SMMD icon

iShares Russell 2500 ETF
SMMD

Overview Fund Activity

150 hedge funds and large institutions have $586M invested in iShares Russell 2500 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
150
Holders Change
+21
Holders Change %
+16.28%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
65
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$31.4M
2
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$12.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$10.8M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$9.55M
5
CCM
5
Coldstream Capital Management
Washington
$95.7M

Top Sellers

1
GWSA
1
Global Wealth Strategies & Associates
Colorado
$42.4K
2
Bank of America
2
Bank of America
North Carolina
$17.2M
3
GA
3
GoalVest Advisory
New York
$472K
4
PIA
4
Pinion Investment Advisors
Kansas
$585K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
26
Congress Asset Management
Massachusetts
$5.23M 84,907 +56,290 +197%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$4.86M 78,902 +62,429 +379%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.45M 72,324 +11,184 +18%
Osaic Holdings
29
Osaic Holdings
Arizona
$4.11M 66,820 +8,300 +14%
CAMG
30
CWA Asset Management Group
Florida
$4.09M 66,378 +4,650 +8%
Corient Private Wealth
31
Corient Private Wealth
Florida
$4.02M 65,255 +22,239 +52%
JJBC
32
James J. Burns & Company
New York
$4.01M 65,161 +3,428 +6%
TF
33
Trek Financial
Arizona
$3.66M 59,371 -6,800 -10%
AWS
34
Atria Wealth Solutions
New York
$3.52M 57,235 +2,356 +4%
MFG
35
MidWestOne Financial Group
Iowa
$3.45M 56,000 +56,000 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$3.18M 51,618 +1,442 +3%
Morgan Stanley
37
Morgan Stanley
New York
$2.94M 47,812 +25,995 +119%
SAM
38
Smartleaf Asset Management
Massachusetts
$2.91M 46,675 +46,675 New
GT
39
Glenmede Trust
Pennsylvania
$2.9M 47,134 +47,134 New
CWM
40
Congress Wealth Management
Massachusetts
$2.89M 47,018 +42,749 +1,001%
BFWA
41
Benchmark Financial Wealth Advisors
Florida
$2.81M 45,591 +878 +2%
LPL Financial
42
LPL Financial
California
$2.71M 44,063 -541 -1%
AAS
43
Avantax Advisory Services
Texas
$2.47M 40,102 +35,469 +766%
JIC
44
Johnson Investment Counsel
Ohio
$2.39M 38,899 +18,859 +94%
Mariner
45
Mariner
Kansas
$2.37M 38,574 -246 -0.6%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.16M 35,032 +29,455 +528%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.98M 32,195 +32,195 New
LNC
48
Lincoln National Corp
Pennsylvania
$1.83M 29,753 +1,956 +7%
RA
49
RFG Advisory
Alabama
$1.76M 28,628 -8,799 -24%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.74M 28,260 -5,748 -17%
1
2
3 4 5