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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.15B invested in iShares Russell 2500 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
25
Increased
72
Reduced
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$12.2M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$7.85M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$33.3M
4
CTC
Central Trust Company
Missouri
$42.1M
5
MCM
MAI Capital Management
Ohio
$4.01M

Top Sellers

1
CCM
Coldstream Capital Management
Washington
$65.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$41.3M
3
Truist Financial
Truist Financial
North Carolina
$12.6M
4
CWM
CMH Wealth Management
New Hampshire
$8.62M
5
CAM
Congress Asset Management
Massachusetts
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$1.1M -$762K -11,239 -41%
CFG
77
Cornerstone Financial Group
Nebraska
$1.1M +$3.32K +49 +0.3%
COCM
78
Charter Oak Capital Management
New Hampshire
$1.04M -$59.5K -878 -5%
PFA
79
Pure Financial Advisors
California
$1M +$233K +3,444 +30%
KAS
80
Kestra Advisory Services
Texas
$974K -$2.03K -30 -0.2%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$966K +$200K +2,951 +26%
TC
82
TFR Capital
Texas
$946K -$149K -2,202 -14%
HWA
83
Heritage Wealth Architects
Minnesota
$894K +$670K +9,879 +298%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$880K -$9.7K -143 -1%
Wells Fargo
85
Wells Fargo
California
$853K +$599K +8,842 +236%
AWM
86
Apollon Wealth Management
South Carolina
$849K – – –
FTWA
87
Fifth Third Wealth Advisors
Ohio
$847K -$162K -2,397 -16%
Creative Planning
88
Creative Planning
Kansas
$826K -$203K -2,999 -20%
Corient Private Wealth
89
Corient Private Wealth
Florida
$824K -$262K -3,861 -24%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$803K – – –
WT
91
Whittier Trust
California
$800K +$119K +1,755 +17%
LKBC
92
L.K. Benson & Company
Maryland
$795K +$6.3K +93 +0.8%
UWM
93
USAdvisors Wealth Management
Minnesota
$775K +$2.37K +35 +0.3%
RA
94
RFG Advisory
Alabama
$770K -$136K -2,006 -15%
BP
95
BBR Partners
New York
$760K +$760K +11,206 New
PAG
96
Private Advisor Group
New Jersey
$730K +$240K +3,534 +49%
STAS
97
Strong Tower Advisory Services
Minnesota
$729K -$13.9K -205 -2%
C
98
Certuity
Florida
$724K -$24.8K -366 -3%
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$697K +$105K +1,553 +18%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$681K -$128K -1,882 -16%
2 3
4
5 6