iShares Russell 2500 ETF
SMMD
260 hedge funds and large institutions have $3B invested in iShares Russell 2500 ETF in 2026 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 64 reducing their positions, and 11 closing their positions.
264% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 11
83% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 64
41% more capital invested
Capital invested by funds: $2.13B → $3B (+$878M)
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
12% more funds holding
Funds holding: 233 → 260 (+27)
5.91% less ownership
Funds ownership: 82.25% → 76.34% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$93.2M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$51M |
| 3 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$42.2M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$36.2M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$30.5M |
| 2 |
KCM
Kendall Capital Management
Rockville,
Maryland
|
-$24.2M |
| 3 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$9.05M |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$7.24M |
| 5 |
HFO
Heritage Family Offices
Scottsdale,
Arizona
|
-$5.36M |
SMMD Hedge Fund Activity: Q2 2026 in Review
260 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2026, worth a combined $3B — up 41% from $2.13B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SMMD positions and 11 closed out — a net gain of 29 holders — while 117 added to existing stakes and 64 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $93.2M. The largest seller was Bank of America, cutting an estimated $30.5M.
- 260 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2026, up from 233 in Q1 2026.
- Funds reported $3B of iShares Russell 2500 ETF stock for Q2 2026, up 41% quarter-over-quarter.
- 40 funds opened new iShares Russell 2500 ETF positions in Q2 2026 and 11 closed out, a net change of +29 holders.
- The largest iShares Russell 2500 ETF buyer in Q2 2026 was Wellington Management Group, an estimated $93.2M added.
- The largest iShares Russell 2500 ETF seller in Q2 2026 was Bank of America, an estimated $30.5M sold.
Based on aggregated 13F filings for Q2 2026.