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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

191 hedge funds and large institutions have $1.05B invested in iShares Russell 2500 ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
19
Increased
76
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$141M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$22.2M
3
HCA
3
Harbor Capital Advisors
Illinois
$12.7M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$25.3M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$94.1M

Top Sellers

1
KIM
1
Kestra Investment Management
Texas
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.7M
3
CCM
3
Coldstream Capital Management
Washington
$75.6M
4
BC
4
Brio Consultants
California
$12M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
76
Cornerstone Financial Group
Nebraska
$1.06M +$231K +3,505 +28%
TC
77
TFR Capital
Texas
$1.01M +$104K +1,670 +12%
COCM
78
Charter Oak Capital Management
New Hampshire
$1.01M -$124K -1,986 -11%
Corient Private Wealth
79
Corient Private Wealth
Florida
$1M -$481K -7,694 -32%
HF
80
HRT Financial
New York
$958K +$958K +15,323 New
CP
81
Canopy Partners
Ohio
$957K -$176K -2,815 -16%
Creative Planning
82
Creative Planning
Kansas
$949K +$140K +2,239 +17%
FTWA
83
Fifth Third Wealth Advisors
Ohio
$932K +$207K +3,304 +29%
KAS
84
Kestra Advisory Services
Texas
$901K -$214K -3,416 -19%
RPGK
85
Retirement Planning Group (Kansas)
Kansas
$850K +$850K +13,586 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$841K +$209K +3,337 +33%
RA
87
RFG Advisory
Alabama
$836K -$62.2K -994 -7%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$821K -$1.88K -30 -0.2%
AWM
89
Apollon Wealth Management
South Carolina
$784K – – –
FLPIM
90
F.L. Putnam Investment Management
Massachusetts
$771K +$132K +2,108 +21%
Goldman Sachs
91
Goldman Sachs
New York
$753K -$382K -6,110 -34%
CSP
92
Cary Street Partners
Virginia
$753K -$96.3K -1,540 -11%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$746K +$85.4K +1,365 +13%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$742K – – –
LKBC
95
L.K. Benson & Company
Maryland
$728K +$3.19K +51 +0.4%
UWM
96
USAdvisors Wealth Management
Minnesota
$713K -$154K -2,463 -18%
PFA
97
Pure Financial Advisors
California
$708K +$180K +2,879 +34%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$707K +$41.4K +662 +6%
C
99
Certuity
Florida
$691K -$8.32K -133 -1%
SC
100
Savant Capital
Illinois
$633K -$63 -1 -0%
2 3
4
5 6