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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

97 hedge funds and large institutions have $273M invested in iShares Russell 2500 ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
40
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Paragon Wealth Strategies
Florida
$25.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.3M
3
CAM
3
Cresset Asset Management
Illinois
$6.34M
4
LHC
4
Little House Capital
Massachusetts
$6.28M
5
CCM
5
Coldstream Capital Management
Washington
$2.71M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$1.16M
2
LPWM
2
Lake Point Wealth Management
Texas
$72K
3
D
3
Diversified
Delaware
$0
4
Bank of America
4
Bank of America
North Carolina
$14.3M
5
S
5
Surevest
California
$7.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
51
Bridgeworth
Alabama
$510K +$499 +8 +0.1%
STAS
52
Strong Tower Advisory Services
Minnesota
$485K +$106K +1,697 +28%
TB
53
Treynor Bancshares
Iowa
$437K +$437 +7 +0.1%
SCA
54
Spearhead Capital Advisors
Florida
$427K +$427K +6,849 New
Citadel Advisors
55
Citadel Advisors
Florida
$406K -$140K -2,238 -26%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$404K -$49.9K -799 -11%
OWM
57
OneAscent Wealth Management
Alabama
$396K +$396K +6,347 New
FLPIM
58
F.L. Putnam Investment Management
Massachusetts
$376K +$29K +464 +8%
MML Investors Services
59
MML Investors Services
Massachusetts
$367K +$367K +5,878 New
APWA
60
Atlas Private Wealth Advisors
New Jersey
$358K +$68.5K +1,097 +24%
ASN
61
Advisory Services Network
Georgia
$335K -$3.3K -53 -1%
D
62
Dentgroup
Louisiana
$331K +$331K +5,308 New
TPWA
63
TRUE Private Wealth Advisors
Oregon
$319K -$113K -1,894 -26%
Morgan Stanley
64
Morgan Stanley
New York
$310K +$33.6K +540 +12%
JWCA
65
J.W. Cole Advisors
Florida
$298K -$8.98K -144 -3%
AWE
66
Avidian Wealth Enterprises
Texas
$272K -$26.8K -430 -9%
KCA
67
Karn Couzens & Associates
Connecticut
$272K +$30.4K +488 +13%
MAG
68
Mayfair Advisory Group
Alabama
$265K +$265K +4,230 New
FCM
69
Firestone Capital Management
Florida
$250K – – –
AWS
70
Atria Wealth Solutions
New York
$250K +$250K +4,002 New
WA
71
Wealth Alliance
New York
$240K +$240K +3,855 New
MFG
72
Menard Financial Group
Texas
$229K +$229K +3,668 New
PA
73
PFG Advisors
Arizona
$218K +$16.1K +258 +8%
SEP
74
Southland Equity Partners
Missouri
$214K – – –
EFS
75
Essex Financial Services
Connecticut
$202K +$202K +3,231 New
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3
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