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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.15B invested in iShares Russell 2500 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
25
Increased
72
Reduced
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$12.2M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$7.85M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$33.3M
4
CTC
Central Trust Company
Missouri
$42.1M
5
MCM
MAI Capital Management
Ohio
$4.01M

Top Sellers

1
CCM
Coldstream Capital Management
Washington
$65.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$41.3M
3
Truist Financial
Truist Financial
North Carolina
$12.6M
4
CWM
CMH Wealth Management
New Hampshire
$8.62M
5
CAM
Congress Asset Management
Massachusetts
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$10.7M +$1.78M +26,246 +20%
CAMG
27
CWA Asset Management Group
Florida
$10.4M +$663K +9,786 +7%
HCA
28
Harbor Capital Advisors
Illinois
$9.83M -$3.93M -58,029 -29%
BFG
29
Berger Financial Group
Minnesota
$9.41M +$434K +6,407 +5%
CWM
30
CMH Wealth Management
New Hampshire
$8.62M -$8.89M -131,230 -51%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$8.6M -$358K -5,287 -4%
BCI
32
Brinker Capital Investments
Pennsylvania
$8.2M +$35K +517 +0.4%
GKWIM
33
Gerber Kawasaki Wealth & Investment Management
California
$7.85M +$7.85M +115,875 New
HighTower Advisors
34
HighTower Advisors
Illinois
$7.69M -$735K -10,842 -9%
SWM
35
SigFig Wealth Management
California
$6.42M +$1.73M +25,551 +37%
RF
36
Rossby Financial
Florida
$6.25M +$582K +8,591 +10%
CFP
37
Catalyst Financial Partners
Massachusetts
$5.98M +$1.62M +23,907 +37%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$5.62M +$1.67M +24,582 +42%
OIA
39
OneDigital Investment Advisors
Kansas
$5.34M +$29.8K +439 +0.6%
JJBC
40
James J. Burns & Company
New York
$5.28M +$573K +8,450 +12%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$4.93M -$2.75M -40,643 -36%
Morgan Stanley
42
Morgan Stanley
New York
$4.89M -$3.19M -47,052 -39%
BFWA
43
Benchmark Financial Wealth Advisors
Florida
$4.81M +$765K +11,291 +19%
Mariner
44
Mariner
Kansas
$4.8M +$722K +10,649 +18%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$4.4M -$612K -9,032 -12%
CI
46
CX Institutional
Indiana
$4.21M +$876K +12,922 +26%
MCM
47
MAI Capital Management
Ohio
$4.01M +$3.86M +56,906 +2,596%
CAM
48
Congress Asset Management
Massachusetts
$3.91M -$8.09M -119,384 -67%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$3.6M -$150K -2,210 -4%
Osaic Holdings
50
Osaic Holdings
Arizona
$3.58M -$2.76M -40,670 -44%
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