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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

26 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Sep 2023 → Jun 2026 · range 8.5% – 100.0%
+84.1 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 29.9% – 100.0%
+53.8 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 46.6% – 100.0%
+39.1 pts
HHI
10,000
Sep 2023 → Jun 2026 · range 345 – 10,000
Highly concentrated+9,422

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
1
Decreased
0
Sold Out
230
Unchanged
0
Holder count: -230
Institutional value: -99.9%
Shares held: -99.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Corient Private Wealth LLC +8,662 24,530

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
GLENMEDE TRUST CO NA 4,413,593 $336,977,825
FIFTH THIRD BANCORP 3,058,941 $233,550,145
BANK OF AMERICA CORP /DE/ 2,116,037 $161,559,423
BANK OF MONTREAL /CAN/ 1,730,215 $132,101,912
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,504,650 $114,880,027
Filter: New 0 Increased 1 Reduced 0 Sold out 230 Unchanged 0
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC SMMD $2,247,683 100.00% 24,530