SMMD icon

iShares Russell 2500 ETF
SMMD

Overview Fund Activity

66 hedge funds and large institutions have $219M invested in iShares Russell 2500 ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.16%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
11
Increased
29
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$12.8M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.59M
3
HWMA
3
Heritage Wealth Management (Arizona)
Arizona
$22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21M
5
D
5
Diversified
Delaware
$4.42M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
ARG
2
Advisory Resource Group
Oklahoma
$6.96M
3
HNB
3
Huntington National Bank
Ohio
$1.04M
4
SBL
4
Sargent Bickham Lagudis
Colorado
$202K
5
LPL Financial
5
LPL Financial
California
$5.94M
Name Market Value Shares Shares
Change 		Shares
Change %
UWM
26
USAdvisors Wealth Management
Minnesota
$1.13M 17,565 +1,042 +6%
HNB
27
Huntington National Bank
Ohio
– – – –
CAM
28
Cresset Asset Management
Illinois
$818K 12,737 +12,737 New
AWM
29
Apollon Wealth Management
South Carolina
$781K 12,160 – –
AAS
30
Avantax Advisory Services
Texas
$753K 11,703 -302 -3%
SWM
31
Southern Wealth Management
Texas
$711K 11,071 – –
PAG
32
Private Advisor Group
New Jersey
$617K 9,610 +515 +6%
5L
33
55I LLC
Massachusetts
$579K 9,014 +4,119 +84%
RJA
34
Raymond James & Associates
Florida
$552K 8,594 -3,604 -30%
B
35
Bridgeworth
Alabama
$522K 8,137 -91 -1%
Creative Planning
36
Creative Planning
Kansas
$481K 7,487 – –
TPWA
37
TRUE Private Wealth Advisors
Oregon
$480K 7,483 +33 +0.4%
JC
38
JB Capital
Connecticut
$475K 7,400 +7,400 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$467K 7,272 +290 +4%
OWM
40
OneAscent Wealth Management
Alabama
$430K 6,697 +6,697 New
SPC
41
Sigma Planning Corp
Michigan
$418K 6,507 +5 +0.1%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$374K 5,825 +3 +0.1%
PWM
43
Perigon Wealth Management
California
$367K 5,718 +5,718 New
FLPIM
44
F.L. Putnam Investment Management
Massachusetts
$355K 5,535 +655 +13%
Osaic Holdings
45
Osaic Holdings
Arizona
$325K 5,054 +2,213 +78%
IWS
46
Insight Wealth Strategies
California
$308K 4,803 +17 +0.4%
ASN
47
Advisory Services Network
Georgia
$305K 4,757 +586 +14%
FCM
48
Firestone Capital Management
Florida
$265K 4,000 – –
RJFSA
49
Raymond James Financial Services Advisors
Florida
$251K 3,902 +3,902 New
SEP
50
Southland Equity Partners
Missouri
$220K 3,434 – –
1
2
3 4