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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

171 hedge funds and large institutions have $802M invested in iShares Russell 2500 ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
22
Increased
61
Reduced
62
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
$63.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$48.6M
3
GT
Glenmede Trust
Pennsylvania
$22.4M
4
SW
Simplicity Wealth
New Jersey
$7.77M
5
Bank of America
Bank of America
North Carolina
$31.3M

Top Sellers

1
CCM
Coldstream Capital Management
Washington
$69.7M
2
ARG
Advisory Resource Group
Oklahoma
$2.46M
3
LPL Financial
LPL Financial
California
$9.65M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.88M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
126
Wetzel Investment Advisors
Indiana
$268K +$268K +3,962 New
EFS
127
Essex Financial Services
Connecticut
$268K -$5.44K -80 -2%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$265K -$80.1K -1,167 -23%
AFG
129
Atomi Financial Group
New York
$263K -$38.2K -564 -13%
CFG
130
Citizens Financial Group
Rhode Island
$254K +$254K +3,753 New
P
131
Pitcairn
Pennsylvania
$244K +$244K +3,600 New
OCFG
132
O'Connor Financial Group
Illinois
$235K -$3.05K -45 -1%
DIP
133
DT Investment Partners
Pennsylvania
$234K -$16.8K -248 -7%
EH
134
Equitable Holdings
New York
$230K +$230K +3,397 New
LC
135
Lindbrook Capital
California
$227K +$227K +3,345 New
Bank of New York Mellon
136
Bank of New York Mellon
New York
$224K -$27.2K -401 -11%
TPCW
137
TD Private Client Wealth
New York
$222K – – –
SWA
138
SFMG Wealth Advisors
Texas
$211K +$211K +3,119 New
PA
139
PFG Advisors
Arizona
$211K -$72.2K -1,066 -25%
FNA
140
First National Advisers
Nebraska
$206K +$206K +3,043 New
FHC
141
First Heartland Consultants
Missouri
$201K +$201K +2,967 New
IWM
142
IHT Wealth Management
Illinois
$200K +$200K +2,973 New
1IA
143
1620 Investment Advisors
Massachusetts
$164K +$6.03K +89 +4%
CHA
144
Carmichael Hill & Associates
Maryland
$160K -$542 -8 -0.3%
PA
145
Parallel Advisors
California
$146K – – –
AGWCA
146
Annis Gardner Whiting Capital Advisors
Florida
$132K – – –
EWA
147
EverSource Wealth Advisors
Alabama
$116K +$339 +5 +0.3%
NA
148
NewEdge Advisors
Louisiana
$107K +$339 +5 +0.3%
Comerica Bank
149
Comerica Bank
Texas
$102K -$4.06K -60 -4%
IWP
150
IAG Wealth Partners
Wisconsin
$96.5K – – –
4 5
6
7 8