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iShares Russell 2500 ETF
SMMD

192 hedge funds and large institutions have $1.05B invested in iShares Russell 2500 ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

0.67% less ownership

Funds ownership: 82.41% → 81.73% (-0.67%)

3% less funds holding

Funds holding: 197 → 192 (-5)

7% less capital invested

Capital invested by funds: $1.13B → $1.05B (-$75.9M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
192
Holders Change
-5
Holders Change %
-2.54%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
18
Increased
77
Reduced
71
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GT
Glenmede Trust
Pennsylvania
+$34.6M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$23.9M
3
HCA
Harbor Capital Advisors
Illinois
+$13.7M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.2M
5
FWIA
Fort Washington Investment Advisors
Ohio
+$9.48M

Top Sellers

Rank Fund Capital Flow
1
KIM
Kestra Investment Management
Texas
-$37.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$34.6M
3
CCM
Coldstream Capital Management
Washington
-$25.5M
4
BC
Brio Consultants
California
-$9.37M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
76
Cornerstone Financial Group
Nebraska
$1.06M +$236K +3,505 +28%
TC
77
TFR Capital
Texas
$1.01M +$113K +1,670 +12%
COCM
78
Charter Oak Capital Management
New Hampshire
$1.01M -$134K -1,986 -11%
Corient Private Wealth
79
Corient Private Wealth
Florida
$1M -$518K -7,694 -32%
HF
80
HRT Financial
New York
$958K +$1.03M +15,323 New
CP
81
Canopy Partners
Ohio
$957K -$190K -2,815 -16%
Creative Planning
82
Creative Planning
Kansas
$949K +$151K +2,239 +17%
FTWA
83
Fifth Third Wealth Advisors
Ohio
$932K +$223K +3,304 +29%
KAS
84
Kestra Advisory Services
Texas
$901K -$230K -3,416 -19%
RPGK
85
Retirement Planning Group (Kansas)
Kansas
$850K +$916K +13,586 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$841K +$225K +3,337 +33%
RA
87
RFG Advisory
Alabama
$836K -$67K -994 -7%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$821K -$2.02K -30 -0.2%
AWM
89
Apollon Wealth Management
South Carolina
$784K – – –
FLPIM
90
F.L. Putnam Investment Management
Massachusetts
$771K +$142K +2,108 +21%
Goldman Sachs
91
Goldman Sachs
New York
$753K -$412K -6,110 -34%
CSP
92
Cary Street Partners
Virginia
$753K -$104K -1,540 -11%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$746K +$92K +1,365 +13%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$742K – – –
LKBC
95
L.K. Benson & Company
Maryland
$728K +$3.44K +51 +0.4%
UWM
96
USAdvisors Wealth Management
Minnesota
$713K -$166K -2,463 -18%
PFA
97
Pure Financial Advisors
California
$708K +$194K +2,879 +34%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$707K +$44.6K +662 +6%
C
99
Certuity
Florida
$691K -$8.96K -133 -1%
SC
100
Savant Capital
Illinois
$633K -$67 -1 -0%
2 3
4
5 6

SMMD Hedge Fund Activity: Q1 2025 in Review

192 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2025, worth a combined $1.05B — down 6.7% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SMMD and 18 opened new positions — a net loss of 3 holders — while 71 trimmed existing stakes and 77 added.

The largest buyer was Glenmede Trust, adding an estimated $34.6M. The largest seller was Kestra Investment Management, exiting entirely with an estimated $37.4M sold.

  • 192 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2025, down from 197 in Q4 2024.
  • Funds reported $1.05B of iShares Russell 2500 ETF stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 18 funds opened new iShares Russell 2500 ETF positions in Q1 2025 and 21 closed out, a net change of -3 holders.
  • The largest iShares Russell 2500 ETF buyer in Q1 2025 was Glenmede Trust, an estimated $34.6M added.
  • The largest iShares Russell 2500 ETF seller in Q1 2025 was Kestra Investment Management, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2025.