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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

129 hedge funds and large institutions have $406M invested in iShares Russell 2500 ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
38
Increased
51
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$44.6M
2
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$49.6M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$16.8M
4
CWM
4
CMH Wealth Management
New Hampshire
$9.51M
5
GWSA
5
Global Wealth Strategies & Associates
Colorado
$5.63M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.19M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.08M
3
LHC
3
Little House Capital
Massachusetts
$372K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.2M
5
DWP
5
Destiny Wealth Partners
Florida
$123K
Name Market Value Shares Shares
Change 		Shares
Change %
FLPIM
76
F.L. Putnam Investment Management
Massachusetts
$458K 8,613 +741 +9%
TB
77
Treynor Bancshares
Iowa
$430K 8,087 -194 -2%
AWS
78
Atria Wealth Solutions
New York
$421K 7,920 +2,342 +42%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$402K 7,556 +301 +4%
LT
80
Legacy Trust
Michigan
$393K 7,400 +7,400 New
PA
81
Procyon Advisors
Connecticut
$388K 7,305 +7,305 New
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$386K 7,270 +7,270 New
LHC
83
Little House Capital
Massachusetts
$372K 7,007 -151,113 -96%
AAS
84
Avantax Advisory Services
Texas
$370K 6,958 +111 +2%
BPWM
85
Badgley Phelps Wealth Managers
Washington
$353K 6,651 +6,651 New
MFA
86
Mayflower Financial Advisors
Massachusetts
$341K 6,422 +1,304 +25%
T
87
TCWP
Ohio
$339K 6,385 +1,796 +39%
OWM
88
OneAscent Wealth Management
Alabama
$337K 6,347 – –
M&T Bank
89
M&T Bank
New York
$328K 6,181 +6,181 New
William Blair & Company
90
William Blair & Company
Illinois
$311K 5,855 -3,985 -40%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$306K 5,752 -16,417 -74%
APWA
92
Atlas Private Wealth Advisors
New Jersey
$304K 5,724 +5 +0.1%
VCAM
93
Van Cleef Asset Management
Ohio
$302K 5,680 – –
ACM
94
Advisors Capital Management
New Jersey
$301K 5,670 +5,670 New
PWM
95
Perigon Wealth Management
California
$281K 5,287 -6,221 -54%
SC
96
Sepio Capital
Utah
$269K 5,065 +5,065 New
TPWA
97
TRUE Private Wealth Advisors
Oregon
$246K 4,636 -564 -11%
EFS
98
Essex Financial Services
Connecticut
$243K 4,581 +110 +2%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$236K 4,443 -342 -7%
PFA
100
Pure Financial Advisors
California
$233K 4,391 +4,391 New
2 3
4
5 6