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iShares Russell 2500 ETF

192 hedge funds and large institutions have $1.35B invested in iShares Russell 2500 ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 54

16% more capital invested

Capital invested by funds: $1.16B → $1.35B (+$188M)

2.22% more ownership

Funds ownership: 76.33%78.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 197192 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
192
Holders Change
-5
Holders Change %
-2.54%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
87
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
101
Sierra Summit Advisors
Nevada
$619K -$8.84K -124 -1%
Cerity Partners
102
Cerity Partners
New York
$601K +$32K +449 +6%
BBHC
103
Brown Brothers Harriman & Co
New York
$552K
FLPIM
104
F.L. Putnam Investment Management
Massachusetts
$542K +$52.9K +743 +11%
PWM
105
Perigon Wealth Management
California
$536K +$16.9K +237 +3%
MAG
106
Mayfair Advisory Group
Alabama
$533K +$1.78K +25 +0.3%
AIM
107
Advyzon Investment Management
Illinois
$532K
Comerica Bank
108
Comerica Bank
Texas
$509K +$2.07K +29 +0.4%
LAS
109
Legacy Advisory Services
Pennsylvania
$506K +$784 +11 +0.2%
Bank of New York Mellon
110
Bank of New York Mellon
New York
$505K +$215K +3,018 +79%
Fuller & Thaler Asset Management
111
Fuller & Thaler Asset Management
California
$476K -$185K -2,598 -29%
EF
112
Empowered Funds
Pennsylvania
$475K +$52.9K +742 +13%
LWM
113
Lakeridge Wealth Management
Ohio
$473K -$55.6K -781 -11%
LHC
114
Little House Capital
Massachusetts
$473K +$21.6K +303 +5%
SA
115
Sanctuary Advisors
Indiana
$458K +$5.91K +83 +1%
NA
116
NewEdge Advisors
Louisiana
$454K -$10.3K -145 -2%
Goldman Sachs
117
Goldman Sachs
New York
$433K -$241K -3,389 -37%
Bessemer Group
118
Bessemer Group
New Jersey
$424K +$222K +3,119 +119%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$395K +$381K +5,352 New
FMN
120
Financial Management Network
California
$395K -$6.2K -87 -2%
DADC
121
D.A. Davidson & Co
Montana
$375K +$37.6K +528 +12%
SAG
122
SageView Advisory Group
California
$375K
OCFG
123
O'Connor Financial Group
Illinois
$374K +$8.69K +122 +2%
MFA
124
Mayflower Financial Advisors
Massachusetts
$356K -$13.3K -187 -4%
SWA
125
SFMG Wealth Advisors
Texas
$341K +$44.7K +627 +16%

SMMD Hedge Fund Activity: Q3 2025 in Review

192 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2025, worth a combined $1.35B — up 16% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SMMD and 12 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 87 added.

The largest buyer was Glenmede Investment Management, adding an estimated $33.8M. The largest seller was Susquehanna International Group, cutting an estimated $4.4M.

  • 192 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2025, down from 197 in Q2 2025.
  • Funds reported $1.35B of iShares Russell 2500 ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 12 funds opened new iShares Russell 2500 ETF positions in Q3 2025 and 15 closed out, a net change of -3 holders.
  • The largest iShares Russell 2500 ETF buyer in Q3 2025 was Glenmede Investment Management, an estimated $33.8M added.
  • The largest iShares Russell 2500 ETF seller in Q3 2025 was Susquehanna International Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2025.