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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

150 hedge funds and large institutions have $586M invested in iShares Russell 2500 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
150
Holders Change
+21
Holders Change %
+16.28%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
65
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$31.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.8M
3
CCM
3
Coldstream Capital Management
Washington
$95.7M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$17.3M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$17.3M

Top Sellers

1
GWSA
1
Global Wealth Strategies & Associates
Colorado
$42.4K
2
Bank of America
2
Bank of America
North Carolina
$17.2M
3
GA
3
GoalVest Advisory
New York
$472K
4
PIA
4
Pinion Investment Advisors
Kansas
$585K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
UIA
51
Ulland Investment Advisors
Minnesota
$1.73M 28,134 +28,134 New
P
52
Pitcairn
Pennsylvania
$1.56M 25,279 +25,279 New
EAM
53
Eagle Asset Management
Florida
$1.5M 24,310 +19,310 +386%
QCG
54
Quadrant Capital Group
Ohio
$1.44M 23,322 – –
COCM
55
Charter Oak Capital Management
New Hampshire
$1.43M 23,239 +1,983 +9%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$1.41M 22,929 +12,090 +112%
KFC
57
Klingenstein Fields & Co
New York
$1.4M 22,700 – –
PCM
58
Palisade Capital Management
New Jersey
$1.37M 22,224 +22,224 New
CI
59
CX Institutional
Indiana
$1.29M 21,003 +21,003 New
GWMR
60
GC Wealth Management RIA
Massachusetts
$1.23M 19,957 +19,957 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$1.2M 19,548 -5,081 -21%
MIC
62
Means Investment Company
Maine
$1.15M 18,732 -10 -0.1%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.14M 18,502 +14,591 +373%
Goldman Sachs
64
Goldman Sachs
New York
$1.07M 17,405 +17,405 New
UWM
65
USAdvisors Wealth Management
Minnesota
$1.04M 16,950 -462 -3%
HNB
66
Huntington National Bank
Ohio
– – – –
STAS
67
Strong Tower Advisory Services
Minnesota
$967K 15,701 +957 +6%
Jane Street
68
Jane Street
New York
$966K 15,683 +15,683 New
RJA
69
Raymond James & Associates
Florida
$900K 14,618 -3,790 -21%
IAN
70
Integrated Advisors Network
Texas
$866K 14,067 +14,067 New
LFAS
71
Level Four Advisory Services
Texas
$849K 13,786 +13,786 New
HAG
72
HF Advisory Group
Maryland
$809K 13,142 +801 +6%
Creative Planning
73
Creative Planning
Kansas
$804K 13,055 -143 -1%
AWM
74
Apollon Wealth Management
South Carolina
$765K 12,420 – –
PAG
75
Private Advisor Group
New Jersey
$738K 11,983 +11,983 New
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