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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

129 hedge funds and large institutions have $415M invested in iShares Russell 2500 ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.06%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
14
Increased
48
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$78.2M
2
CAMG
2
CWA Asset Management Group
Florida
$3.36M
3
CAM
3
Cresset Asset Management
Illinois
$11.2M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$26.7M
5
CAM
5
Congress Asset Management
Massachusetts
$1.56M

Top Sellers

1
GWSA
1
Global Wealth Strategies & Associates
Colorado
$4.18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.33M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.89M
4
AI
4
Atria Investments
North Carolina
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$898K +$898K +16,473 New
HNB
52
Huntington National Bank
Ohio
$886K -$934K – –
AWE
53
Avidian Wealth Enterprises
Texas
$876K -$61.7K -1,131 -7%
STAS
54
Strong Tower Advisory Services
Minnesota
$804K +$18.5K +339 +2%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$799K +$46.4K +850 +6%
CAN
56
Cetera Advisor Networks
California
$767K -$20.4K -375 -3%
Creative Planning
57
Creative Planning
Kansas
$719K -$20K -367 -3%
AWM
58
Apollon Wealth Management
South Carolina
$677K – – –
HAG
59
HF Advisory Group
Maryland
$673K +$1.42K +26 +0.2%
HBCM
60
Heron Bay Capital Management
Michigan
$634K -$125K -2,286 -16%
MG
61
Mather Group
Illinois
$611K – – –
B
62
Bridgeworth
Alabama
$606K +$5.4K +99 +0.9%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$591K -$575K -10,553 -49%
PFO
64
Pathstone Family Office
New Jersey
$574K – – –
FLPIM
65
F.L. Putnam Investment Management
Massachusetts
$570K +$54.3K +997 +11%
SS
66
Simplicity Solutions
Minnesota
$560K +$354K +6,488 +172%
SFG
67
SevenBridge Financial Group
Pennsylvania
$511K +$511K +9,371 New
DI
68
DFPG Investments
Utah
$509K -$255K -4,908 -33%
Principal Financial Group
69
Principal Financial Group
Iowa
$509K +$90.2K +1,655 +22%
TB
70
Treynor Bancshares
Iowa
$490K +$8.61K +158 +2%
BBNA
71
Bremer Bank National Association
Minnesota
$489K – – –
EWA
72
EP Wealth Advisors
California
$486K -$957K -17,552 -66%
MFA
73
Mayflower Financial Advisors
Massachusetts
$455K +$49.7K +911 +12%
APWA
74
Atlas Private Wealth Advisors
New Jersey
$441K -$69.8K -1,280 -14%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$429K +$333K +6,118 +351%
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