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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

163 hedge funds and large institutions have $736M invested in iShares Russell 2500 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
21
Increased
69
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
$30.4M
2
WIA
World Investment Advisors
California
$22M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$31.7M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$11.7M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.95M

Top Sellers

1
CCM
Coldstream Capital Management
Washington
$84.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.21M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.6M
4
LNC
Lincoln National Corp
Pennsylvania
$0
5
WANY
Wealthspire Advisors (New York)
New York
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$256K +$187K +2,992 +272%
EFS
127
Essex Financial Services
Connecticut
$255K +$49.9K +788 +24%
FCM
128
Firestone Capital Management
Florida
$250K – – –
DIP
129
DT Investment Partners
Pennsylvania
$232K -$8.7K -139 -4%
Bank of New York Mellon
130
Bank of New York Mellon
New York
$232K +$125 +2 +0.1%
IAIM
131
International Assets Investment Management
Florida
$222K – – –
OCFG
132
O'Connor Financial Group
Illinois
$220K +$22.5K +359 +11%
TPCW
133
TD Private Client Wealth
New York
$205K +$109K +1,734 +113%
SHFA
134
SC&H Financial Advisors
Maryland
$205K +$205K +3,267 New
Wells Fargo
135
Wells Fargo
California
$200K -$19.5K -311 -9%
CAL
136
Capital Analysts LLC
Pennsylvania
$173K -$47.6K -761 -22%
CHA
137
Carmichael Hill & Associates
Maryland
$148K +$11.1K +178 +8%
1IA
138
1620 Investment Advisors
Massachusetts
$146K +$146K +2,338 New
PA
139
Parallel Advisors
California
$135K -$3.88K -62 -3%
AGWCA
140
Annis Gardner Whiting Capital Advisors
Florida
$122K – – –
EWA
141
EverSource Wealth Advisors
Alabama
$115K -$67 -1 -0.1%
NA
142
NewEdge Advisors
Louisiana
$98.1K -$122K -1,951 -55%
Comerica Bank
143
Comerica Bank
Texas
$97.7K -$27.7K -443 -22%
IWP
144
IAG Wealth Partners
Wisconsin
$89.2K – – –
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$59.8K +$746 +12 +1%
OP
146
ORG Partners
Indiana
$46.7K +$46.7K +754 New
CIAS
147
CBIZ Investment Advisory Services
Ohio
$38K – – –
HI
148
Harbour Investments
Wisconsin
$34.4K -$7.76K -124 -18%
AAG
149
Armstrong Advisory Group
Massachusetts
$31K -$751 -12 -2%
SWM
150
Spire Wealth Management
Virginia
$28.2K +$63 +1 +0.2%
3 4 5
6
7