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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

97 hedge funds and large institutions have $273M invested in iShares Russell 2500 ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
40
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Paragon Wealth Strategies
Florida
$25.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.3M
3
CAM
3
Cresset Asset Management
Illinois
$6.34M
4
LHC
4
Little House Capital
Massachusetts
$6.28M
5
CCM
5
Coldstream Capital Management
Washington
$2.71M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$1.16M
2
LPWM
2
Lake Point Wealth Management
Texas
$72K
3
D
3
Diversified
Delaware
$0
4
Bank of America
4
Bank of America
North Carolina
$14.3M
5
S
5
Surevest
California
$7.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
76
TMD Wealth Management
Arizona
$201K +$1.81K +29 +0.9%
SBL
77
Sargent Bickham Lagudis
Colorado
$196K – – –
Fidelity Investments
78
Fidelity Investments
Massachusetts
$180K +$142K +2,273 +368%
William Blair & Company
79
William Blair & Company
Illinois
$122K +$94.8K +1,515 +348%
GIA
80
Goodwin Investment Advisory
Georgia
$105K +$73.7K +1,187 +235%
ACA
81
Aptus Capital Advisors
Alabama
$87K +$87K +1,389 New
APA
82
American Portfolios Advisors
New York
$84.2K – – –
SWM
83
Spire Wealth Management
Virginia
$74K -$4.23K -68 -5%
LPWM
84
Lake Point Wealth Management
Texas
$72K -$5.83M -93,376 -99%
TRCT
85
Tower Research Capital (TRC)
New York
$70K +$70K +1,119 New
T
86
TCWP
Ohio
$70K +$70K +1,138 New
Wells Fargo
87
Wells Fargo
California
$65K – – –
MCC
88
Money Concepts Capital
Florida
$52K +$52K +840 New
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$36K +573 New
PFS
90
Prospera Financial Services
Texas
$28K +$28K +456 New
RG
91
Retirement Group
California
$23K – – –
TCWA
92
Ten Capital Wealth Advisors
Washington
$23K +$23K +369 New
FCA
93
FinTrust Capital Advisors
South Carolina
$14K – – –
LFGH
94
Lee Financial Group Hawaii
Hawaii
$9.69K -$57 -920 -0.6%
HS
95
Horan Securities
United States
$6K – – –
EBA
96
Eagle Bay Advisors
New York
$5K +$5K +75 New
BlackRock
97
BlackRock
New York
$1K – – –
D
98
Diversified
Delaware
– -$5.65M -85,118 Closed
Baird Financial Group
99
Baird Financial Group
Wisconsin
– -$963K -14,505 Closed
SPC
100
Sigma Planning Corp
Michigan
– -$629K -9,469 Closed
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4
5