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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

191 hedge funds and large institutions have $1.05B invested in iShares Russell 2500 ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
19
Increased
76
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$141M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$22.2M
3
HCA
3
Harbor Capital Advisors
Illinois
$12.7M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$25.3M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$94.1M

Top Sellers

1
KIM
1
Kestra Investment Management
Texas
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.7M
3
CCM
3
Coldstream Capital Management
Washington
$75.6M
4
BC
4
Brio Consultants
California
$12M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
101
Whittier Trust
California
$629K +$125K +1,999 +25%
STAS
102
Strong Tower Advisory Services
Minnesota
$614K -$280K -4,994 -31%
ACA
103
Aptus Capital Advisors
Alabama
$578K +$115K +1,834 +25%
TSS
104
Two Sigma Securities
New York
$563K +$120K +1,917 +27%
BBNA
105
Bremer Bank National Association
Minnesota
$561K – – –
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$546K +$251K +4,021 +85%
SSA
107
Sierra Summit Advisors
Nevada
$521K -$223K -3,563 -30%
SHFA
108
SC&H Financial Advisors
Maryland
$493K +$144K +2,300 +41%
LWM
109
Lakeridge Wealth Management
Ohio
$492K -$3.13K -50 -0.6%
Cerity Partners
110
Cerity Partners
New York
$486K -$13.3K -213 -3%
LHC
111
Little House Capital
Massachusetts
$472K +$39.5K +631 +9%
BBHC
112
Brown Brothers Harriman & Co
New York
$468K – – –
SFG
113
SevenBridge Financial Group
Pennsylvania
$466K -$189K -2,881 -29%
LAS
114
Legacy Advisory Services
Pennsylvania
$463K +$463K +7,411 New
PAG
115
Private Advisor Group
New Jersey
$453K +$5.88K +94 +1%
AIM
116
Advyzon Investment Management
Illinois
$451K -$369K -5,907 -45%
OWM
117
OneAscent Wealth Management
Alabama
$430K +$1.75K +28 +0.4%
MAG
118
Mayfair Advisory Group
Alabama
$418K +$67.7K +1,083 +19%
EWA
119
EP Wealth Advisors
California
$418K – – –
AWS
120
Atria Wealth Solutions
New York
$412K -$59K -944 -13%
LT
121
Legacy Trust
Michigan
$409K – – –
AG
122
AlTi Global
New York
$365K +$365K +5,843 New
SAG
123
SageView Advisory Group
California
$346K +$346K +5,538 New
AFG
124
Atomi Financial Group
New York
$341K +$46.7K +746 +16%
WIA
125
Wetzel Investment Advisors
Indiana
$331K +$60.3K +964 +22%
3 4
5
6 7