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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

191 hedge funds and large institutions have $1.05B invested in iShares Russell 2500 ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
19
Increased
76
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
$141M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$22.2M
3
HCA
Harbor Capital Advisors
Illinois
$12.7M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$25.3M
5
FWIA
Fort Washington Investment Advisors
Ohio
$94.1M

Top Sellers

1
KIM
Kestra Investment Management
Texas
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.7M
3
CCM
Coldstream Capital Management
Washington
$75.6M
4
BC
Brio Consultants
California
$12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Sepio Capital
Utah
$317K – – –
MFA
127
Mayflower Financial Advisors
Massachusetts
$312K -$500 -8 -0.2%
FMN
128
Financial Management Network
California
$307K +$31.3K +559 +11%
AA
129
Altman Advisors
Illinois
$305K -$20.3K -1,406 -6%
Fuller & Thaler Asset Management
130
Fuller & Thaler Asset Management
California
$296K +$296K +4,727 New
IA
131
Integrity Alliance
Iowa
$285K +$285K +4,556 New
PWM
132
Perigon Wealth Management
California
$280K +$21K +335 +8%
PIA
133
Pinion Investment Advisors
Kansas
$271K – – –
GA
134
GoalVest Advisory
New York
$271K – – –
TPWA
135
TRUE Private Wealth Advisors
Oregon
$270K -$250 -4 -0.1%
RMF
136
Red Mountain Financial
Colorado
$264K -$27.8K -444 -10%
DADC
137
D.A. Davidson & Co
Montana
$260K -$21.3K -341 -8%
MG
138
Mather Group
Illinois
$254K – – –
1IA
139
1620 Investment Advisors
Massachusetts
$251K +$17.8K +284 +8%
IAS
140
Insigneo Advisory Services
Florida
$250K – – –
FCM
141
Firestone Capital Management
Florida
$250K – – –
CAL
142
Capital Analysts LLC
Pennsylvania
$248K -$135K -2,158 -35%
OCFG
143
O'Connor Financial Group
Illinois
$246K +$14K +224 +6%
VFPW
144
Vantage Financial Partners (Wisconsin)
Wisconsin
$243K +$243K +3,887 New
VCAM
145
Van Cleef Asset Management
Ohio
$243K -$20.3K -325 -8%
Bank of New York Mellon
146
Bank of New York Mellon
New York
$237K +$25.3K +404 +12%
CFG
147
Citizens Financial Group
Rhode Island
$235K – – –
Wells Fargo
148
Wells Fargo
California
$234K +$28.2K +451 +14%
DCM
149
Dimension Capital Management
Florida
$229K – – –
MIC
150
Means Investment Company
Maine
$225K -$201K -3,210 -47%
4 5
6
7 8