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iShares Russell 2500 ETF
SMMD

260 hedge funds and large institutions have $3B invested in iShares Russell 2500 ETF in 2026 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

83% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 64

41% more capital invested

Capital invested by funds: $2.13B → $3B (+$877M)

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

12% more funds holding

Funds holding: 233 → 260 (+27)

5.92% less ownership

Funds ownership: 82.25% → 76.34% (-5.9%)

Holders
260
Holders Change
+27
Holders Change %
+11.59%
% of All Funds
3.15%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.15%
New
40
Increased
117
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$93.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$51M
3
IAS
IMA Advisory Services
Colorado
+$42.2M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$36.2M
5
GT
Glenmede Trust
Pennsylvania
+$32.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$30.5M
2
KCM
Kendall Capital Management
Maryland
-$24.2M
3
CAM
Congress Asset Management
Massachusetts
-$9.05M
4
CCM
Coldstream Capital Management
Washington
-$7.24M
5
HFO
Heritage Family Offices
Arizona
-$5.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
76
Whittier Trust
California
$3.65M +$98.8K +1,150 +3%
SI
77
Stephens Inc
Arkansas
$3.36M +$2.75M +32,036 +697%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$3.23M +$1.42M +16,538 +89%
FTWA
79
Fifth Third Wealth Advisors
Ohio
$3.18M +$1.75M +20,414 +143%
QWM
80
QP Wealth Management
New Jersey
$3.12M -$22.5K -262 -0.8%
SAM
81
Smartleaf Asset Management
Massachusetts
$3.11M – – –
EFA
82
Evernest Financial Advisors
Indiana
$2.98M – – –
RWM
83
Raffa Wealth Management
District of Columbia
$2.83M -$117K -1,368 -4%
CA
84
Centerpoint Advisors
Massachusetts
$2.75M -$53.4K -622 -2%
KAS
85
Kestra Advisory Services
Texas
$2.74M +$743K +8,653 +41%
MFC
86
Mechanics Financial Corp
Ohio
$2.61M +$1.47M +17,116 +150%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$2.61M +$64.5K +751 +3%
Citigroup
88
Citigroup
New York
$2.55M -$281K -3,276 -11%
QCM
89
Quantinno Capital Management
New York
$2.54M +$303K +3,523 +15%
Northern Trust
90
Northern Trust
Illinois
$2.4M – – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$2.33M -$47.2K -550 -2%
ASG
92
Advisory Solutions Group
Minnesota
$2.28M +$2.14M +24,900 New
TAP
93
Tounjian Advisory Partners
Florida
$2.25M +$2.11M +24,573 New
SWASL
94
Spartan Wealth Advisory Services LLC
Michigan
$2.24M +$63.2K +736 +3%
TWA
95
Talisman Wealth Advisors
New Jersey
$2.23M +$873K +10,168 New
KFC
96
Klingenstein Fields & Co
New York
$2.08M – – –
SPIA
97
Steward Partners Investment Advisory
New York
$2.05M – – –
MIA
98
MainStreet Investment Advisors
Illinois
$2.01M +$1.56M +18,194 +481%
Corient Private Wealth
99
Corient Private Wealth
Florida
$1.99M +$500K +5,822 +37%
PA
100
Pinnacle Associates
New York
$1.92M – – –
2 3
4
5 6

SMMD Hedge Fund Activity: Q2 2026 in Review

260 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2026, worth a combined $3B — up 41% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SMMD positions and 11 closed out — a net gain of 29 holders — while 117 added to existing stakes and 64 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $93.2M. The largest seller was Bank of America, cutting an estimated $30.5M.

  • 260 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2026, up from 233 in Q1 2026.
  • Funds reported $3B of iShares Russell 2500 ETF stock for Q2 2026, up 41% quarter-over-quarter.
  • 40 funds opened new iShares Russell 2500 ETF positions in Q2 2026 and 11 closed out, a net change of +29 holders.
  • The largest iShares Russell 2500 ETF buyer in Q2 2026 was Wellington Management Group, an estimated $93.2M added.
  • The largest iShares Russell 2500 ETF seller in Q2 2026 was Bank of America, an estimated $30.5M sold.

Based on aggregated 13F filings for Q2 2026.