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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

163 hedge funds and large institutions have $736M invested in iShares Russell 2500 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 8 closing their positions.

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
21
Increased
69
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$30.4M
2
WIA
2
World Investment Advisors
California
$22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$31.7M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$11.7M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.95M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$84.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.6M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
WANY
5
Wealthspire Advisors (New York)
New York
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
101
Brown Brothers Harriman & Co
New York
$469K +$443K +7,079 +1,718%
LWM
102
Lakeridge Wealth Management
Ohio
$459K +$21.8K +348 +5%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$451K -$228K -3,644 -34%
OCM
104
One Capital Management
California
$451K +$43.6K +696 +11%
TB
105
Treynor Bancshares
Iowa
$436K -$269K -4,293 -38%
PFA
106
Pure Financial Advisors
California
$433K -$67K -1,071 -13%
LHC
107
Little House Capital
Massachusetts
$430K -$18.8K -301 -4%
OWM
108
OneAscent Wealth Management
Alabama
$429K +$2.01K +32 +0.5%
MIC
109
Means Investment Company
Maine
$424K -$479K -7,658 -53%
EWA
110
EP Wealth Advisors
California
$423K +$8.14K +130 +2%
LT
111
Legacy Trust
Michigan
$416K -$15.8K -253 -4%
PIA
112
Pinion Investment Advisors
Kansas
$345K -$72.5K -1,158 -17%
KPWS
113
Kestra Private Wealth Services
Texas
$326K +$78.1K +1,248 +31%
SC
114
Sepio Capital
Utah
$317K – – –
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$315K +$58.5K +935 +23%
MAG
116
Mayfair Advisory Group
Alabama
$308K +$974 +15 +0.3%
SA
117
Sanctuary Advisors
Indiana
$304K +$304K +4,907 New
AFG
118
Atomi Financial Group
New York
$279K +$59.8K +955 +27%
RMF
119
Red Mountain Financial
Colorado
$279K +$279K +4,449 New
TPWA
120
TRUE Private Wealth Advisors
Oregon
$272K +$63 +1 +0%
GA
121
GoalVest Advisory
New York
$272K -$57.3K -915 -17%
DADC
122
D.A. Davidson & Co
Montana
$271K +$76.1K +1,216 +39%
VCAM
123
Van Cleef Asset Management
Ohio
$268K -$9.39K -150 -3%
PWM
124
Perigon Wealth Management
California
$263K +$263K +4,198 New
PA
125
PFG Advisors
Arizona
$262K -$23.9K -382 -8%
3 4
5
6 7