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iShares Russell 2500 ETF

192 hedge funds and large institutions have $1.35B invested in iShares Russell 2500 ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 54

16% more capital invested

Capital invested by funds: $1.16B → $1.35B (+$188M)

2.22% more ownership

Funds ownership: 76.33%78.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 197192 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
192
Holders Change
-5
Holders Change %
-2.54%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
87
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
Simplicity Wealth
New Jersey
$12.5M -$108K -1,518 -0.9%
LPL Financial
27
LPL Financial
California
$11.8M +$123K +1,730 +1%
CAMG
28
CWA Asset Management Group
Florida
$11.7M +$422K +5,928 +4%
BFG
29
Berger Financial Group
Minnesota
$10.5M +$260K +3,650 +3%
BC
30
Brio Consultants
California
$10.5M -$1.91M -26,817 -16%
CWM
31
CMH Wealth Management
New Hampshire
$9.33M -$49.9K -701 -0.6%
BCI
32
Brinker Capital Investments
Pennsylvania
$8.73M -$185K -2,599 -2%
CAM
33
Congress Asset Management
Massachusetts
$8.35M +$3.96M +55,604 +96%
SWM
34
SigFig Wealth Management
California
$8.14M +$1.1M +15,448 +16%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8M -$1.31M -18,388 -14%
WHG
36
Westwood Holdings Group
Texas
$7.71M +$7.45M +104,512 New
HCA
37
Harbor Capital Advisors
Illinois
$7.52M -$3.06M -42,963 -30%
RF
38
Rossby Financial
Florida
$7.43M +$589K +8,266 +9%
CRC
39
Curi RMB Capital
Illinois
$7.37M +$3.46M +48,550 +94%
HighTower Advisors
40
HighTower Advisors
Illinois
$7.25M -$1.07M -15,007 -13%
CFP
41
Catalyst Financial Partners
Massachusetts
$7.02M +$496K +6,965 +8%
Mariner
42
Mariner
Kansas
$6.07M +$822K +11,542 +16%
OIA
43
OneDigital Investment Advisors
Kansas
$5.8M -$10.5K -147 -0.2%
JJBC
44
James J. Burns & Company
New York
$5.66M -$81.1K -1,138 -1%
BFWA
45
Benchmark Financial Wealth Advisors
Florida
$5.48M +$238K +3,343 +5%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$4.79M -$1.35K -19 -0%
CI
47
CX Institutional
Indiana
$4.68M +$98K +1,376 +2%
MCM
48
MAI Capital Management
Ohio
$4.43M +$75K +1,052 +2%
Morgan Stanley
49
Morgan Stanley
New York
$4.35M -$941K -13,200 -18%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$4.08M +$164K +2,303 +4%

SMMD Hedge Fund Activity: Q3 2025 in Review

192 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2025, worth a combined $1.35B — up 16% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SMMD and 12 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 87 added.

The largest buyer was Glenmede Investment Management, adding an estimated $33.8M. The largest seller was Susquehanna International Group, cutting an estimated $4.4M.

  • 192 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2025, down from 197 in Q2 2025.
  • Funds reported $1.35B of iShares Russell 2500 ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 12 funds opened new iShares Russell 2500 ETF positions in Q3 2025 and 15 closed out, a net change of -3 holders.
  • The largest iShares Russell 2500 ETF buyer in Q3 2025 was Glenmede Investment Management, an estimated $33.8M added.
  • The largest iShares Russell 2500 ETF seller in Q3 2025 was Susquehanna International Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2025.