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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

171 hedge funds and large institutions have $802M invested in iShares Russell 2500 ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 13 closing their positions.

Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
22
Increased
61
Reduced
62
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$63.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$48.6M
3
GT
3
Glenmede Trust
Pennsylvania
$22.4M
4
SW
4
Simplicity Wealth
New Jersey
$7.77M
5
Bank of America
5
Bank of America
North Carolina
$31.3M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$69.7M
2
ARG
2
Advisory Resource Group
Oklahoma
$2.46M
3
LPL Financial
3
LPL Financial
California
$9.65M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.88M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
76
USAdvisors Wealth Management
Minnesota
$976K -$5.35K -79 -0.5%
RA
77
RFG Advisory
Alabama
$974K -$115K -1,696 -11%
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$868K +$44.2K +652 +5%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$857K +$8.12K +120 +1%
Creative Planning
80
Creative Planning
Kansas
$842K -$16.1K -237 -2%
AWM
81
Apollon Wealth Management
South Carolina
$841K – – –
PAG
82
Private Advisor Group
New Jersey
$809K +$1.56K +23 +0.2%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$788K -$3.49M -51,529 -82%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$759K +$271K +3,998 +55%
C
85
Certuity
Florida
$754K +$2.57K +38 +0.3%
SFG
86
SevenBridge Financial Group
Pennsylvania
$729K +$55.6K +761 +8%
SC
87
Savant Capital
Illinois
$685K -$14.5K -214 -2%
MWM
88
Moran Wealth Management
Florida
$680K +$680K +10,039 New
Jane Street
89
Jane Street
New York
$661K -$2.43M -35,918 -79%
BBNA
90
Bremer Bank National Association
Minnesota
$608K – – –
IAN
91
Integrated Advisors Network
Texas
$563K – – –
PFA
92
Pure Financial Advisors
California
$549K +$81.1K +1,197 +17%
WT
93
Whittier Trust
California
$545K +$4.27K +63 +0.8%
Cerity Partners
94
Cerity Partners
New York
$533K -$127K -1,870 -19%
BBHC
95
Brown Brothers Harriman & Co
New York
$507K – – –
LWM
96
Lakeridge Wealth Management
Ohio
$500K +$3.45K +51 +0.7%
OCM
97
One Capital Management
California
$488K +$271 +4 +0.1%
LHC
98
Little House Capital
Massachusetts
$475K +$9.14K +135 +2%
FTWA
99
Fifth Third Wealth Advisors
Ohio
$471K +$471K +6,957 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$469K +$192K +2,838 +69%
2 3
4
5 6