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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

129 hedge funds and large institutions have $406M invested in iShares Russell 2500 ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
38
Increased
51
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWMA
1
Heritage Wealth Management (Arizona)
Arizona
$49.6M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$16.8M
3
CWM
3
CMH Wealth Management
New Hampshire
$9.51M
4
WANY
4
Wealthspire Advisors (New York)
New York
$16.8M
5
Truist Financial
5
Truist Financial
North Carolina
$16.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.19M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.08M
3
LHC
3
Little House Capital
Massachusetts
$372K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.2M
5
DWP
5
Destiny Wealth Partners
Florida
$123K
Name Market Value Shares Shares
Change 		Shares
Change %
UWM
51
USAdvisors Wealth Management
Minnesota
$927K 17,450 +165 +1%
HNB
52
Huntington National Bank
Ohio
– – – –
JJBC
53
James J. Burns & Company
New York
$846K 15,927 +1,114 +8%
Creative Planning
54
Creative Planning
Kansas
$835K 15,714 +4,003 +34%
WT
55
Whittier Trust
California
$813K 15,309 +14,873 +3,411%
BPA
56
Beacon Pointe Advisors
California
$809K 15,227 -3,390 -18%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$761K 14,312 +1,119 +8%
SWM
58
Southern Wealth Management
Texas
$757K 14,244 +1,521 +12%
AWE
59
Avidian Wealth Enterprises
Texas
$754K 14,183 +424 +3%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$687K 12,923 -1,242 -9%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$673K 12,661 +11,512 +1,002%
AWM
62
Apollon Wealth Management
South Carolina
$660K 12,420 – –
HAG
63
HF Advisory Group
Maryland
$601K 11,311 +11,311 New
MG
64
Mather Group
Illinois
$596K 11,218 – –
B
65
Bridgeworth
Alabama
$583K 10,974 -3,075 -22%
RA
66
RFG Advisory
Alabama
$568K 9,497 +9,497 New
BF
67
BOK Financial
Oklahoma
$540K 10,170 +10,170 New
EBA
68
Eagle Bay Advisors
New York
$536K 10,085 -16,198 -62%
Morgan Stanley
69
Morgan Stanley
New York
$532K 10,007 – –
BFWA
70
Benchmark Financial Wealth Advisors
Florida
$525K 9,880 +9,880 New
MA
71
Mutual Advisors
Nebraska
$512K 9,639 +4,958 +106%
OWA
72
One Wealth Advisors
California
$497K 9,356 -1,111 -11%
CCM
73
Cribstone Capital Management
Maine
$491K 9,240 +5,981 +184%
STAS
74
Strong Tower Advisory Services
Minnesota
$483K 9,085 +525 +6%
BBNA
75
Bremer Bank National Association
Minnesota
$482K 9,067 – –
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