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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

150 hedge funds and large institutions have $586M invested in iShares Russell 2500 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
150
Holders Change
+21
Holders Change %
+16.28%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
65
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$31.4M
2
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$12.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$10.8M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$9.55M
5
CCM
5
Coldstream Capital Management
Washington
$95.7M

Top Sellers

1
GWSA
1
Global Wealth Strategies & Associates
Colorado
$42.4K
2
Bank of America
2
Bank of America
North Carolina
$17.2M
3
GA
3
GoalVest Advisory
New York
$472K
4
PIA
4
Pinion Investment Advisors
Kansas
$585K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
101
OneDigital Investment Advisors
Kansas
$408K 6,621 +6,621 New
RJFSA
102
Raymond James Financial Services Advisors
Florida
$401K 6,516 +1,097 +20%
WT
103
Whittier Trust
California
$399K 6,479 -436 -6%
LHC
104
Little House Capital
Massachusetts
$394K 6,395 +276 +5%
WAG
105
Windsor Advisory Group
Ohio
$393K 6,382 +6,382 New
OWM
106
OneAscent Wealth Management
Alabama
$371K 6,033 – –
APWA
107
Atlas Private Wealth Advisors
New Jersey
$369K 5,994 -2,100 -26%
TRCT
108
Tower Research Capital (TRC)
New York
$360K 5,840 +2,804 +92%
TC
109
TownSquare Capital
Utah
$314K 5,102 +5,102 New
SC
110
Sepio Capital
Utah
$312K 5,065 – –
RMF
111
Red Mountain Financial
Colorado
$295K 4,789 +4,789 New
AA
112
Altman Advisors
Illinois
$281K 4,564 -111 -2%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$275K 4,469 -2,930 -40%
PA
114
PFG Advisors
Arizona
$273K 4,442 -306 -6%
MAG
115
Mayfair Advisory Group
Alabama
$273K 4,466 +71 +2%
VCAM
116
Van Cleef Asset Management
Ohio
$273K 4,430 -700 -14%
TPWA
117
TRUE Private Wealth Advisors
Oregon
$268K 4,346 +281 +7%
CWP
118
Curated Wealth Partners
California
$265K 4,300 +4,300 New
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$255K 4,138 -787 -16%
OCM
120
One Capital Management
California
$250K 4,054 +260 +7%
DIP
121
DT Investment Partners
Pennsylvania
$249K 4,065 +496 +14%
FCM
122
Firestone Capital Management
Florida
$246K 4,000 – –
Cerity Partners
123
Cerity Partners
New York
$231K 3,754 +3,754 New
SWM
124
SigFig Wealth Management
California
$227K 3,642 +3,642 New
AFG
125
Atomi Financial Group
New York
$216K 3,505 +3,505 New
3 4
5
6 7