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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

153 hedge funds and large institutions have $661M invested in iShares Russell 2500 ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
59
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.7M
2
LPL Financial
LPL Financial
California
$15.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$20.9M
4
GT
Glenmede Trust
Pennsylvania
$12.1M
5
Bank of America
Bank of America
North Carolina
$23.4M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$10.1M
2
OPS
Orion Portfolio Solutions
Nebraska
$10.1M
3
Truist Financial
Truist Financial
North Carolina
$18.7M
4
MFG
MidWestOne Financial Group
Iowa
$0
5
CAM
Congress Asset Management
Massachusetts
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$204K +$204K +3,112 New
Citigroup
127
Citigroup
New York
$185K +$30.8K +470 +20%
TF
128
Tompkins Financial
New York
$161K – – –
PA
129
Parallel Advisors
California
$145K – – –
CHA
130
Carmichael Hill & Associates
Maryland
$144K -$3.61K -55 -2%
Comerica Bank
131
Comerica Bank
Texas
$131K -$16.1K -246 -11%
AGWCA
132
Annis Gardner Whiting Capital Advisors
Florida
$127K +$127K +1,942 New
EWA
133
EverSource Wealth Advisors
Alabama
$105K +$105K +1,710 New
TPCW
134
TD Private Client Wealth
New York
$101K – – –
IWP
135
IAG Wealth Partners
Wisconsin
$93.5K – – –
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$72.2K +$72.2K +1,100 New
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$61.6K +$61.6K +950 New
HI
138
Harbour Investments
Wisconsin
$44.1K +$852 +13 +2%
GWSA
139
Global Wealth Strategies & Associates
Colorado
$43.2K -$2.03K -31 -4%
CIAS
140
CBIZ Investment Advisory Services
Ohio
$39.8K +$39.8K +607 New
EBA
141
Eagle Bay Advisors
New York
$37.6K +$11.8K +180 +46%
AAG
142
Armstrong Advisory Group
Massachusetts
$31.2K – – –
SWM
143
Spire Wealth Management
Virginia
$29.5K – – –
BBHC
144
Brown Brothers Harriman & Co
New York
$27K +$27K +412 New
WTC
145
WhitTier Trust Company
Nevada
$26.2K – – –
IA
146
IFP Advisors
Florida
$24.2K – – –
TLCM
147
Twin Lakes Capital Management
California
$21.9K – – –
FCA
148
FinTrust Capital Advisors
South Carolina
$15.2K – – –
ACA
149
Aptus Capital Advisors
Alabama
$13.1K +$13.1K +200 New
MRCM
150
M&R Capital Management
New Jersey
$6.56K – – –
3 4 5
6
7