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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

192 hedge funds and large institutions have $1.14B 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, 68 reducing their positions, and 18 closing their positions.

Holders
192
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.58%
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
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
1
Glenmede Investment Management
Pennsylvania
$199M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$12.2M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$7.85M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$33.3M
5
CTC
5
Central Trust Company
Missouri
$42.1M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$65.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$41.3M
3
Truist Financial
3
Truist Financial
North Carolina
$12.6M
4
CWM
4
CMH Wealth Management
New Hampshire
$8.62M
5
CAM
5
Congress Asset Management
Massachusetts
$3.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
101
Goldman Sachs
New York
$628K 9,259 -2,783 -23%
CSP
102
Cary Street Partners
Virginia
$625K 9,219 -2,816 -23%
Fuller & Thaler Asset Management
103
Fuller & Thaler Asset Management
California
$614K 9,058 +4,331 +92%
ONB
104
Old National Bancorp
Indiana
$608K 8,977 +8,977 New
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$598K 8,827 -11,293 -56%
EFA
106
Evernest Financial Advisors
Indiana
$583K 8,598 +8,598 New
SSA
107
Sierra Summit Advisors
Nevada
$577K 8,520 +182 +2%
OWM
108
OneAscent Wealth Management
Alabama
$535K 7,897 +1,022 +15%
Cerity Partners
109
Cerity Partners
New York
$523K 7,709 -60 -0.8%
BBHC
110
Brown Brothers Harriman & Co
New York
$508K 7,491 – –
MAG
111
Mayfair Advisory Group
Alabama
$496K 7,203 +514 +8%
AIM
112
Advyzon Investment Management
Illinois
$489K 7,210 – –
LWM
113
Lakeridge Wealth Management
Ohio
$488K 7,195 -673 -9%
PWM
114
Perigon Wealth Management
California
$476K 7,028 +2,547 +57%
Comerica Bank
115
Comerica Bank
Texas
$466K 6,874 +5,171 +304%
LAS
116
Legacy Advisory Services
Pennsylvania
$464K 6,846 -565 -8%
FLPIM
117
F.L. Putnam Investment Management
Massachusetts
$448K 6,614 -5,715 -46%
EWA
118
EP Wealth Advisors
California
$431K 6,364 -320 -5%
NA
119
NewEdge Advisors
Louisiana
$427K 6,304 +4,727 +300%
HF
120
HRT Financial
New York
$421K 6,224 -9,099 -59%
LHC
121
Little House Capital
Massachusetts
$414K 6,108 -1,437 -19%
EF
122
Empowered Funds
Pennsylvania
$386K 5,696 +5,696 New
FMN
123
Financial Management Network
California
$373K 5,363 -116 -2%
SAG
124
SageView Advisory Group
California
$357K 5,081 -457 -8%
ACA
125
Aptus Capital Advisors
Alabama
$350K 5,157 -4,091 -44%
3 4
5
6 7