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iShares Russell 2500 ETF

192 hedge funds and large institutions have $1.35B invested in iShares Russell 2500 ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 54

16% more capital invested

Capital invested by funds: $1.16B → $1.35B (+$188M)

2.22% more ownership

Funds ownership: 76.33%78.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 197192 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
192
Holders Change
-5
Holders Change %
-2.54%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
87
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$1.06M -$398K -5,591 -28%
COCM
77
Charter Oak Capital Management
New Hampshire
$1.05M -$76.8K -1,078 -7%
Jane Street
78
Jane Street
New York
$1.04M -$558K -7,832 -36%
TC
79
TFR Capital
Texas
$1.03M
PAG
80
Private Advisor Group
New Jersey
$997K +$196K +2,754 +26%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$987K -$61.7K -866 -6%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$978K +$20.6K +289 +2%
HWA
83
Heritage Wealth Architects
Minnesota
$962K -$10.3K -145 -1%
Creative Planning
84
Creative Planning
Kansas
$917K +$17.8K +250 +2%
AWM
85
Apollon Wealth Management
South Carolina
$916K -$7.84K -110 -0.9%
WT
86
Whittier Trust
California
$887K +$4.7K +66 +0.6%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$883K +$137K +1,926 +19%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$873K
STAS
89
Strong Tower Advisory Services
Minnesota
$853K +$58.3K +818 +8%
GWMR
90
GC Wealth Management RIA
Massachusetts
$850K -$398K -5,586 -33%
UWM
91
USAdvisors Wealth Management
Minnesota
$846K +$2.42K +34 +0.3%
RA
92
RFG Advisory
Alabama
$827K -$10.6K -149 -1%
BP
93
BBR Partners
New York
$826K
LKBC
94
L.K. Benson & Company
Maryland
$821K -$42.5K -596 -5%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$808K -$4.4M -61,763 -85%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$762K +$3.56K +50 +0.5%
C
97
Certuity
Florida
$759K -$26.9K -378 -4%
SC
98
Savant Capital
Illinois
$724K
ONB
99
Old National Bancorp
Indiana
$662K
OWM
100
OneAscent Wealth Management
Alabama
$619K +$35.8K +502 +6%

SMMD Hedge Fund Activity: Q3 2025 in Review

192 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2025, worth a combined $1.35B — up 16% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SMMD and 12 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 87 added.

The largest buyer was Glenmede Investment Management, adding an estimated $33.8M. The largest seller was Susquehanna International Group, cutting an estimated $4.4M.

  • 192 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2025, down from 197 in Q2 2025.
  • Funds reported $1.35B of iShares Russell 2500 ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 12 funds opened new iShares Russell 2500 ETF positions in Q3 2025 and 15 closed out, a net change of -3 holders.
  • The largest iShares Russell 2500 ETF buyer in Q3 2025 was Glenmede Investment Management, an estimated $33.8M added.
  • The largest iShares Russell 2500 ETF seller in Q3 2025 was Susquehanna International Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2025.