SMMD icon

iShares Russell 2500 ETF
SMMD

Overview Fund Activity

100 hedge funds and large institutions have $288M invested in iShares Russell 2500 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 15 closing their positions.

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
19
Increased
47
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$22.4M
2
BC
2
Brio Consultants
California
$16.4M
3
WANY
3
Wealthspire Advisors (New York)
New York
$9.26M
4
Truist Financial
4
Truist Financial
North Carolina
$20.2M
5
US Bancorp
5
US Bancorp
Minnesota
$10.5M

Top Sellers

1
PWS
1
Paragon Wealth Strategies
Florida
$0
2
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$22.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$420K
5
HNB
5
Huntington National Bank
Ohio
$839K
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$2.51M +$1.05M +20,397 +72%
AI
27
Atria Investments
North Carolina
$2.49M +$1.46M +28,360 +142%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.42M -$247K -4,781 -9%
CAN
29
Cetera Advisor Networks
California
$2.41M +$318K +6,153 +15%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.33M +$281K +5,447 +14%
JPG
31
Jordan Park Group
California
$2.1M -$70.5K -1,366 -3%
BPA
32
Beacon Pointe Advisors
California
$1.41M +$83.2K +1,618 +6%
EBA
33
Eagle Bay Advisors
New York
$1.33M +$1.32M +25,665 +34,220%
MIC
34
Means Investment Company
Maine
$1.28M +$260K +5,040 +25%
5L
35
55I LLC
Massachusetts
$1.25M -$530K -10,271 -30%
CL
36
CPWM LLC
Washington
$1.24M +$1.24M +24,000 New
Mariner
37
Mariner
Kansas
$1.19M -$309K -5,986 -21%
JIC
38
Johnson Investment Counsel
Ohio
$1.18M +$40.6K +787 +4%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.17M +$864K +16,739 +285%
CG
40
Colony Group
Massachusetts
$1.09M +$1.09M +21,046 New
FA
41
FDx Advisors
Illinois
$1.02M +$1.02M +19,805 New
ACM
42
Advisors Capital Management
New Jersey
$963K +$963K +18,650 New
B
43
Bridgeworth
Alabama
$905K +$483K +9,350 +114%
UWM
44
USAdvisors Wealth Management
Minnesota
$856K -$13K -252 -1%
HNB
45
Huntington National Bank
Ohio
$839K -$1.01M – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$713K -$95.8K -1,855 -12%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$708K +$246K +4,767 +53%
AWE
48
Avidian Wealth Enterprises
Texas
$706K +$481K +9,318 +213%
OWA
49
One Wealth Advisors
California
$646K +$179K +3,463 +38%
AWM
50
Apollon Wealth Management
South Carolina
$641K – – –
1
2
3 4 5