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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

129 hedge funds and large institutions have $415M invested in iShares Russell 2500 ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.06%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
14
Increased
48
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$78.2M
2
CAMG
2
CWA Asset Management Group
Florida
$3.36M
3
CAM
3
Cresset Asset Management
Illinois
$11.2M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$26.7M
5
CAM
5
Congress Asset Management
Massachusetts
$1.56M

Top Sellers

1
GWSA
1
Global Wealth Strategies & Associates
Colorado
$4.18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.33M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.89M
4
AI
4
Atria Investments
North Carolina
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
101
TRUE Private Wealth Advisors
Oregon
$222K -$30.7K -564 -12%
FCM
102
Firestone Capital Management
Florida
$218K – – –
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$213K +$213K +3,911 New
Bank of New York Mellon
104
Bank of New York Mellon
New York
$212K -$30.4K -558 -13%
PWM
105
Perigon Wealth Management
California
$210K -$64K -1,174 -23%
MA
106
Mutual Advisors
Nebraska
$208K -$39.2K -720 -16%
OCM
107
One Capital Management
California
$207K +$207K +3,794 New
OWA
108
One Wealth Advisors
California
$203K -$233K -4,274 -53%
DIP
109
DT Investment Partners
Pennsylvania
$195K -$8.12K -149 -4%
Wells Fargo
110
Wells Fargo
California
$169K +$8.18K +150 +5%
TRCT
111
Tower Research Capital (TRC)
New York
$165K -$227K -4,156 -58%
CHA
112
Carmichael Hill & Associates
Maryland
$115K +$654 +12 +0.6%
TPCW
113
TD Private Client Wealth
New York
$84.5K -$1.36K -25 -2%
Citigroup
114
Citigroup
New York
$49.6K +$49.1K +901 +11,263%
OP
115
ORG Partners
Indiana
$41.1K – – –
AAG
116
Armstrong Advisory Group
Massachusetts
$36.2K -$25.2K -463 -41%
HI
117
Harbour Investments
Wisconsin
$31.4K +$545 +10 +2%
SWM
118
Spire Wealth Management
Virginia
$24.5K – – –
IA
119
IFP Advisors
Florida
$22.8K +$2.73K +50 +14%
WTC
120
WhitTier Trust Company
Nevada
$21.8K – – –
TLCM
121
Twin Lakes Capital Management
California
$18.2K – – –
PA
122
Parallel Advisors
California
$13.2K -$19.4K -355 -59%
FCA
123
FinTrust Capital Advisors
South Carolina
$12.6K – – –
GIA
124
Goodwin Investment Advisory
Georgia
$11.6K -$12.3K -225 -51%
GWM
125
Geneos Wealth Management
Colorado
$9.38K +$2.45K +45 +35%
2 3 4
5
6