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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.15B invested in iShares Russell 2500 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
25
Increased
72
Reduced
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$12.2M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$7.85M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$33.3M
4
CTC
Central Trust Company
Missouri
$42.1M
5
MCM
MAI Capital Management
Ohio
$4.01M

Top Sellers

1
CCM
Coldstream Capital Management
Washington
$65.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$41.3M
3
Truist Financial
Truist Financial
North Carolina
$12.6M
4
CWM
CMH Wealth Management
New Hampshire
$8.62M
5
CAM
Congress Asset Management
Massachusetts
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
51
Curi RMB Capital
Illinois
$3.48M +$1.67M +24,685 +92%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$3.13M +$75.6K +1,115 +2%
RPGK
53
Retirement Planning Group (Kansas)
Kansas
$2.95M +$2.02M +29,876 +220%
MML Investors Services
54
MML Investors Services
Massachusetts
$2.81M +$519K +7,664 +23%
Ameriprise
55
Ameriprise
Minnesota
$2.8M -$10.2K -150 -0.4%
SAM
56
Smartleaf Asset Management
Massachusetts
$2.65M +$59.3K +878 +2%
ACM
57
Andina Capital Management
Utah
$2.64M +$457K +6,737 +21%
TF
58
Trek Financial
Arizona
$2.43M +$471K +6,953 +24%
AG
59
AlTi Global
New York
$2.26M +$1.85M +26,944 +461%
CA
60
Centerpoint Advisors
Massachusetts
$2.08M +$2.08M +30,637 New
Citadel Advisors
61
Citadel Advisors
Florida
$2.04M +$556K +8,206 +37%
GLA
62
Great Lakes Advisors
Illinois
$1.74M +$1.74M +25,637 New
Citigroup
63
Citigroup
New York
$1.73M -$2.62M -38,701 -60%
QCG
64
Quadrant Capital Group
Ohio
$1.57M -$10.2K -150 -0.6%
KFC
65
Klingenstein Fields & Co
New York
$1.54M – – –
JIC
66
Johnson Investment Counsel
Ohio
$1.51M +$233K +3,441 +18%
Jane Street
67
Jane Street
New York
$1.49M -$3.73M -55,003 -71%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1.46M +$551K +8,129 +60%
Northern Trust
69
Northern Trust
Illinois
$1.42M +$235K +3,466 +20%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$1.35M -$1.59M -23,494 -54%
TRCT
71
Tower Research Capital (TRC)
New York
$1.32M +$26.7K +394 +2%
HAG
72
HF Advisory Group
Maryland
$1.27M -$23.6K -348 -2%
UIA
73
Ulland Investment Advisors
Minnesota
$1.25M -$112K -1,655 -8%
HNB
74
Huntington National Bank
Ohio
$1.16M -$1.14M – –
GWMR
75
GC Wealth Management RIA
Massachusetts
$1.16M -$47.3K -698 -4%
1 2
3
4 5