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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

120 hedge funds and large institutions have $372M invested in iShares Russell 2500 ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-9
Holders Change %
-6.98%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
50
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$63.1M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.4M
3
BFG
3
Berger Financial Group
Minnesota
$6.24M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$21M
5
SWPG
5
Strategic Wealth Partners Group
Illinois
$8.08M

Top Sellers

1
LFGH
1
Lee Financial Group Hawaii
Hawaii
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.3M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$142K
4
PIMC
4
Praesidium Investment Management Company
New York
$0
5
Truist Financial
5
Truist Financial
North Carolina
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
101
Whittier Trust
California
$142K -$697K -12,726 -83%
TPCW
102
TD Private Client Wealth
New York
$89.6K +$70.9K +1,293 +379%
CHA
103
Carmichael Hill & Associates
Maryland
$66.5K +$384 +7 +0.6%
Wells Fargo
104
Wells Fargo
California
$64.3K – – –
Fidelity Investments
105
Fidelity Investments
Massachusetts
$49.9K -$20.6K -375 -29%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$33.2K +$33.2K +605 New
SWM
107
Spire Wealth Management
Virginia
$24.6K +$8.23K +150 +50%
GIA
108
Goodwin Investment Advisory
Georgia
$24K +$10.8K +197 +82%
WTC
109
WhitTier Trust Company
Nevada
$21.9K – – –
HI
110
Harbour Investments
Wisconsin
$19.3K +$55 +1 +0.3%
TLCM
111
Twin Lakes Capital Management
California
$18.3K – – –
FCA
112
FinTrust Capital Advisors
South Carolina
$12.3K – – –
EBA
113
Eagle Bay Advisors
New York
$12.1K -$541K -9,865 -98%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$10.9K +$1.36K +24,867 +14%
BAM
115
Belpointe Asset Management
Nevada
$9.76K – – –
GRP
116
Global Retirement Partners
California
$9.23K -$17.9K -337 -66%
GWM
117
Geneos Wealth Management
Colorado
$6.96K +$6.96K +127 New
HS
118
Horan Securities
United States
$5.04K – – –
CSPIA
119
Cary Street Partners Investment Advisory
Virginia
$4.39K – – –
LOIP
120
Live Oak Investment Partners
Texas
$986 -$478 – –
AAS
121
Ameritas Advisory Services
Nebraska
$566 +$566 +10 New
LFGH
122
Lee Financial Group Hawaii
Hawaii
– -$15.2M -286,470 Closed
PIMC
123
Praesidium Investment Management Company
New York
– -$3.87M -72,909 Closed
CRC
124
Curi RMB Capital
Illinois
– -$1.12M -21,066 Closed
AI
125
Atria Investments
North Carolina
– -$1.05M -19,732 Closed
2 3 4
5
6