SMMD icon

iShares Russell 2500 ETF
SMMD

Overview Fund Activity

191 hedge funds and large institutions have $1.05B invested in iShares Russell 2500 ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
19
Increased
76
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$141M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$22.2M
3
HCA
3
Harbor Capital Advisors
Illinois
$12.7M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$25.3M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$94.1M

Top Sellers

1
KIM
1
Kestra Investment Management
Texas
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.7M
3
CCM
3
Coldstream Capital Management
Washington
$75.6M
4
BC
4
Brio Consultants
California
$12M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
26
CWA Asset Management Group
Florida
$8.94M +$302K +4,829 +3%
CNBOF
27
City National Bank of Florida
Florida
$8.87M +$1.24M +19,838 +16%
SW
28
Simplicity Wealth
New Jersey
$8.78M +$1.36M +21,680 +18%
BFG
29
Berger Financial Group
Minnesota
$8.28M -$1.96M -31,390 -19%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$8.27M -$769K -12,297 -9%
LPL Financial
31
LPL Financial
California
$8.26M -$467K -7,470 -5%
HighTower Advisors
32
HighTower Advisors
Illinois
$7.77M -$2.91M -46,579 -27%
OPS
33
Orion Portfolio Solutions
Nebraska
$7.54M -$1.9M -30,341 -20%
BCI
34
Brinker Capital Investments
Pennsylvania
$7.54M -$1.9M -30,341 -20%
Morgan Stanley
35
Morgan Stanley
New York
$7.46M +$4.3M +68,762 +136%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$7.09M +$6.54M +104,652 +1,201%
Osaic Holdings
37
Osaic Holdings
Arizona
$5.84M +$899K +14,371 +18%
RF
38
Rossby Financial
Florida
$5.1M +$2.11M +34,513 +70%
OIA
39
OneDigital Investment Advisors
Kansas
$4.9M -$205K -3,280 -4%
Jane Street
40
Jane Street
New York
$4.82M +$4.47M +71,458 +1,288%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$4.63M -$107K -1,708 -2%
SWM
42
SigFig Wealth Management
California
$4.35M +$1.09M +17,359 +33%
JJBC
43
James J. Burns & Company
New York
$4.34M -$126K -2,017 -3%
CFP
44
Catalyst Financial Partners
Massachusetts
$4.02M +$882K +14,109 +28%
Citigroup
45
Citigroup
New York
$4.02M +$2.36M +37,657 +142%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$4M -$1.25M -20,047 -24%
Mariner
47
Mariner
Kansas
$3.76M -$168K -2,680 -4%
BFWA
48
Benchmark Financial Wealth Advisors
Florida
$3.74M -$715K -11,433 -16%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$3.64M +$389K +6,223 +12%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$3.46M +$66.5K +1,063 +2%
1
2
3 4 5