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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

120 hedge funds and large institutions have $372M invested in iShares Russell 2500 ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-9
Holders Change %
-6.98%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
50
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$63.1M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.4M
3
BFG
3
Berger Financial Group
Minnesota
$6.24M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$21M
5
SWPG
5
Strategic Wealth Partners Group
Illinois
$8.08M

Top Sellers

1
LFGH
1
Lee Financial Group Hawaii
Hawaii
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.3M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$142K
4
PIMC
4
Praesidium Investment Management Company
New York
$0
5
Truist Financial
5
Truist Financial
North Carolina
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$3.03M -$1.02M -18,665 -25%
Corient Private Wealth
27
Corient Private Wealth
Florida
$2.71M +$6.52K +119 +0.2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.67M +$1.89M +34,414 +240%
Mariner
29
Mariner
Kansas
$2.39M +$63K +1,149 +3%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.38M -$877 -16 -0%
RA
31
RFG Advisory
Alabama
$2.1M +$1.58M +28,818 +303%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.92M -$1.12M -20,463 -37%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.85M +$275K +5,024 +18%
TF
34
Trek Financial
Arizona
$1.76M +$1.76M +32,156 New
LNC
35
Lincoln National Corp
Pennsylvania
$1.72M -$8.99K -164 -0.5%
TRCT
36
Tower Research Capital (TRC)
New York
$1.7M +$391K +7,139 +30%
COCM
37
Charter Oak Capital Management
New Hampshire
$1.3M -$81.4K -1,484 -6%
DI
38
DFPG Investments
Utah
$1.24M +$261K +4,755 +27%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1.16M -$109K -1,987 -9%
MIC
40
Means Investment Company
Maine
$1.13M +$822 +15 +0.1%
BFWA
41
Benchmark Financial Wealth Advisors
Florida
$1.12M +$577K +10,523 +107%
JIC
42
Johnson Investment Counsel
Ohio
$1.1M -$183K -3,335 -14%
HBCM
43
Heron Bay Capital Management
Michigan
$1.06M +$1.06M +19,422 New
QCG
44
Quadrant Capital Group
Ohio
$1.05M +$1.05M +19,120 New
TC
45
TownSquare Capital
Utah
$1.05M -$1.01M -18,486 -49%
AWE
46
Avidian Wealth Enterprises
Texas
$992K +$215K +3,916 +28%
UWM
47
USAdvisors Wealth Management
Minnesota
$972K +$14.9K +272 +2%
SWM
48
Southern Wealth Management
Texas
$922K +$142K +2,583 +18%
Citadel Advisors
49
Citadel Advisors
Florida
$922K -$1.39M -25,390 -60%
HNB
50
Huntington National Bank
Ohio
$891K -$864K – –
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