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iShares Russell 2500 ETF
SMMD

198 hedge funds and large institutions have $1.16B invested in iShares Russell 2500 ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $1.05B → $1.16B (+$105M)

3% more funds holding

Funds holding: 193 → 198 (+5)

7% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 70

5.41% less ownership

Funds ownership: 81.89% → 76.48% (-5.4%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
198
Holders Change
+5
Holders Change %
+2.59%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
26
Increased
75
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$11.8M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
+$7.36M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$7.34M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$5.5M
5
CTC
Central Trust Company
Missouri
+$4.83M

Top Sellers

Rank Fund Capital Flow
1
CCM
Coldstream Capital Management
Washington
-$15.1M
2
CAM
Cresset Asset Management
Illinois
-$9.44M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.08M
4
Truist Financial
Truist Financial
North Carolina
-$8.58M
5
CWM
CMH Wealth Management
New Hampshire
-$8.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
126
Financial Management Network
California
$373K -$7.35K -116 -2%
SAG
127
SageView Advisory Group
California
$357K -$29K -457 -8%
ACA
128
Aptus Capital Advisors
Alabama
$350K -$259K -4,091 -44%
OCFG
129
O'Connor Financial Group
Illinois
$345K +$65.1K +1,028 +26%
MFA
130
Mayflower Financial Advisors
Massachusetts
$340K +$1.58K +25 +0.5%
OMC
131
Old Mission Capital
Illinois
$339K +$317K +4,995 New
Franklin Resources
132
Franklin Resources
California
$329K +$308K +4,853 New
AA
133
Altman Advisors
Illinois
$322K +$70.9K +1,119 +5%
DADC
134
D.A. Davidson & Co
Montana
$309K +$25.7K +405 +10%
1IA
135
1620 Investment Advisors
Massachusetts
$296K +$22.2K +350 +9%
TPWA
136
TRUE Private Wealth Advisors
Oregon
$292K -$380 -6 -0.1%
RMF
137
Red Mountain Financial
Colorado
$282K -$4.56K -72 -2%
MG
138
Mather Group
Illinois
$276K – – –
SFG
139
SevenBridge Financial Group
Pennsylvania
$275K -$202K -3,186 -45%
FCM
140
Firestone Capital Management
Florida
$271K – – –
SWA
141
SFMG Wealth Advisors
Texas
$271K +$28.1K +444 +12%
CAL
142
Capital Analysts LLC
Pennsylvania
$269K – – –
VFPW
143
Vantage Financial Partners (Wisconsin)
Wisconsin
$263K – – –
VCAM
144
Van Cleef Asset Management
Ohio
$263K – – –
Bank of New York Mellon
145
Bank of New York Mellon
New York
$260K +$2.41K +38 +1%
AFG
146
Atomi Financial Group
New York
$249K -$114K -1,792 -33%
DCM
147
Dimension Capital Management
Florida
$248K – – –
EH
148
Equitable Holdings
New York
$242K +$1.52K +24 +0.7%
DWM
149
Diversify Wealth Management
Utah
$242K +$253 +4 +0.1%
CFG
150
Citizens Financial Group
Rhode Island
$239K -$14.3K -226 -6%
4 5
6
7 8

SMMD Hedge Fund Activity: Q2 2025 in Review

198 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2025, worth a combined $1.16B — up 10% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SMMD positions and 18 closed out — a net gain of 8 holders — while 75 added to existing stakes and 70 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $11.8M. The largest seller was Coldstream Capital Management, cutting an estimated $15.1M.

  • 198 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $1.16B of iShares Russell 2500 ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 26 funds opened new iShares Russell 2500 ETF positions in Q2 2025 and 18 closed out, a net change of +8 holders.
  • The largest iShares Russell 2500 ETF buyer in Q2 2025 was Osaic Holdings, an estimated $11.8M added.
  • The largest iShares Russell 2500 ETF seller in Q2 2025 was Coldstream Capital Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2025.