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iShares Russell 2500 ETF

192 hedge funds and large institutions have $1.35B invested in iShares Russell 2500 ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 54

16% more capital invested

Capital invested by funds: $1.16B → $1.35B (+$188M)

2.22% more ownership

Funds ownership: 76.33%78.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 197192 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
192
Holders Change
-5
Holders Change %
-2.54%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
87
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$3.47M -$2.55M -35,788 -43%
RPGK
52
Retirement Planning Group (Kansas)
Kansas
$3.2M
MML Investors Services
53
MML Investors Services
Massachusetts
$3.13M +$67.8K +952 +2%
TF
54
Trek Financial
Arizona
$2.99M +$328K +4,609 +13%
SAM
55
Smartleaf Asset Management
Massachusetts
$2.89M -$4.63K -65 -0.2%
JIC
56
Johnson Investment Counsel
Ohio
$2.7M +$1.03M +14,406 +65%
ACM
57
Andina Capital Management
Utah
$2.61M -$249K -3,493 -9%
Ameriprise
58
Ameriprise
Minnesota
$2.51M -$522K -7,327 -18%
AG
59
AlTi Global
New York
$2.44M +$21.7K +305 +0.9%
CA
60
Centerpoint Advisors
Massachusetts
$2.26M
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$1.89M +$288K +4,048 +19%
Northern Trust
62
Northern Trust
Illinois
$1.75M +$192K +2,698 +13%
Citigroup
63
Citigroup
New York
$1.69M -$185K -2,595 -10%
QCG
64
Quadrant Capital Group
Ohio
$1.68M -$24.7K -346 -1%
KFC
65
Klingenstein Fields & Co
New York
$1.67M
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$1.54M +$856K +12,008 +136%
HAG
67
HF Advisory Group
Maryland
$1.42M +$34.9K +490 +3%
KAS
68
Kestra Advisory Services
Texas
$1.4M +$330K +4,637 +32%
EFA
69
Evernest Financial Advisors
Indiana
$1.34M +$678K +9,520 +111%
UIA
70
Ulland Investment Advisors
Minnesota
$1.33M -$30.3K -425 -2%
CFG
71
Cornerstone Financial Group
Nebraska
$1.29M +$96K +1,348 +8%
HNB
72
Huntington National Bank
Ohio
$1.25M
PFA
73
Pure Financial Advisors
California
$1.12M +$29.9K +419 +3%
Wells Fargo
74
Wells Fargo
California
$1.12M +$183K +2,563 +20%
FTWA
75
Fifth Third Wealth Advisors
Ohio
$1.07M +$140K +1,964 +16%

SMMD Hedge Fund Activity: Q3 2025 in Review

192 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2025, worth a combined $1.35B — up 16% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SMMD and 12 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 87 added.

The largest buyer was Glenmede Investment Management, adding an estimated $33.8M. The largest seller was Susquehanna International Group, cutting an estimated $4.4M.

  • 192 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2025, down from 197 in Q2 2025.
  • Funds reported $1.35B of iShares Russell 2500 ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 12 funds opened new iShares Russell 2500 ETF positions in Q3 2025 and 15 closed out, a net change of -3 holders.
  • The largest iShares Russell 2500 ETF buyer in Q3 2025 was Glenmede Investment Management, an estimated $33.8M added.
  • The largest iShares Russell 2500 ETF seller in Q3 2025 was Susquehanna International Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2025.