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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.15B invested in iShares Russell 2500 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
25
Increased
72
Reduced
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$12.2M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$7.85M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$33.3M
4
CTC
Central Trust Company
Missouri
$42.1M
5
MCM
MAI Capital Management
Ohio
$4.01M

Top Sellers

1
CCM
Coldstream Capital Management
Washington
$65.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$41.3M
3
Truist Financial
Truist Financial
North Carolina
$12.6M
4
CWM
CMH Wealth Management
New Hampshire
$8.62M
5
CAM
Congress Asset Management
Massachusetts
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
101
Savant Capital
Illinois
$666K -$20K -295 -3%
Goldman Sachs
102
Goldman Sachs
New York
$628K -$189K -2,783 -23%
CSP
103
Cary Street Partners
Virginia
$625K -$191K -2,816 -23%
Fuller & Thaler Asset Management
104
Fuller & Thaler Asset Management
California
$614K +$294K +4,331 +92%
ONB
105
Old National Bancorp
Indiana
$608K +$608K +8,977 New
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$598K -$765K -11,293 -56%
EFA
107
Evernest Financial Advisors
Indiana
$583K +$583K +8,598 New
SSA
108
Sierra Summit Advisors
Nevada
$577K +$12.3K +182 +2%
OWM
109
OneAscent Wealth Management
Alabama
$535K +$69.2K +1,022 +15%
Cerity Partners
110
Cerity Partners
New York
$523K -$4.07K -60 -0.8%
BBHC
111
Brown Brothers Harriman & Co
New York
$508K – – –
MAG
112
Mayfair Advisory Group
Alabama
$496K +$35.4K +514 +8%
AIM
113
Advyzon Investment Management
Illinois
$489K – – –
LWM
114
Lakeridge Wealth Management
Ohio
$488K -$45.6K -673 -9%
PWM
115
Perigon Wealth Management
California
$476K +$173K +2,547 +57%
Comerica Bank
116
Comerica Bank
Texas
$466K +$351K +5,171 +304%
LAS
117
Legacy Advisory Services
Pennsylvania
$464K -$38.3K -565 -8%
FLPIM
118
F.L. Putnam Investment Management
Massachusetts
$448K -$387K -5,715 -46%
EWA
119
EP Wealth Advisors
California
$431K -$21.7K -320 -5%
NA
120
NewEdge Advisors
Louisiana
$427K +$320K +4,727 +300%
HF
121
HRT Financial
New York
$421K -$615K -9,099 -59%
LHC
122
Little House Capital
Massachusetts
$414K -$97.4K -1,437 -19%
EF
123
Empowered Funds
Pennsylvania
$386K +$386K +5,696 New
FMN
124
Financial Management Network
California
$373K -$8.08K -116 -2%
SAG
125
SageView Advisory Group
California
$357K -$32.2K -457 -8%
3 4
5
6 7