408 – 10,000
Highly concentrated0

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: 0
Institutional value: +1021.5%
Shares held: +834.5%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 24,530 $2,247,683

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 2,625 $200,418
Filter: New 1 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC SMMD $2,247,683 100.00% 24,530