SMMD — ISHARES RUSSELL 2500 ETF
As of Q2 2026, 16 SEC-registered investment managers reported holding SMMD (ISHARES RUSSELL 2500 ETF) in their latest 13F filings, with a combined reported value of $518.50M across 5.66M shares. That is +43.9% by share count (+1.73M shares) versus the previous quarter, while reported value moved +72.7%. Ownership is concentrated: the five largest holders account for 89.7% of reported value and the top ten for 99.5%.
Compared with the prior quarter, 3 opened new positions, 6 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 1.76M | $161.31M | 0.01% | Reduce |
| Wellington Management Group history | Q2 2026 | 1.09M | $99.44M | 0.02% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.08M | $99.20M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 774.68K | $70.98M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 377.55K | $34.38M | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 367.95K | $33.72M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 88.29K | $8.09M | 0.00% | Reduce |
| Citadel Advisors history | Q4 2025 | 57.90K | $4.34M | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 43.09K | $3.95M | 0.00% | Add |
| Baron Funds history | Q4 2025 | 51.90K | $3.89M | 0.01% | New |
| Citigroup Inc history | Q2 2026 | 27.78K | $2.55M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 26.14K | $2.40M | 0.00% | Hold |
| D. E. Shaw & Co history | Q2 2026 | 11.85K | $1.09M | 0.00% | Hold |
| Principal Global Investors history | Q2 2024 | 17.00K | $1.06M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 4.41K | $403.81K | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 4.21K | $385.85K | 0.00% | New |
| Franklin Resources history | Q2 2025 | 4.85K | $328.94K | 0.00% | New |
| Renaissance Technologies history | Q2 2026 | 3.52K | $323.00K | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 2.78K | $254.37K | 0.00% | Add |
| PNC Financial Services history | Q2 2026 | 513 | $47.05K | 0.00% | Hold |
New Positions (Q2 2026)
- Wellington Management Group 1.09M sh · $99.44M
- JPMorgan Chase & Co 377.55K sh · $34.38M
- AQR Capital Management 4.21K sh · $385.85K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 251.99K | 300.14K | 229.13K | 209.75K | 201.58K | 197.61K | 247.15K | 328.01K | 334.14K | 279.15K | 356.93K | 401.13K | 462.59K | 688.30K | 805.74K | 816.50K | 916.25K | 3.24M | 2.12M | 1.76M |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.09M |
| Fidelity Management & Research (FMR) | 628 | 617 | 2.89K | 619 | 612 | 1.29K | 911 | 1.74K | 7.86K | 176.01K | 318.72K | 506.72K | 717.12K | 872.34K | 752.96K | 609.65K | 726.01K | 877.12K | 940.39K | 1.08M |
| UBS Group AG | 26.14K | 64.68K | 43.22K | 52.58K | 380.12K | 135.21K | 113.71K | 118.87K | 104.89K | 147.95K | 187.63K | 178.13K | 188.36K | 248.00K | 276.41K | 323.31K | 357.50K | 399.10K | 583.87K | 774.68K |
| JPMorgan Chase & Co | — | — | — | — | — | 23.21K | 21.23K | 21.39K | 10.84K | 22.93K | 10.85K | 7.21K | 11.21K | 34.64K | 43.42K | 19.93K | 14.34K | 85.88K | — | 377.55K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | 17.41K | 14.96K | 8.59K | — | 18.15K | 12.04K | 9.26K | 5.87K | 19.20K | 77.37K | 367.95K |
| Morgan Stanley | 2.45K | 4.43K | 4.97K | 5.44K | 10.01K | 10.01K | 6.72K | 20.82K | 21.82K | 23.91K | 24.18K | 38.60K | 43.72K | 50.49K | 119.25K | 72.20K | 59.00K | 75.49K | 105.04K | 88.29K |
| Wells Fargo & Co | 1 | 1.04K | 1.04K | 1.60K | 1.60K | 1.17K | 1.17K | 2.95K | 3.10K | 2.73K | 3.50K | 3.19K | 4.01K | 3.29K | 3.74K | 12.59K | 15.15K | 19.24K | 30.56K | 43.09K |
| Citigroup Inc | — | — | — | — | — | — | — | 8 | 909 | 2.35K | 2.82K | 17.88K | 23.18K | 26.57K | 64.23K | 25.53K | 22.93K | 28.91K | 31.06K | 27.78K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | 17.70K | 17.54K | 21.00K | 23.70K | 22.79K | 26.14K | 26.14K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | 18.10K | 19.14K | 11.85K | 11.85K | 11.85K | 11.85K | 11.85K | 11.85K | 11.85K |
| BNY Mellon | — | — | — | 4.44K | 4.79K | 4.44K | 4.44K | 4.44K | 3.88K | 7.72K | 3.70K | 3.71K | 3.30K | 3.39K | 3.80K | 3.83K | 6.85K | 4.02K | 4.34K | 4.41K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.21K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.00K | 3.52K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 775 | 775 | 2.78K |
| PNC Financial Services | — | — | — | — | — | — | 605 | — | — | — | — | — | — | — | — | — | 10 | 512 | 513 | 513 |
| Citadel Advisors | — | 8.74K | 6.51K | — | 37.69K | 42.20K | 16.81K | 5.77K | — | — | 20.68K | 7.63K | 18.36K | 25.54K | 21.93K | 30.14K | — | 57.90K | — | — |
| Baron Funds | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 51.90K | — | — |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.85K | — | — | — | — |
| Principal Global Investors | — | — | — | — | — | — | 3.77K | 7.68K | 9.34K | 10.43K | 13.43K | 17.00K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details