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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

192 hedge funds and large institutions have $1.14B invested in iShares Russell 2500 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 18 closing their positions.

Holders
192
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
25
Increased
72
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
1
Glenmede Investment Management
Pennsylvania
$199M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$12.2M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$7.85M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$33.3M
5
CTC
5
Central Trust Company
Missouri
$42.1M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$65.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$41.3M
3
Truist Financial
3
Truist Financial
North Carolina
$12.6M
4
CWM
4
CMH Wealth Management
New Hampshire
$8.62M
5
CAM
5
Congress Asset Management
Massachusetts
$3.91M
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
1
Glenmede Investment Management
Pennsylvania
$199M 2,930,717 +2,930,717 New
FWIA
2
Fort Washington Investment Advisors
Ohio
$102M 1,504,650 – –
CCM
3
Coldstream Capital Management
Washington
$65.8M 970,694 -238,148 -20%
Bank of America
4
Bank of America
North Carolina
$55.3M 816,499 +10,761 +1%
CTC
5
Central Trust Company
Missouri
$42.1M 621,081 +76,222 +14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$41.3M 609,648 -143,315 -19%
CAM
7
Cresset Asset Management
Illinois
$40.9M 603,824 -89,812 -13%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$35.3M 520,073 -28,407 -5%
WANY
9
Wealthspire Advisors (New York)
New York
$34.1M 503,388 +21,416 +4%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$33.3M 491,438 +86,857 +21%
WIA
11
World Investment Advisors
California
$23M 339,153 -4,833 -1%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$23M 338,643 -16,176 -5%
US Bancorp
13
US Bancorp
Minnesota
$22.1M 326,022 -14,293 -4%
UBS Group
14
UBS Group
Switzerland
$21.9M 323,310 +46,896 +17%
KCM
15
Kendall Capital Management
Maryland
$21M 310,495 +7,457 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$17.4M 256,516 +4,723 +2%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$16M 236,044 +19,353 +9%
William Blair & Company
18
William Blair & Company
Illinois
$14.4M 212,306 -5,498 -3%
HFO
19
Heritage Family Offices
Arizona
$13.8M 219,991 -8 -0%
Truist Financial
20
Truist Financial
North Carolina
$12.6M 185,494 -135,427 -42%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$12.2M 180,047 +116,155 +182%
CNBOF
22
City National Bank of Florida
Florida
$11.6M 171,088 +29,214 +21%
SW
23
Simplicity Wealth
New Jersey
$11.6M 171,088 +30,733 +22%
BC
24
Brio Consultants
California
$11.5M 169,041 -22,703 -12%
Raymond James Financial
25
Raymond James Financial
Florida
$10.7M 158,394 -25,588 -14%
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