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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

122 hedge funds and large institutions have $426M invested in iShares Russell 2500 ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
53
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$77.1M
2
Bank of America
2
Bank of America
North Carolina
$18.9M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$25.9M
4
AWS
4
Atria Wealth Solutions
New York
$3.3M
5
US Bancorp
5
US Bancorp
Minnesota
$14M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17M
2
EWA
2
EP Wealth Advisors
California
$526K
3
CAN
3
Cetera Advisor Networks
California
$830K
4
TRCT
4
Tower Research Capital (TRC)
New York
$413K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$755K
Name Market Value Shares Shares
Change 		Shares
Change %
MFA
76
Mayflower Financial Advisors
Massachusetts
$427K 7,428 +216 +3%
TRCT
77
Tower Research Capital (TRC)
New York
$413K 7,192 -23,865 -77%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$406K 7,061 +20 +0.3%
LT
79
Legacy Trust
Michigan
$397K 6,900 – –
William Blair & Company
80
William Blair & Company
Illinois
$393K 6,835 +80 +1%
AAS
81
Avantax Advisory Services
Texas
$387K 6,738 +204 +3%
BTI
82
Blue Trust Inc
Georgia
$352K 6,414 +22 +0.3%
LHC
83
Little House Capital
Massachusetts
$337K 5,861 +1,153 +24%
Citadel Advisors
84
Citadel Advisors
Florida
$331K 5,768 -11,046 -66%
VCAM
85
Van Cleef Asset Management
Ohio
$326K 5,680 – –
T
86
TCWP
Ohio
$305K 5,313 – –
OWM
87
OneAscent Wealth Management
Alabama
$293K 5,106 -1,241 -20%
SC
88
Sepio Capital
Utah
$291K 5,065 – –
PWM
89
Perigon Wealth Management
California
$289K 5,027 -1,308 -21%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$288K 5,011 +239 +5%
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$283K 4,925 +1,095 +29%
TPWA
92
TRUE Private Wealth Advisors
Oregon
$266K 4,629 -9 -0.2%
MA
93
Mutual Advisors
Nebraska
$260K 4,530 – –
Bank of New York Mellon
94
Bank of New York Mellon
New York
$255K 4,442 – –
PFA
95
Pure Financial Advisors
California
$253K 4,395 -250 -5%
FCM
96
Firestone Capital Management
Florida
$237K 4,000 – –
DIP
97
DT Investment Partners
Pennsylvania
$223K 3,718 -55 -1%
MAG
98
Mayfair Advisory Group
Alabama
$221K 3,885 +3,885 New
PA
99
PFG Advisors
Arizona
$221K 3,851 -29 -0.7%
CWM
100
Congress Wealth Management
Massachusetts
$220K 3,825 -6,811 -64%
2 3
4
5 6