SMMD
iShares Russell 2500 ETF · Financial Services · Asset Management - Global
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +11.6% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +3 | 16.11M | $1.48B | +5 | −2 |
| Q1 2026 | 52 | -1 | 12.86M | $980.54M | +4 | −5 |
| Q4 2025 | 52 | +2 | 9.18M | $688.05M | +2 | — |
| Q3 2025 | 5 | -1 | 831.40K | $61.30M | — | −1 |
| Q2 2025 | 3 | 0 | 651.64K | $44.17M | — | — |
| Q1 2025 | 2 | 0 | 33.79K | $2.11M | — | — |
| Q4 2024 | 2 | 0 | 37.39K | $2.54M | — | — |
| Q3 2024 | 2 | 0 | 37.50K | $2.54M | — | — |
| Q2 2024 | 2 | — | 25.73K | $1.61M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 726.01K | +19.1% | $53.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 59.00K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 28.67K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 4 | D. E. Shaw & Co. ✦ | 11.85K | 0.0% | $873,448 | 0.0% | Held | 6 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 5.87K | — | $432,795 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $2.04M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 231 holders, 27.46M shares, $2.07B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.