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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

97 hedge funds and large institutions have $273M invested in iShares Russell 2500 ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
40
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Paragon Wealth Strategies
Florida
$25.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.3M
3
CAM
3
Cresset Asset Management
Illinois
$6.34M
4
LHC
4
Little House Capital
Massachusetts
$6.28M
5
CCM
5
Coldstream Capital Management
Washington
$2.71M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$1.16M
2
LPWM
2
Lake Point Wealth Management
Texas
$72K
3
D
3
Diversified
Delaware
$0
4
Bank of America
4
Bank of America
North Carolina
$14.3M
5
S
5
Surevest
California
$7.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Congress Wealth Management
Massachusetts
$2.38M +$831K +13,320 +54%
5L
27
55I LLC
Massachusetts
$2.15M +$1.32M +21,093 +157%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2M -$213K -3,418 -10%
Mariner
29
Mariner
Kansas
$1.82M +$881K +14,134 +94%
LNC
30
Lincoln National Corp
Pennsylvania
$1.76M +$116K +1,857 +7%
BPA
31
Beacon Pointe Advisors
California
$1.61M +$1.61M +25,809 New
JIC
32
Johnson Investment Counsel
Ohio
$1.38M +$6.49K +104 +0.5%
AI
33
Atria Investments
North Carolina
$1.24M +$9.05K +145 +0.7%
MIC
34
Means Investment Company
Maine
$1.24M +$526K +8,440 +74%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$1.16M -$11M -175,786 -90%
UWM
36
USAdvisors Wealth Management
Minnesota
$1.05M -$42.6K -683 -4%
HNB
37
Huntington National Bank
Ohio
$1.01M -$1.08M – –
FTUS
38
Flow Traders U.S.
New York
$992K +$992K +15,909 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$977K +$739K +11,858 +311%
AAS
40
Avantax Advisory Services
Texas
$782K +$51.2K +821 +7%
PAG
41
Private Advisor Group
New Jersey
$778K +$179K +2,868 +30%
AWM
42
Apollon Wealth Management
South Carolina
$775K +$16.2K +260 +2%
MG
43
Mather Group
Illinois
$697K +$1.81K +29 +0.3%
PWM
44
Perigon Wealth Management
California
$682K +$1.44K +23 +0.2%
Creative Planning
45
Creative Planning
Kansas
$676K +$209K +3,350 +45%
JC
46
JB Capital
Connecticut
$583K +$377K +6,045 +184%
SWM
47
Southern Wealth Management
Texas
$570K +$570K +9,131 New
OWA
48
One Wealth Advisors
California
$565K +$565K +9,059 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$558K +$30.8K +494 +6%
RJA
50
Raymond James & Associates
Florida
$528K -$23.3K -374 -4%
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