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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

194 hedge funds and large institutions have $1.14B 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, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
2.6%
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
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$65.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$41.3M
3
Truist Financial
3
Truist Financial
North Carolina
$12.6M
4
CWM
4
CMH Wealth Management
New Hampshire
$8.62M
5
CAM
5
Congress Asset Management
Massachusetts
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
126
Aptus Capital Advisors
Alabama
$350K -$277K -4,091 -44%
OCFG
127
O'Connor Financial Group
Illinois
$345K +$71.6K +1,028 +26%
MFA
128
Mayflower Financial Advisors
Massachusetts
$340K +$1.69K +25 +0.5%
OMC
129
Old Mission Capital
Illinois
$339K +$339K +4,995 New
Franklin Resources
130
Franklin Resources
California
$329K +$329K +4,853 New
AA
131
Altman Advisors
Illinois
$322K +$16.2K +1,119 +5%
DADC
132
D.A. Davidson & Co
Montana
$309K +$27.5K +405 +10%
1IA
133
1620 Investment Advisors
Massachusetts
$296K +$23.7K +350 +9%
TPWA
134
TRUE Private Wealth Advisors
Oregon
$292K -$407 -6 -0.1%
RMF
135
Red Mountain Financial
Colorado
$282K -$4.88K -72 -2%
MG
136
Mather Group
Illinois
$276K – – –
FCM
137
Firestone Capital Management
Florida
$271K – – –
SWA
138
SFMG Wealth Advisors
Texas
$271K +$30.1K +444 +12%
CAL
139
Capital Analysts LLC
Pennsylvania
$269K – – –
VFPW
140
Vantage Financial Partners (Wisconsin)
Wisconsin
$263K – – –
VCAM
141
Van Cleef Asset Management
Ohio
$263K – – –
Bank of New York Mellon
142
Bank of New York Mellon
New York
$260K +$2.58K +38 +1%
AFG
143
Atomi Financial Group
New York
$249K -$121K -1,792 -33%
DCM
144
Dimension Capital Management
Florida
$248K – – –
EH
145
Equitable Holdings
New York
$242K +$1.63K +24 +0.7%
DWM
146
Diversify Wealth Management
Utah
$242K +$282 +4 +0.1%
CFG
147
Citizens Financial Group
Rhode Island
$239K -$15.3K -226 -6%
CP
148
Canopy Partners
Ohio
$239K -$799K -11,785 -77%
QCM
149
Quantinno Capital Management
New York
$232K +$232K +3,429 New
PAS
150
Park Avenue Securities
New York
$230K +$230K +3,391 New
4 5
6
7 8