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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

191 hedge funds and large institutions have $1.05B invested in iShares Russell 2500 ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
19
Increased
76
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$141M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$22.2M
3
HCA
3
Harbor Capital Advisors
Illinois
$12.7M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$25.3M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$94.1M

Top Sellers

1
KIM
1
Kestra Investment Management
Texas
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.7M
3
CCM
3
Coldstream Capital Management
Washington
$75.6M
4
BC
4
Brio Consultants
California
$12M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
51
CX Institutional
Indiana
$3.08M +$985K +15,754 +47%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.82M +$436K +6,969 +18%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$2.72M +$549K +8,783 +25%
Ameriprise
54
Ameriprise
Minnesota
$2.6M -$173K -2,760 -6%
SAM
55
Smartleaf Asset Management
Massachusetts
$2.41M -$109K -1,739 -4%
MML Investors Services
56
MML Investors Services
Massachusetts
$2.12M +$177K +2,830 +9%
ARG
57
Advisory Resource Group
Oklahoma
$2.1M -$144K -2,297 -6%
ACM
58
Andina Capital Management
Utah
$2.01M +$433K +6,930 +27%
TF
59
Trek Financial
Arizona
$1.81M -$1.91M -30,579 -51%
AAS
60
Avantax Advisory Services
Texas
$1.72M -$55.7K -891 -3%
MFG
61
MidWestOne Financial Group
Iowa
$1.7M +$180K +2,884 +12%
CRC
62
Curi RMB Capital
Illinois
$1.67M +$1.67M +26,699 New
FTUS
63
Flow Traders U.S.
New York
$1.48M +$1.48M +23,663 New
QCG
64
Quadrant Capital Group
Ohio
$1.46M – – –
KFC
65
Klingenstein Fields & Co
New York
$1.42M – – –
Citadel Advisors
66
Citadel Advisors
Florida
$1.37M -$225K -3,603 -14%
UIA
67
Ulland Investment Advisors
Minnesota
$1.26M -$415K -6,635 -25%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$1.26M +$185K +2,965 +17%
HAG
69
HF Advisory Group
Maryland
$1.2M +$54.7K +875 +5%
TRCT
70
Tower Research Capital (TRC)
New York
$1.2M +$457K +7,310 +62%
JIC
71
Johnson Investment Counsel
Ohio
$1.17M -$555K -8,875 -32%
HNB
72
Huntington National Bank
Ohio
$1.14M -$1.18M – –
GWMR
73
GC Wealth Management RIA
Massachusetts
$1.11M -$18.6K -298 -2%
CWM
74
Congress Wealth Management
Massachusetts
$1.1M -$423K -6,758 -28%
Northern Trust
75
Northern Trust
Illinois
$1.1M -$9.94K -159 -0.9%
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