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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

101 hedge funds and large institutions have $279M invested in iShares Russell 2500 ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 16 closing their positions.

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.75%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
19
Increased
45
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$18.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.9M
3
CG
3
Colony Group
Massachusetts
$6.77M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$5.15M
5
CAM
5
Cresset Asset Management
Illinois
$8.64M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$10.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.99M
3
JPG
3
Jordan Park Group
California
$0
4
CL
4
CPWM LLC
Washington
$0
5
FA
5
FDx Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.56M +$223K +4,483 +10%
AI
27
Atria Investments
North Carolina
$2.13M -$277K -5,565 -12%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.07M -$175K -3,510 -8%
Mariner
29
Mariner
Kansas
$1.97M +$816K +16,404 +71%
Citadel Advisors
30
Citadel Advisors
Florida
$1.88M +$1.88M +37,694 New
LNC
31
Lincoln National Corp
Pennsylvania
$1.79M -$630K -12,657 -26%
MIC
32
Means Investment Company
Maine
$1.42M +$183K +3,679 +15%
EBA
33
Eagle Bay Advisors
New York
$1.31M +$27K +543 +2%
5L
34
55I LLC
Massachusetts
$1.2M -$8.07K -162 -0.7%
JIC
35
Johnson Investment Counsel
Ohio
$1.14M – – –
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$1.1M +$521K +10,481 +90%
BPA
37
Beacon Pointe Advisors
California
$927K -$439K -8,810 -32%
UWM
38
USAdvisors Wealth Management
Minnesota
$860K +$34.6K +696 +4%
MML Investors Services
39
MML Investors Services
Massachusetts
$819K -$307K -6,162 -27%
HNB
40
Huntington National Bank
Ohio
$808K -$839K – –
TRCT
41
Tower Research Capital (TRC)
New York
$768K +$768K +15,436 New
JJBC
42
James J. Burns & Company
New York
$737K +$737K +14,813 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$705K +$22.4K +451 +3%
B
44
Bridgeworth
Alabama
$699K -$173K -3,474 -20%
SWM
45
Southern Wealth Management
Texas
$694K +$97.2K +1,782 +16%
AWE
46
Avidian Wealth Enterprises
Texas
$685K +$3.78K +76 +0.6%
PAG
47
Private Advisor Group
New Jersey
$658K +$86.3K +1,733 +15%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$656K +$226K +4,552 +53%
AWM
49
Apollon Wealth Management
South Carolina
$618K – – –
COCM
50
Charter Oak Capital Management
New Hampshire
$598K +$339K +6,806 +131%
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