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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

129 hedge funds and large institutions have $415M invested in iShares Russell 2500 ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.06%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
14
Increased
48
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$78.2M
2
CAMG
2
CWA Asset Management Group
Florida
$3.36M
3
CAM
3
Cresset Asset Management
Illinois
$11.2M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$26.7M
5
CAM
5
Congress Asset Management
Massachusetts
$1.56M

Top Sellers

1
GWSA
1
Global Wealth Strategies & Associates
Colorado
$4.18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.33M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.89M
4
AI
4
Atria Investments
North Carolina
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
76
Eagle Bay Advisors
New York
$413K -$93.8K -1,721 -19%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$403K -$215K -3,947 -35%
WT
78
Whittier Trust
California
$377K +$200K +3,676 +113%
LT
79
Legacy Trust
Michigan
$376K – – –
William Blair & Company
80
William Blair & Company
Illinois
$376K +$3.54K +65 +1%
BTI
81
Blue Trust Inc
Georgia
$370K +$1.09K +19 +0.3%
VA
82
Vident Advisory
Georgia
$351K +$351K +6,433 New
LHC
83
Little House Capital
Massachusetts
$334K +$14.1K +258 +4%
OWM
84
OneAscent Wealth Management
Alabama
$331K +$50.9K +927 +18%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$304K -$412K -7,557 -58%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$295K -$202K -3,703 -41%
VCAM
87
Van Cleef Asset Management
Ohio
$280K -$30K -550 -10%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$279K +$5.34K +98 +2%
SC
89
Sepio Capital
Utah
$276K – – –
SIA
90
Schechter Investment Advisors
Michigan
$273K +$273K +5,000 New
EAM
91
Eagle Asset Management
Florida
$273K +$273K +5,000 New
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$268K – – –
PA
93
PFG Advisors
Arizona
$259K +$48.9K +897 +23%
AA
94
Altman Advisors
Illinois
$255K +$255K +4,675 New
AAS
95
Avantax Advisory Services
Texas
$253K -$115K -2,105 -31%
MAG
96
Mayfair Advisory Group
Alabama
$239K +$27.7K +510 +13%
PFA
97
Pure Financial Advisors
California
$235K -$4.31K -79 -2%
CWM
98
Congress Wealth Management
Massachusetts
$233K +$24.2K +444 +12%
PA
99
Procyon Advisors
Connecticut
$230K -$268K -4,909 -54%
C
100
Certuity
Florida
$230K +$230K +4,225 New
2 3
4
5 6