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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

100 hedge funds and large institutions have $288M invested in iShares Russell 2500 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
19
Increased
47
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$22.4M
2
BC
2
Brio Consultants
California
$16.4M
3
WANY
3
Wealthspire Advisors (New York)
New York
$9.26M
4
Truist Financial
4
Truist Financial
North Carolina
$20.2M
5
US Bancorp
5
US Bancorp
Minnesota
$10.5M

Top Sellers

1
PWS
1
Paragon Wealth Strategies
Florida
$0
2
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$22.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$420K
5
HNB
5
Huntington National Bank
Ohio
$839K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$609K +$49.5K +958 +9%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$603K -$358K -6,945 -37%
PAG
53
Private Advisor Group
New Jersey
$593K -$51.4K -996 -8%
PWM
54
Perigon Wealth Management
California
$575K +$10.9K +212 +2%
DY
55
Dowling & Yahnke
California
$570K +$570K +11,040 New
SWM
56
Southern Wealth Management
Texas
$565K +$93.5K +1,810 +20%
AAS
57
Avantax Advisory Services
Texas
$501K -$145K -2,819 -22%
BBNA
58
Bremer Bank National Association
Minnesota
$468K +$468K +9,067 New
RJA
59
Raymond James & Associates
Florida
$465K +$28.2K +547 +6%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$455K +$455K +8,641 New
STAS
61
Strong Tower Advisory Services
Minnesota
$438K +$36.1K +699 +9%
Jane Street
62
Jane Street
New York
$427K +$427K +8,281 New
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$420K -$1.24M -23,973 -75%
TB
64
Treynor Bancshares
Iowa
$396K +$34.2K +663 +9%
FLPIM
65
F.L. Putnam Investment Management
Massachusetts
$368K +$57.3K +1,112 +18%
SCA
66
Spearhead Capital Advisors
Florida
$354K – – –
MYIA
67
Mount Yale Investment Advisors
Colorado
$342K +$342K +6,624 New
OWM
68
OneAscent Wealth Management
Alabama
$328K – – –
JC
69
JB Capital
Connecticut
$301K -$180K -3,500 -37%
APWA
70
Atlas Private Wealth Advisors
New Jersey
$295K -$671 -13 -0.2%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$290K -$43.8K -849 -13%
AWS
72
Atria Wealth Solutions
New York
$286K +$79.2K +1,532 +38%
Morgan Stanley
73
Morgan Stanley
New York
$281K +$23.8K +461 +9%
TPWA
74
TRUE Private Wealth Advisors
Oregon
$276K +$51 +1 +0%
COCM
75
Charter Oak Capital Management
New Hampshire
$269K +$269K +5,206 +260,300%
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