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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

163 hedge funds and large institutions have $736M invested in iShares Russell 2500 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 8 closing their positions.

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
21
Increased
69
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$30.4M
2
WIA
2
World Investment Advisors
California
$22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$31.7M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$11.7M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.95M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$84.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.6M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
WANY
5
Wealthspire Advisors (New York)
New York
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
26
Orion Portfolio Solutions
Nebraska
$8.98M -$694K -11,090 -7%
BCI
27
Brinker Capital Investments
Pennsylvania
$8.98M -$694K -11,090 -7%
HighTower Advisors
28
HighTower Advisors
Illinois
$8.34M +$61.9K +989 +0.7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8.21M -$2.63M -42,052 -24%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$7.91M +$955K +15,257 +14%
Osaic Holdings
31
Osaic Holdings
Arizona
$6.07M +$1.97M +31,464 +48%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$4.62M +$6.64K +106 +0.1%
JJBC
33
James J. Burns & Company
New York
$4.36M +$2.79M +44,507 +177%
TF
34
Trek Financial
Arizona
$4.11M -$121K -1,926 -3%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$3.95M +$3.21M +51,297 +432%
KAS
36
Kestra Advisory Services
Texas
$3.85M +$864K +13,808 +29%
BFWA
37
Benchmark Financial Wealth Advisors
Florida
$3.81M +$435K +6,954 +13%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.62M +$2.94M +46,932 +430%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$3.57M +$273K +4,359 +8%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$3.57M – – –
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$3.57M – – –
CAM
42
Congress Asset Management
Massachusetts
$3.15M +$884K +14,120 +39%
RJA
43
Raymond James & Associates
Florida
$3.02M +$2.16M +34,472 +250%
Jane Street
44
Jane Street
New York
$2.86M +$2.86M +45,671 New
SAM
45
Smartleaf Asset Management
Massachusetts
$2.83M +$91.8K +1,472 +3%
William Blair & Company
46
William Blair & Company
Illinois
$2.7M +$2.04M +32,580 +309%
TRCT
47
Tower Research Capital (TRC)
New York
$2.58M +$2.38M +37,966 +1,168%
AAS
48
Avantax Advisory Services
Texas
$2.47M +$379K +6,057 +18%
Morgan Stanley
49
Morgan Stanley
New York
$2.42M +$903K +14,430 +60%
Mariner
50
Mariner
Kansas
$2.41M +$161K +2,579 +7%
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