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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

153 hedge funds and large institutions have $661M invested in iShares Russell 2500 ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
59
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.7M
2
LPL Financial
2
LPL Financial
California
$15.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$20.9M
4
GT
4
Glenmede Trust
Pennsylvania
$12.1M
5
Bank of America
5
Bank of America
North Carolina
$23.4M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$10.1M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$10.1M
3
Truist Financial
3
Truist Financial
North Carolina
$18.7M
4
MFG
4
MidWestOne Financial Group
Iowa
$0
5
CAM
5
Congress Asset Management
Massachusetts
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$7.29M +$2.55M +38,850 +54%
CAMG
27
CWA Asset Management Group
Florida
$6.2M +$1.85M +28,186 +42%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$4.83M -$346K -5,266 -7%
TF
29
Trek Financial
Arizona
$4.43M +$538K +8,203 +14%
Osaic Holdings
30
Osaic Holdings
Arizona
$4.3M -$87K -1,326 -2%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$3.74M -$2.26M -34,448 -38%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$3.74M -$2.26M -34,448 -38%
BFWA
33
Benchmark Financial Wealth Advisors
Florida
$3.53M +$540K +8,238 +18%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$3.46M +$68.8K +1,048 +2%
KAS
35
Kestra Advisory Services
Texas
$3.13M +$3.13M +47,715 New
SAM
36
Smartleaf Asset Management
Massachusetts
$2.86M -$179K -2,748 -6%
AWS
37
Atria Wealth Solutions
New York
$2.55M -$1.21M -18,385 -32%
CAM
38
Congress Asset Management
Massachusetts
$2.37M -$3.2M -48,757 -57%
Mariner
39
Mariner
Kansas
$2.36M -$170K -2,585 -7%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$2.34M +$226K +3,452 +11%
AAS
41
Avantax Advisory Services
Texas
$2.19M -$440K -6,704 -17%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.96M +$103K +1,570 +6%
LNC
43
Lincoln National Corp
Pennsylvania
$1.92M -$29.7K -453 -2%
UIA
44
Ulland Investment Advisors
Minnesota
$1.89M +$42.2K +643 +2%
Corient Private Wealth
45
Corient Private Wealth
Florida
$1.72M -$2.56M -39,061 -60%
JJBC
46
James J. Burns & Company
New York
$1.61M -$2.56M -40,053 -61%
Morgan Stanley
47
Morgan Stanley
New York
$1.59M -$1.55M -23,637 -49%
CI
48
CX Institutional
Indiana
$1.54M +$160K +2,445 +12%
QCG
49
Quadrant Capital Group
Ohio
$1.53M – – –
KFC
50
Klingenstein Fields & Co
New York
$1.49M – – –
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