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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

163 hedge funds and large institutions have $736M invested in iShares Russell 2500 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 8 closing their positions.

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
21
Increased
69
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$30.4M
2
WIA
2
World Investment Advisors
California
$22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$31.7M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$11.7M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.95M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$84.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.6M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
WANY
5
Wealthspire Advisors (New York)
New York
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
76
Andina Capital Management
Utah
$1.02M +$1.02M +16,215 New
RA
77
RFG Advisory
Alabama
$1.01M -$47K -751 -4%
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$921K – – –
UWM
79
USAdvisors Wealth Management
Minnesota
$907K +$4.32K +69 +0.5%
Creative Planning
80
Creative Planning
Kansas
$793K -$24.1K -385 -3%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$785K +$63.6K +1,016 +9%
AWM
82
Apollon Wealth Management
South Carolina
$777K – – –
FLPIM
83
F.L. Putnam Investment Management
Massachusetts
$761K -$28.4K -453 -4%
PAG
84
Private Advisor Group
New Jersey
$746K +$187K +2,984 +33%
MG
85
Mather Group
Illinois
$736K – – –
C
86
Certuity
Florida
$694K -$24.2K -386 -3%
AI
87
Atria Investments
North Carolina
$665K +$665K +10,621 New
Pathstone Holdings
88
Pathstone Holdings
New Jersey
$659K +$125 +2 +0%
SC
89
Savant Capital
Illinois
$647K +$647K +10,332 New
Cerity Partners
90
Cerity Partners
New York
$609K -$31.9K -509 -5%
SFG
91
SevenBridge Financial Group
Pennsylvania
$575K +$41.9K +671 +8%
BBNA
92
Bremer Bank National Association
Minnesota
$562K – – –
Goldman Sachs
93
Goldman Sachs
New York
$538K -$399K -6,371 -43%
IAN
94
Integrated Advisors Network
Texas
$520K – – –
AWE
95
Avidian Wealth Enterprises
Texas
$517K -$116K -1,847 -18%
DAS
96
Diversify Advisory Services
Utah
$506K +$496 +8 +0.1%
WT
97
Whittier Trust
California
$500K +$22K +351 +5%
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$490K -$621K -9,923 -56%
MFA
99
Mayflower Financial Advisors
Massachusetts
$481K -$7.39K -118 -2%
Citadel Advisors
100
Citadel Advisors
Florida
$478K -$817K -13,053 -63%
2 3
4
5 6