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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

122 hedge funds and large institutions have $426M invested in iShares Russell 2500 ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
53
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$77.1M
2
Bank of America
2
Bank of America
North Carolina
$18.9M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$25.9M
4
AWS
4
Atria Wealth Solutions
New York
$3.3M
5
US Bancorp
5
US Bancorp
Minnesota
$14M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17M
2
EWA
2
EP Wealth Advisors
California
$526K
3
CAN
3
Cetera Advisor Networks
California
$830K
4
TRCT
4
Tower Research Capital (TRC)
New York
$413K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$755K
Name Market Value Shares Shares
Change 		Shares
Change %
JJBC
26
James J. Burns & Company
New York
$3.55M 61,800 +1,217 +2%
AWS
27
Atria Wealth Solutions
New York
$3.3M 57,337 +49,191 +604%
LPL Financial
28
LPL Financial
California
$2.84M 49,359 -5,999 -11%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$2.79M 48,595 -131 -0.3%
Corient Private Wealth
30
Corient Private Wealth
Florida
$2.64M 45,916 -3,463 -7%
Mariner
31
Mariner
Kansas
$2.53M 44,028 +484 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.46M 42,738 -595 -1%
BFWA
33
Benchmark Financial Wealth Advisors
Florida
$2.29M 39,919 +19,516 +96%
RA
34
RFG Advisory
Alabama
$2.2M 38,240 -75 -0.2%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$2.03M 35,272 +26,406 +298%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.01M 35,015 -58 -0.2%
LNC
37
Lincoln National Corp
Pennsylvania
$1.6M 27,818 -3,647 -12%
QCG
38
Quadrant Capital Group
Ohio
$1.34M 23,322 +4,202 +22%
COCM
39
Charter Oak Capital Management
New Hampshire
$1.3M 22,586 -1,193 -5%
AI
40
Atria Investments
North Carolina
$1.29M 22,495 +22,495 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.23M 21,392 +165 +0.8%
Morgan Stanley
42
Morgan Stanley
New York
$1.2M 20,816 +14,094 +210%
JIC
43
Johnson Investment Counsel
Ohio
$1.15M 20,096 -59 -0.3%
PIA
44
Pinion Investment Advisors
Kansas
$1.15M 20,063 +20,063 New
MIC
45
Means Investment Company
Maine
$1.13M 19,738 -893 -4%
GA
46
GoalVest Advisory
New York
$1.08M 18,724 +18,724 New
RJA
47
Raymond James & Associates
Florida
$1.02M 17,691 +1,674 +10%
UWM
48
USAdvisors Wealth Management
Minnesota
$1.01M 17,559 -163 -0.9%
AWE
49
Avidian Wealth Enterprises
Texas
$989K 17,206 -893 -5%
HNB
50
Huntington National Bank
Ohio
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