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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in iShares Russell 2500 ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
195
Holders Change
+24
Holders Change %
+14.04%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
39
Increased
90
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$119M
2
CCM
2
Coldstream Capital Management
Washington
$108M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$92.8M
4
Bank of America
4
Bank of America
North Carolina
$46.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$52M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$592K
2
OMC
2
Old Mission Capital
Illinois
$0
3
AWS
3
Atria Wealth Solutions
New York
$512K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.54M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$718K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$2.59M – – –
ARG
52
Advisory Resource Group
Oklahoma
$2.44M -$27.2K -400 -1%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$2.36M +$1.59M +23,431 +209%
CI
54
CX Institutional
Indiana
$2.27M +$304K +4,474 +15%
MML Investors Services
55
MML Investors Services
Massachusetts
$2.11M +$88.9K +1,307 +4%
AAS
56
Avantax Advisory Services
Texas
$1.93M -$145K -2,133 -7%
JIC
57
Johnson Investment Counsel
Ohio
$1.88M +$642K +9,435 +52%
UIA
58
Ulland Investment Advisors
Minnesota
$1.82M +$16.7K +245 +0.9%
Citigroup
59
Citigroup
New York
$1.81M +$231K +3,393 +15%
Citadel Advisors
60
Citadel Advisors
Florida
$1.74M +$488K +7,173 +39%
ACM
61
Andina Capital Management
Utah
$1.72M +$605K +8,892 +54%
CWM
62
Congress Wealth Management
Massachusetts
$1.66M +$1.66M +24,399 New
MFG
63
MidWestOne Financial Group
Iowa
$1.66M +$232K +3,409 +16%
QCG
64
Quadrant Capital Group
Ohio
$1.59M – – –
KFC
65
Klingenstein Fields & Co
New York
$1.54M – – –
Corient Private Wealth
66
Corient Private Wealth
Florida
$1.4M +$16.2K +275 +1%
HAG
67
HF Advisory Group
Maryland
$1.24M +$62.9K +925 +5%
Goldman Sachs
68
Goldman Sachs
New York
$1.23M +$1.23M +18,152 New
COCM
69
Charter Oak Capital Management
New Hampshire
$1.23M -$60K -882 -5%
CP
70
Canopy Partners
Ohio
$1.23M +$1.23M +18,123 New
GWMR
71
GC Wealth Management RIA
Massachusetts
$1.23M -$141K -2,069 -10%
KAS
72
Kestra Advisory Services
Texas
$1.21M +$115K +1,690 +10%
Northern Trust
73
Northern Trust
Illinois
$1.2M +$1.2M +17,697 New
HNB
74
Huntington National Bank
Ohio
$1.18M -$1.17M – –
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.17M -$39.8K -585 -3%
1 2
3
4 5