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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

120 hedge funds and large institutions have $372M invested in iShares Russell 2500 ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-9
Holders Change %
-6.98%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
50
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$63.1M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.4M
3
BFG
3
Berger Financial Group
Minnesota
$6.24M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$21M
5
SWPG
5
Strategic Wealth Partners Group
Illinois
$8.08M

Top Sellers

1
LFGH
1
Lee Financial Group Hawaii
Hawaii
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.3M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$142K
4
PIMC
4
Praesidium Investment Management Company
New York
$0
5
Truist Financial
5
Truist Financial
North Carolina
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$878K -$200K -3,651 -19%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$780K -$337K -6,150 -30%
BPA
53
Beacon Pointe Advisors
California
$748K -$86.6K -1,580 -10%
Creative Planning
54
Creative Planning
Kansas
$724K -$137K -2,506 -16%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$708K – – –
AWM
56
Apollon Wealth Management
South Carolina
$681K – – –
HAG
57
HF Advisory Group
Maryland
$655K +$35K +639 +6%
MG
58
Mather Group
Illinois
$615K – – –
B
59
Bridgeworth
Alabama
$605K +$3.51K +64 +0.6%
PFO
60
Pathstone Family Office
New Jersey
$584K -$584K -10,648 -50%
CWM
61
Congress Wealth Management
Massachusetts
$583K -$542K -9,883 -48%
STAS
62
Strong Tower Advisory Services
Minnesota
$498K -$274 -5 -0.1%
BBNA
63
Bremer Bank National Association
Minnesota
$492K -$4.93K -90 -1%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$486K +$171K +3,114 +54%
FLPIM
65
F.L. Putnam Investment Management
Massachusetts
$469K -$3.23K -59 -0.7%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$453K +$39K +712 +9%
AWS
67
Atria Wealth Solutions
New York
$447K +$12.4K +226 +3%
TB
68
Treynor Bancshares
Iowa
$444K +$987 +18 +0.2%
OWA
69
One Wealth Advisors
California
$443K -$70.3K -1,282 -14%
PA
70
Procyon Advisors
Connecticut
$422K +$21.1K +384 +5%
MFA
71
Mayflower Financial Advisors
Massachusetts
$395K +$43.3K +790 +12%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$386K -$12.6K -229 -3%
LT
73
Legacy Trust
Michigan
$378K -$27.4K -500 -7%
William Blair & Company
74
William Blair & Company
Illinois
$370K +$49.3K +900 +15%
Morgan Stanley
75
Morgan Stanley
New York
$369K -$180K -3,285 -33%
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