SMMD icon

iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.15B invested in iShares Russell 2500 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
25
Increased
72
Reduced
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$12.2M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$7.85M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$33.3M
4
CTC
Central Trust Company
Missouri
$42.1M
5
MCM
MAI Capital Management
Ohio
$4.01M

Top Sellers

1
CCM
Coldstream Capital Management
Washington
$65.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$41.3M
3
Truist Financial
Truist Financial
North Carolina
$12.6M
4
CWM
CMH Wealth Management
New Hampshire
$8.62M
5
CAM
Congress Asset Management
Massachusetts
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
126
Aptus Capital Advisors
Alabama
$350K -$277K -4,091 -44%
OCFG
127
O'Connor Financial Group
Illinois
$345K +$71.6K +1,028 +26%
MFA
128
Mayflower Financial Advisors
Massachusetts
$340K +$1.69K +25 +0.5%
OMC
129
Old Mission Capital
Illinois
$339K +$339K +4,995 New
Franklin Resources
130
Franklin Resources
California
$329K +$329K +4,853 New
AA
131
Altman Advisors
Illinois
$322K +$16.2K +1,119 +5%
DADC
132
D.A. Davidson & Co
Montana
$309K +$27.5K +405 +10%
1IA
133
1620 Investment Advisors
Massachusetts
$296K +$23.7K +350 +9%
TPWA
134
TRUE Private Wealth Advisors
Oregon
$292K -$407 -6 -0.1%
RMF
135
Red Mountain Financial
Colorado
$282K -$4.88K -72 -2%
MG
136
Mather Group
Illinois
$276K – – –
SFG
137
SevenBridge Financial Group
Pennsylvania
$275K -$225K -3,186 -45%
FCM
138
Firestone Capital Management
Florida
$271K – – –
SWA
139
SFMG Wealth Advisors
Texas
$271K +$30.1K +444 +12%
CAL
140
Capital Analysts LLC
Pennsylvania
$269K – – –
VFPW
141
Vantage Financial Partners (Wisconsin)
Wisconsin
$263K – – –
VCAM
142
Van Cleef Asset Management
Ohio
$263K – – –
Bank of New York Mellon
143
Bank of New York Mellon
New York
$260K +$2.58K +38 +1%
AFG
144
Atomi Financial Group
New York
$249K -$121K -1,792 -33%
DCM
145
Dimension Capital Management
Florida
$248K – – –
EH
146
Equitable Holdings
New York
$242K +$1.63K +24 +0.7%
DWM
147
Diversify Wealth Management
Utah
$242K +$282 +4 +0.1%
CFG
148
Citizens Financial Group
Rhode Island
$239K -$15.3K -226 -6%
CP
149
Canopy Partners
Ohio
$239K -$799K -11,785 -77%
QCM
150
Quantinno Capital Management
New York
$232K +$232K +3,429 New
4 5
6
7 8