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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in iShares Russell 2500 ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
195
Holders Change
+24
Holders Change %
+14.04%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
39
Increased
90
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$119M
2
CCM
2
Coldstream Capital Management
Washington
$108M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$92.8M
4
Bank of America
4
Bank of America
North Carolina
$46.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$52M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$592K
2
OMC
2
Old Mission Capital
Illinois
$0
3
AWS
3
Atria Wealth Solutions
New York
$512K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.54M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$718K
Name Holding Trade Value Shares
Change 		Shares
Change %
STAS
76
Strong Tower Advisory Services
Minnesota
$1.08M -$299K -4,397 -22%
TC
77
TFR Capital
Texas
$985K +$985K +14,491 New
RA
78
RFG Advisory
Alabama
$977K -$1.36K -20 -0.1%
UWM
79
USAdvisors Wealth Management
Minnesota
$943K -$37.3K -549 -4%
CSP
80
Cary Street Partners
Virginia
$923K +$923K +13,575 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$894K +$33.4K +492 +4%
AIM
82
Advyzon Investment Management
Illinois
$892K +$892K +13,117 New
Creative Planning
83
Creative Planning
Kansas
$880K +$34.7K +510 +4%
CFG
84
Cornerstone Financial Group
Nebraska
$858K +$858K +12,619 New
AWM
85
Apollon Wealth Management
South Carolina
$852K +$7.48K +110 +0.9%
SSA
86
Sierra Summit Advisors
Nevada
$809K +$809K +11,901 New
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$806K -$495K -7,286 -38%
TRCT
88
Tower Research Capital (TRC)
New York
$804K -$417K -6,137 -34%
FTWA
89
Fifth Third Wealth Advisors
Ohio
$788K +$315K +4,634 +67%
LKBC
90
L.K. Benson & Company
Maryland
$788K +$788K +11,586 New
C
91
Certuity
Florida
$760K +$2.92K +43 +0.4%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$723K -$67.9K -998 -9%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$718K -$1.32M -19,383 -65%
SFG
94
SevenBridge Financial Group
Pennsylvania
$696K – – –
FLPIM
95
F.L. Putnam Investment Management
Massachusetts
$695K -$176K -2,591 -20%
SC
96
Savant Capital
Illinois
$688K -$136 -2 -0%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$688K +$216K +3,180 +46%
BBNA
98
Bremer Bank National Association
Minnesota
$610K – – –
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$592K -$3.06M -45,026 -84%
PFA
100
Pure Financial Advisors
California
$575K +$22.9K +337 +4%
2 3
4
5 6