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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

101 hedge funds and large institutions have $279M invested in iShares Russell 2500 ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.75%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
19
Increased
45
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$18.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.9M
3
CG
3
Colony Group
Massachusetts
$6.77M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$5.15M
5
CAM
5
Cresset Asset Management
Illinois
$8.64M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$10.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.99M
3
JPG
3
Jordan Park Group
California
$0
4
CL
4
CPWM LLC
Washington
$0
5
FA
5
FDx Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$583K -$4.18K -84 -0.7%
RJA
52
Raymond James & Associates
Florida
$583K +$134K +2,694 +30%
PWM
53
Perigon Wealth Management
California
$573K +$18.5K +371 +3%
MG
54
Mather Group
Illinois
$558K +$558K +11,218 New
DY
55
Dowling & Yahnke
California
$554K +$4.53K +91 +0.8%
OWA
56
One Wealth Advisors
California
$521K -$102K -2,055 -16%
Morgan Stanley
57
Morgan Stanley
New York
$498K +$227K +4,571 +84%
IAG
58
Investmark Advisory Group
Connecticut
$493K +$493K +9,910 New
William Blair & Company
59
William Blair & Company
Illinois
$490K +$393K +7,890 +405%
BBNA
60
Bremer Bank National Association
Minnesota
$451K – – –
STAS
61
Strong Tower Advisory Services
Minnesota
$426K +$3.98K +80 +0.9%
TB
62
Treynor Bancshares
Iowa
$412K +$30.4K +612 +8%
FLPIM
63
F.L. Putnam Investment Management
Massachusetts
$392K +$36.7K +736 +10%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$361K -$326K -6,558 -47%
AAS
65
Avantax Advisory Services
Texas
$341K -$143K -2,865 -29%
SCA
66
Spearhead Capital Advisors
Florida
$341K – – –
OWM
67
OneAscent Wealth Management
Alabama
$316K – – –
APWA
68
Atlas Private Wealth Advisors
New Jersey
$285K – – –
VCAM
69
Van Cleef Asset Management
Ohio
$283K +$283K +5,680 New
AWS
70
Atria Wealth Solutions
New York
$277K +$2.19K +44 +0.8%
TPWA
71
TRUE Private Wealth Advisors
Oregon
$258K -$7.94K -160 -3%
MFA
72
Mayflower Financial Advisors
Massachusetts
$255K +$255K +5,118 New
Bank of New York Mellon
73
Bank of New York Mellon
New York
$238K +$17.1K +343 +8%
MAG
74
Mayfair Advisory Group
Alabama
$234K +$6.52K +128 +3%
ASN
75
Advisory Services Network
Georgia
$233K -$18.2K -366 -7%
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