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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

101 hedge funds and large institutions have $279M invested in iShares Russell 2500 ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.75%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
19
Increased
45
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$18.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.9M
3
CG
3
Colony Group
Massachusetts
$6.77M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$5.15M
5
CAM
5
Cresset Asset Management
Illinois
$8.64M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$10.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.99M
3
JPG
3
Jordan Park Group
California
$0
4
CL
4
CPWM LLC
Washington
$0
5
FA
5
FDx Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
Mutual Advisors
Nebraska
$233K +$233K +4,681 New
T
77
TCWP
Ohio
$228K +$228K +4,589 New
PA
78
PFG Advisors
Arizona
$225K -$8.51K -171 -4%
EFS
79
Essex Financial Services
Connecticut
$222K +$222K +4,471 New
JWCA
80
J.W. Cole Advisors
Florida
$216K +$99 +2 +0%
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$178K +$11.3K +227 +7%
CCM
82
Cribstone Capital Management
Maine
$162K +$162K +3,259 New
DIP
83
DT Investment Partners
Pennsylvania
$160K +$160K +3,222 New
SBL
84
Sargent Bickham Lagudis
Colorado
$156K – – –
WFA
85
Wipfli Financial Advisors
Wisconsin
$100K +$100K +2,001 New
Wells Fargo
86
Wells Fargo
California
$80K +$50 +1 +0.1%
APA
87
American Portfolios Advisors
New York
$67.2K – – –
CHA
88
Carmichael Hill & Associates
Maryland
$57K +$35.9K +716 +170%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$57K +$57K +1,149 New
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$47K +$47K +959 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$30K -$343 -7 -1%
GRP
92
Global Retirement Partners
California
$28K +$28K +509 New
WT
93
Whittier Trust
California
$22K +$22K +436 New
WTC
94
WhitTier Trust Company
Nevada
$20K +$20K +400 New
GIA
95
Goodwin Investment Advisory
Georgia
$19K +$9.04K +177 +91%
HI
96
Harbour Investments
Wisconsin
$18K – – –
TLCM
97
Twin Lakes Capital Management
California
$17K +$17K +334 New
SWM
98
Spire Wealth Management
Virginia
$15K -$54.4K -1,078 -78%
LFGH
99
Lee Financial Group Hawaii
Hawaii
$14.5K +$6.75K +135,588 +87%
FCA
100
FinTrust Capital Advisors
South Carolina
$12K – – –
1 2 3
4
5