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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

171 hedge funds and large institutions have $802M invested in iShares Russell 2500 ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 13 closing their positions.

Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
22
Increased
61
Reduced
62
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$63.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$48.6M
3
GT
3
Glenmede Trust
Pennsylvania
$22.4M
4
SW
4
Simplicity Wealth
New Jersey
$7.77M
5
Bank of America
5
Bank of America
North Carolina
$31.3M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$69.7M
2
ARG
2
Advisory Resource Group
Oklahoma
$2.46M
3
LPL Financial
3
LPL Financial
California
$9.65M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.88M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
26
CWA Asset Management Group
Florida
$8.89M +$8.89M +131,279 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$8.79M -$95.5K -1,410 -1%
SW
28
Simplicity Wealth
New Jersey
$7.77M +$6.11M +90,154 +366%
RJA
29
Raymond James & Associates
Florida
$7.16M +$3.9M +57,534 +119%
William Blair & Company
30
William Blair & Company
Illinois
$5.5M +$2.58M +38,034 +88%
Osaic Holdings
31
Osaic Holdings
Arizona
$5.29M -$1.28M -18,928 -20%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$5.03M +$36.3K +536 +0.7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$4.88M -$3.69M -54,455 -43%
JJBC
34
James J. Burns & Company
New York
$4.86M +$144K +2,132 +3%
BFWA
35
Benchmark Financial Wealth Advisors
Florida
$4.49M +$372K +5,497 +9%
TF
36
Trek Financial
Arizona
$4.27M -$174K -2,563 -4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$3.75M -$114K -1,689 -3%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$3.69M +$3.69M +54,526 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$3.64M -$278K -4,111 -7%
CFP
40
Catalyst Financial Partners
Massachusetts
$2.98M +$801K +11,828 +37%
Morgan Stanley
41
Morgan Stanley
New York
$2.96M +$346K +5,115 +13%
SAM
42
Smartleaf Asset Management
Massachusetts
$2.85M -$221K -3,263 -7%
Mariner
43
Mariner
Kansas
$2.64M +$30.2K +446 +1%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.58M +$13.5K +199 +0.5%
OIA
45
OneDigital Investment Advisors
Kansas
$2.5M +$856K +12,638 +52%
ARG
46
Advisory Resource Group
Oklahoma
$2.46M -$14.2M -210,194 -85%
SWM
47
SigFig Wealth Management
California
$2.45M +$871K +12,865 +55%
CAM
48
Congress Asset Management
Massachusetts
$2.4M -$1.01M -14,907 -30%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$2.12M +$848K +12,517 +67%
AAS
50
Avantax Advisory Services
Texas
$2.07M -$605K -8,933 -23%
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