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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

100 hedge funds and large institutions have $288M invested in iShares Russell 2500 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
19
Increased
47
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$22.4M
2
BC
2
Brio Consultants
California
$16.4M
3
WANY
3
Wealthspire Advisors (New York)
New York
$9.26M
4
Truist Financial
4
Truist Financial
North Carolina
$20.2M
5
US Bancorp
5
US Bancorp
Minnesota
$10.5M

Top Sellers

1
PWS
1
Paragon Wealth Strategies
Florida
$0
2
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$22.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$420K
5
HNB
5
Huntington National Bank
Ohio
$839K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$261K -$16.4K -318 -6%
MAG
77
Mayfair Advisory Group
Alabama
$255K +$13.6K +239 +6%
PA
78
PFG Advisors
Arizona
$242K +$61.5K +1,192 +34%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$229K +$229K +4,442 New
JWCA
80
J.W. Cole Advisors
Florida
$224K -$22.2K -430 -9%
FCM
81
Firestone Capital Management
Florida
$206K – – –
OCM
82
One Capital Management
California
$202K +$202K +3,921 New
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$173K +$173K +3,352 New
SBL
84
Sargent Bickham Lagudis
Colorado
$162K – – –
William Blair & Company
85
William Blair & Company
Illinois
$101K – – –
Wells Fargo
86
Wells Fargo
California
$83K +$29K +558 +54%
ACA
87
Aptus Capital Advisors
Alabama
$79K +$7.33K +142 +10%
LPWM
88
Lake Point Wealth Management
Texas
$73K +$13.4K +259 +22%
SWM
89
Spire Wealth Management
Virginia
$71K +$9.6K +186 +16%
APA
90
American Portfolios Advisors
New York
$69.7K – – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$32K -$117K -2,271 -79%
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$104 +2 +0.3%
CHA
93
Carmichael Hill & Associates
Maryland
$22K +$22K +421 New
HI
94
Harbour Investments
Wisconsin
$18K +$18K +347 New
FCA
95
FinTrust Capital Advisors
South Carolina
$13K – – –
MCC
96
Money Concepts Capital
Florida
$12K -$30.7K -604 -72%
GIA
97
Goodwin Investment Advisory
Georgia
$10.1K -$77.3K -1,497 -88%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$7K +$7K +137 New
HS
99
Horan Securities
United States
$5K – – –
BlackRock
100
BlackRock
New York
$1K – – –
1 2 3
4
5