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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

153 hedge funds and large institutions have $661M invested in iShares Russell 2500 ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
59
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.7M
2
LPL Financial
2
LPL Financial
California
$15.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$20.9M
4
GT
4
Glenmede Trust
Pennsylvania
$12.1M
5
Bank of America
5
Bank of America
North Carolina
$23.4M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$10.1M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$10.1M
3
Truist Financial
3
Truist Financial
North Carolina
$18.7M
4
MFG
4
MidWestOne Financial Group
Iowa
$0
5
CAM
5
Congress Asset Management
Massachusetts
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
101
Pinion Investment Advisors
Kansas
$437K -$186K -2,828 -30%
EWA
102
EP Wealth Advisors
California
$435K – – –
OCM
103
One Capital Management
California
$427K +$161K +2,453 +61%
CAN
104
Cetera Advisor Networks
California
$391K -$273K -4,158 -41%
GA
105
GoalVest Advisory
New York
$345K -$158K -2,415 -31%
SC
106
Sepio Capital
Utah
$332K – – –
MAG
107
Mayfair Advisory Group
Alabama
$310K +$17.3K +263 +6%
AA
108
Altman Advisors
Illinois
$300K +$3.57K +55 +1%
PA
109
PFG Advisors
Arizona
$300K +$8.14K +124 +3%
VCAM
110
Van Cleef Asset Management
Ohio
$291K – – –
TPWA
111
TRUE Private Wealth Advisors
Oregon
$285K +$66 +1 +0%
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$269K -$2.43K -37 -0.9%
FCM
113
Firestone Capital Management
Florida
$262K – – –
KPWS
114
Kestra Private Wealth Services
Texas
$260K +$260K +3,965 New
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$253K -$39.7K -606 -14%
DIP
116
DT Investment Partners
Pennsylvania
$252K -$14.3K -218 -5%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$243K -$264K -4,019 -52%
CAL
118
Capital Analysts LLC
Pennsylvania
$231K +$70.8K +1,081 +44%
NA
119
NewEdge Advisors
Louisiana
$231K +$44.7K +682 +24%
IAIM
120
International Assets Investment Management
Florida
$230K +$230K +3,545 New
Wells Fargo
121
Wells Fargo
California
$230K +$51K +778 +29%
AFG
122
Atomi Financial Group
New York
$229K -$590 -9 -0.3%
TRCT
123
Tower Research Capital (TRC)
New York
$213K -$170K -2,589 -44%
EFS
124
Essex Financial Services
Connecticut
$212K +$212K +3,236 New
OCFG
125
O'Connor Financial Group
Illinois
$207K +$207K +3,158 New
3 4
5
6 7