SMMD icon

iShares Russell 2500 ETF
SMMD

Overview Fund Activity

66 hedge funds and large institutions have $219M invested in iShares Russell 2500 ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.16%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
11
Increased
29
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$12.8M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.59M
3
HWMA
3
Heritage Wealth Management (Arizona)
Arizona
$22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21M
5
D
5
Diversified
Delaware
$4.42M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
ARG
2
Advisory Resource Group
Oklahoma
$6.96M
3
HNB
3
Huntington National Bank
Ohio
$1.04M
4
SBL
4
Sargent Bickham Lagudis
Colorado
$202K
5
LPL Financial
5
LPL Financial
California
$5.94M
Name Market Value Shares Shares
Change 		Shares
Change %
DIP
51
DT Investment Partners
Pennsylvania
$220K 3,437 +32 +0.9%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$204K 3,175 – –
SBL
53
Sargent Bickham Lagudis
Colorado
$202K 3,139 -13,329 -81%
TWM
54
TMD Wealth Management
Arizona
$202K 3,142 +3,142 New
Morgan Stanley
55
Morgan Stanley
New York
$157K 2,453 – –
APWA
56
Atlas Private Wealth Advisors
New Jersey
$82K 1,282 +724 +130%
CTC
57
Central Trust Company
Missouri
$72K 1,116 +603 +118%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$40K 628 -1 -0.2%
SWM
59
Spire Wealth Management
Virginia
$33K 513 +513 New
William Blair & Company
60
William Blair & Company
Illinois
$28K 435 – –
HI
61
Harbour Investments
Wisconsin
$14K 218 -724 -77%
RG
62
Retirement Group
California
$14K 215 – –
JCM
63
Jacobi Capital Management
Pennsylvania
$3K 49 – –
BlackRock
64
BlackRock
New York
$2K 35 +35 New
LFG
65
Larson Financial Group
Missouri
$1K 19 +19 New
Goldman Sachs
66
Goldman Sachs
New York
– – -35,917 Closed
JWCA
67
J.W. Cole Advisors
Florida
– – -4,919 Closed
Wells Fargo
68
Wells Fargo
California
$0 1 -3,799 -100%
SPP
69
Single Point Partners
Massachusetts
– – -3,134 Closed
WP
70
WealthShield Partners
North Carolina
– – -428 Closed
SB
71
Strategic Blueprint
Georgia
– – -391 Closed
APA
72
American Portfolios Advisors
New York
– – -215 Closed
SL
73
Savior LLC
Massachusetts
– – -120 Closed
WT
74
Whittier Trust
California
– – -29 Closed
COCM
75
Charter Oak Capital Management
New Hampshire
$0 2 – –
1 2
3
4