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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

129 hedge funds and large institutions have $406M invested in iShares Russell 2500 ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
38
Increased
51
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWMA
1
Heritage Wealth Management (Arizona)
Arizona
$49.6M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$16.8M
3
CWM
3
CMH Wealth Management
New Hampshire
$9.51M
4
WANY
4
Wealthspire Advisors (New York)
New York
$16.8M
5
Truist Financial
5
Truist Financial
North Carolina
$16.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.19M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.08M
3
LHC
3
Little House Capital
Massachusetts
$372K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.2M
5
DWP
5
Destiny Wealth Partners
Florida
$123K
Name Market Value Shares Shares
Change 		Shares
Change %
PIMC
26
Praesidium Investment Management Company
New York
$3.87M 72,909 +72,909 New
CAN
27
Cetera Advisor Networks
California
$3.46M 65,060 +9,983 +18%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.95M 55,536 +39,081 +238%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.47M 46,554 -4,889 -10%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.3M 43,349 +1,642 +4%
Mariner
31
Mariner
Kansas
$2.25M 42,395 +2,859 +7%
Citadel Advisors
32
Citadel Advisors
Florida
$2.24M 42,204 +4,510 +12%
BTI
33
Blue Trust Inc
Georgia
$2.13M 42,832 +42,832 New
TC
34
TownSquare Capital
Utah
$2M 37,591 +37,591 New
LNC
35
Lincoln National Corp
Pennsylvania
$1.68M 31,629 -4,277 -12%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.53M 28,701 +28,701 New
COCM
37
Charter Oak Capital Management
New Hampshire
$1.34M 25,263 +13,249 +110%
Corient Private Wealth
38
Corient Private Wealth
Florida
$1.32M 49,260 +49,260 New
PFO
39
Pathstone Family Office
New Jersey
$1.29M 21,296 +21,296 New
TRCT
40
Tower Research Capital (TRC)
New York
$1.27M 23,918 +8,482 +55%
JIC
41
Johnson Investment Counsel
Ohio
$1.25M 23,490 +640 +3%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$1.23M 23,214 +23,214 New
Jane Street
43
Jane Street
New York
$1.23M 23,171 +23,171 New
CRC
44
Curi RMB Capital
Illinois
$1.12M 21,066 +21,066 New
MIC
45
Means Investment Company
Maine
$1.1M 20,616 -7,924 -28%
CWM
46
Congress Wealth Management
Massachusetts
$1.09M 20,519 -34,027 -62%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$1.08M 20,377 -166,389 -89%
AI
48
Atria Investments
North Carolina
$1.05M 19,732 -22,974 -54%
RJA
49
Raymond James & Associates
Florida
$1.05M 19,668 +7,958 +68%
DI
50
DFPG Investments
Utah
$996K 17,844 +17,844 New
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