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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

120 hedge funds and large institutions have $372M invested in iShares Russell 2500 ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-9
Holders Change %
-6.98%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
50
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$63.1M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.4M
3
BFG
3
Berger Financial Group
Minnesota
$6.24M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$21M
5
SWPG
5
Strategic Wealth Partners Group
Illinois
$8.08M

Top Sellers

1
LFGH
1
Lee Financial Group Hawaii
Hawaii
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.3M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$142K
4
PIMC
4
Praesidium Investment Management Company
New York
$0
5
Truist Financial
5
Truist Financial
North Carolina
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$358K -$23.2K -424 -6%
OWM
77
OneAscent Wealth Management
Alabama
$348K – – –
PWM
78
Perigon Wealth Management
California
$347K +$57.5K +1,048 +20%
BTI
79
Blue Trust Inc
Georgia
$340K -$1.94M -36,440 -85%
VCAM
80
Van Cleef Asset Management
Ohio
$311K – – –
APWA
81
Atlas Private Wealth Advisors
New Jersey
$303K -$10.9K -199 -3%
T
82
TCWP
Ohio
$291K -$58.8K -1,072 -17%
MOS
83
MGO One Seven
Ohio
$291K +$291K +5,313 New
SC
84
Sepio Capital
Utah
$278K – – –
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$262K +$262K +4,772 New
LHC
86
Little House Capital
Massachusetts
$258K -$126K -2,299 -33%
PFA
87
Pure Financial Advisors
California
$255K +$13.9K +254 +6%
TPWA
88
TRUE Private Wealth Advisors
Oregon
$254K +$110 +2 +0%
MA
89
Mutual Advisors
Nebraska
$248K -$280K -5,109 -53%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$244K -$55 -1 -0%
JWCA
91
J.W. Cole Advisors
Florida
$239K +$55 +1 +0%
OCM
92
One Capital Management
California
$237K – – –
FCM
93
Firestone Capital Management
Florida
$219K – – –
PA
94
PFG Advisors
Arizona
$213K -$25.3K -462 -11%
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$210K +$6.09K +111 +3%
Principal Financial Group
96
Principal Financial Group
Iowa
$207K +$207K +3,770 New
DIP
97
DT Investment Partners
Pennsylvania
$204K +$14.7K +271 +8%
Jane Street
98
Jane Street
New York
$200K -$1.07M -19,518 -84%
ASN
99
Advisory Services Network
Georgia
$191K -$31.8K -580 -14%
AAG
100
Armstrong Advisory Group
Massachusetts
$142K -$4.76M -86,819 -97%
2 3
4
5 6