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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

122 hedge funds and large institutions have $426M invested in iShares Russell 2500 ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
53
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$77.1M
2
Bank of America
2
Bank of America
North Carolina
$18.9M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$25.9M
4
AWS
4
Atria Wealth Solutions
New York
$3.3M
5
US Bancorp
5
US Bancorp
Minnesota
$14M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17M
2
EWA
2
EP Wealth Advisors
California
$526K
3
CAN
3
Cetera Advisor Networks
California
$830K
4
TRCT
4
Tower Research Capital (TRC)
New York
$413K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$755K
Name Market Value Shares Shares
Change 		Shares
Change %
DI
51
DFPG Investments
Utah
$883K 14,692 -7,907 -35%
CAN
52
Cetera Advisor Networks
California
$830K 14,439 -54,816 -79%
STAS
53
Strong Tower Advisory Services
Minnesota
$828K 14,405 +5,325 +59%
HBCM
54
Heron Bay Capital Management
Michigan
$800K 13,912 -5,510 -28%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$793K 13,802 +879 +7%
Creative Planning
56
Creative Planning
Kansas
$780K 13,565 +357 +3%
TC
57
TownSquare Capital
Utah
$757K 13,165 -5,940 -31%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$755K 13,134 -20,591 -61%
AWM
59
Apollon Wealth Management
South Carolina
$714K 12,420 – –
HAG
60
HF Advisory Group
Maryland
$708K 12,315 +365 +3%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$652K 11,346 -2,881 -20%
MG
62
Mather Group
Illinois
$645K 11,218 – –
B
63
Bridgeworth
Alabama
$633K 11,021 -17 -0.2%
PFO
64
Pathstone Family Office
New Jersey
$605K 10,522 -126 -1%
FLPIM
65
F.L. Putnam Investment Management
Massachusetts
$543K 9,451 +897 +10%
APWA
66
Atlas Private Wealth Advisors
New Jersey
$539K 9,374 +3,849 +70%
EBA
67
Eagle Bay Advisors
New York
$534K 9,295 +9,075 +4,125%
BPA
68
Beacon Pointe Advisors
California
$533K 9,275 -4,372 -32%
EWA
69
EP Wealth Advisors
California
$526K 26,474 -168,926 -86%
PA
70
Procyon Advisors
Connecticut
$525K 9,136 +1,447 +19%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$524K 9,122 +854 +10%
BBNA
72
Bremer Bank National Association
Minnesota
$516K 8,977 – –
OWA
73
One Wealth Advisors
California
$459K 7,993 -81 -1%
TB
74
Treynor Bancshares
Iowa
$444K 8,830 +725 +9%
Principal Financial Group
75
Principal Financial Group
Iowa
$442K 7,685 +3,915 +104%
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