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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in iShares Russell 2500 ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
195
Holders Change
+24
Holders Change %
+14.04%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
39
Increased
90
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$119M
2
CCM
2
Coldstream Capital Management
Washington
$108M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$92.8M
4
Bank of America
4
Bank of America
North Carolina
$46.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$52M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$592K
2
OMC
2
Old Mission Capital
Illinois
$0
3
AWS
3
Atria Wealth Solutions
New York
$512K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.54M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$718K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
26
Orion Portfolio Solutions
Nebraska
$10.3M +$1.22M +17,905 +13%
BCI
27
Brinker Capital Investments
Pennsylvania
$10.3M +$1.22M +17,905 +13%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$9.82M +$996K +14,650 +11%
LPL Financial
29
LPL Financial
California
$9.48M -$206K -3,031 -2%
CAMG
30
CWA Asset Management Group
Florida
$9.39M +$463K +6,816 +5%
CNBOF
31
City National Bank of Florida
Florida
$8.3M +$8.3M +122,036 New
SW
32
Simplicity Wealth
New Jersey
$8.07M +$264K +3,884 +3%
CAM
33
Congress Asset Management
Massachusetts
$6.55M +$4.15M +61,022 +173%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$5.71M +$2M +29,413 +54%
OIA
35
OneDigital Investment Advisors
Kansas
$5.55M +$3.05M +44,793 +121%
Osaic Holdings
36
Osaic Holdings
Arizona
$5.37M +$66.8K +982 +1%
PCM
37
Palisade Capital Management
New Jersey
$5.2M +$5.2M +76,432 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$5.15M +$97.6K +1,435 +2%
JJBC
39
James J. Burns & Company
New York
$4.86M -$21.3K -313 -0.4%
BFWA
40
Benchmark Financial Wealth Advisors
Florida
$4.84M +$332K +4,888 +7%
Mariner
41
Mariner
Kansas
$4.27M +$1.62M +23,847 +61%
TF
42
Trek Financial
Arizona
$4.05M -$241K -3,543 -6%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$3.69M -$77.2K -1,135 -2%
SWM
44
SigFig Wealth Management
California
$3.54M +$1.08M +15,882 +44%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$3.54M -$1.35M -19,926 -28%
Morgan Stanley
46
Morgan Stanley
New York
$3.43M +$460K +6,769 +15%
CFP
47
Catalyst Financial Partners
Massachusetts
$3.41M +$421K +6,193 +14%
RF
48
Rossby Financial
Florida
$3.34M +$3.34M +49,094 New
Ameriprise
49
Ameriprise
Minnesota
$3.01M +$1.29M +18,951 +75%
SAM
50
Smartleaf Asset Management
Massachusetts
$2.73M -$135K -1,993 -5%
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