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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 %
LPL Financial
26
LPL Financial
California
$10.7M 158,245 +26,246 +20%
CAMG
27
CWA Asset Management Group
Florida
$10.4M 152,710 +9,786 +7%
HCA
28
Harbor Capital Advisors
Illinois
$9.83M 144,956 -58,029 -29%
BFG
29
Berger Financial Group
Minnesota
$9.41M 138,848 +6,407 +5%
CWM
30
CMH Wealth Management
New Hampshire
$8.62M 127,187 -131,230 -51%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$8.6M 126,877 -5,287 -4%
BCI
32
Brinker Capital Investments
Pennsylvania
$8.2M 121,015 +517 +0.4%
GKWIM
33
Gerber Kawasaki Wealth & Investment Management
California
$7.85M 115,875 +115,875 New
HighTower Advisors
34
HighTower Advisors
Illinois
$7.69M 113,403 -10,842 -9%
SWM
35
SigFig Wealth Management
California
$6.42M 95,048 +25,551 +37%
RF
36
Rossby Financial
Florida
$6.25M 92,198 +8,591 +10%
CFP
37
Catalyst Financial Partners
Massachusetts
$5.98M 88,183 +23,907 +37%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$5.62M 82,855 +24,582 +42%
OIA
39
OneDigital Investment Advisors
Kansas
$5.34M 78,834 +439 +0.6%
JJBC
40
James J. Burns & Company
New York
$5.28M 77,867 +8,450 +12%
Morgan Stanley
41
Morgan Stanley
New York
$4.89M 72,199 -47,052 -39%
BFWA
42
Benchmark Financial Wealth Advisors
Florida
$4.81M 71,026 +11,291 +19%
Mariner
43
Mariner
Kansas
$4.8M 70,830 +10,649 +18%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$4.4M 64,973 -9,032 -12%
CI
45
CX Institutional
Indiana
$4.21M 62,130 +12,922 +26%
MCM
46
MAI Capital Management
Ohio
$4.01M 59,098 +56,906 +2,596%
CAM
47
Congress Asset Management
Massachusetts
$3.91M 57,687 -119,384 -67%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$3.6M 53,054 -2,210 -4%
Osaic Holdings
49
Osaic Holdings
Arizona
$3.58M 52,713 -40,670 -44%
CRC
50
Curi RMB Capital
Illinois
$3.48M 51,384 +24,685 +92%
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