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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

129 hedge funds and large institutions have $406M invested in iShares Russell 2500 ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
38
Increased
51
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$44.6M
2
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$49.6M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$16.8M
4
CWM
4
CMH Wealth Management
New Hampshire
$9.51M
5
GWSA
5
Global Wealth Strategies & Associates
Colorado
$5.63M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.19M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.08M
3
LHC
3
Little House Capital
Massachusetts
$372K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.2M
5
DWP
5
Destiny Wealth Partners
Florida
$123K
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
101
J.W. Cole Advisors
Florida
$231K 4,350 +1 +0%
PA
102
PFG Advisors
Arizona
$231K 4,342 -181 -4%
OCM
103
One Capital Management
California
$229K 4,317 +4,317 New
AA
104
Altman Advisors
Illinois
$222K 3,987 +3,987 New
ASN
105
Advisory Services Network
Georgia
$216K 4,059 -637 -14%
FCM
106
Firestone Capital Management
Florida
$213K 4,000 +4,000 New
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$198K 3,719 +140 +4%
DIP
108
DT Investment Partners
Pennsylvania
$186K 3,502 +280 +9%
LC
109
Lindbrook Capital
California
$178K 3,345 +3,345 New
DWP
110
Destiny Wealth Partners
Florida
$123K 2,307 -81,678 -97%
NA
111
NewEdge Advisors
Louisiana
$72.7K 1,369 +1,369 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$68.3K 1,286 +674 +110%
CHA
113
Carmichael Hill & Associates
Maryland
$64.1K 1,206 +69 +6%
Wells Fargo
114
Wells Fargo
California
$62.3K 1,173 -426 -27%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$51K 963 +4 +0.4%
LFA
116
LGT Financial Advisors
Texas
$38.4K 722 +722 New
MCC
117
Money Concepts Capital
Florida
$32.6K 614 +378 +160%
PIMG
118
Patriot Investment Management Group
Tennessee
$28.1K 485 +485 New
GRP
119
Global Retirement Partners
California
$27.2K 511 +2 +0.4%
WTC
120
WhitTier Trust Company
Nevada
$21.3K 400 – –
HI
121
Harbour Investments
Wisconsin
$18.7K 351 +4 +1%
TPCW
122
TD Private Client Wealth
New York
$18.1K 341 +341 New
TLCM
123
Twin Lakes Capital Management
California
$17.8K 334 – –
SWM
124
Spire Wealth Management
Virginia
$16K 298 +1 +0.3%
GIA
125
Goodwin Investment Advisory
Georgia
$12.8K 241 -131 -35%
2 3 4
5
6