iShares Russell 2500 ETF
SMMD
192 hedge funds and large institutions have $1.05B invested in iShares Russell 2500 ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 21 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 71
0.67% less ownership
Funds ownership: 82.41% → 81.73% (-0.67%)
3% less funds holding
Funds holding: 197 → 192 (-5)
7% less capital invested
Capital invested by funds: $1.13B → $1.05B (-$75.9M)
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$34.6M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$23.9M |
| 3 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
+$13.7M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$12.2M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$9.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$37.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$34.6M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$25.5M |
| 4 |
BC
Brio Consultants
San Francisco,
California
|
-$9.37M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.04M |
SMMD Hedge Fund Activity: Q1 2025 in Review
192 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2025, worth a combined $1.05B — down 6.7% from $1.13B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of SMMD and 18 opened new positions — a net loss of 3 holders — while 71 trimmed existing stakes and 77 added.
The largest buyer was Glenmede Trust, adding an estimated $34.6M. The largest seller was Kestra Investment Management, exiting entirely with an estimated $37.4M sold.
- 192 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2025, down from 197 in Q4 2024.
- Funds reported $1.05B of iShares Russell 2500 ETF stock for Q1 2025, down 6.7% quarter-over-quarter.
- 18 funds opened new iShares Russell 2500 ETF positions in Q1 2025 and 21 closed out, a net change of -3 holders.
- The largest iShares Russell 2500 ETF buyer in Q1 2025 was Glenmede Trust, an estimated $34.6M added.
- The largest iShares Russell 2500 ETF seller in Q1 2025 was Kestra Investment Management, an estimated $37.4M sold.
Based on aggregated 13F filings for Q1 2025.