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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in iShares Russell 2500 ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+24
Holders Change %
+14.04%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
39
Increased
90
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
$119M
2
CCM
Coldstream Capital Management
Washington
$108M
3
FWIA
Fort Washington Investment Advisors
Ohio
$92.8M
4
Bank of America
Bank of America
North Carolina
$46.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$592K
2
OMC
Old Mission Capital
Illinois
$0
3
AWS
Atria Wealth Solutions
New York
$512K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.54M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$718K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Sepio Capital
Utah
$344K – – –
MFA
127
Mayflower Financial Advisors
Massachusetts
$340K -$50.4K -741 -13%
FMN
128
Financial Management Network
California
$339K +$42.5K +617 +14%
AA
129
Altman Advisors
Illinois
$336K +$264K +17,711 +365%
AFG
130
Atomi Financial Group
New York
$321K +$56.2K +827 +21%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$321K +$57.5K +845 +22%
RMF
132
Red Mountain Financial
Colorado
$318K +$11.8K +174 +4%
SA
133
Sanctuary Advisors
Indiana
$316K +$1.56K +22 +0.5%
DWM
134
Diversify Wealth Management
Utah
$307K +$307K +4,570 New
DADC
135
D.A. Davidson & Co
Montana
$306K -$3.88K -57 -1%
PIA
136
Pinion Investment Advisors
Kansas
$295K – – –
GA
137
GoalVest Advisory
New York
$295K – – –
WIA
138
Wetzel Investment Advisors
Indiana
$294K +$24.5K +361 +9%
TPWA
139
TRUE Private Wealth Advisors
Oregon
$294K -$2.11K -31 -0.7%
PWM
140
Perigon Wealth Management
California
$289K +$419 +6 +0.1%
VCAM
141
Van Cleef Asset Management
Ohio
$286K -$4.76K -70 -2%
MG
142
Mather Group
Illinois
$277K – – –
FCM
143
Firestone Capital Management
Florida
$272K – – –
IAS
144
Insigneo Advisory Services
Florida
$272K +$272K +4,000 New
EFS
145
Essex Financial Services
Connecticut
$268K – – –
CFG
146
Citizens Financial Group
Rhode Island
$255K – – –
1IA
147
1620 Investment Advisors
Massachusetts
$253K +$88.4K +1,300 +54%
OCFG
148
O'Connor Financial Group
Illinois
$252K +$15.8K +233 +7%
DCM
149
Dimension Capital Management
Florida
$249K +$249K +3,665 New
GWANC
150
Guardian Wealth Advisors (North Carolina)
North Carolina
$241K +$241K +3,538 New
4 5
6
7 8