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iShares Russell 2500 ETF

192 hedge funds and large institutions have $1.35B invested in iShares Russell 2500 ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 54

16% more capital invested

Capital invested by funds: $1.16B → $1.35B (+$188M)

2.22% more ownership

Funds ownership: 76.33%78.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 197192 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
192
Holders Change
-5
Holders Change %
-2.54%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
87
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Altman Advisors
Illinois
$341K +$105K +1,471 +7%
1IA
127
1620 Investment Advisors
Massachusetts
$331K +$8.84K +124 +3%
CSP
128
Cary Street Partners
Virginia
$324K -$344K -4,829 -52%
PAS
129
Park Avenue Securities
New York
$321K +$68.5K +962 +28%
TPWA
130
TRUE Private Wealth Advisors
Oregon
$318K
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$316K +$306K +4,291 New
FFA
132
Farther Finance Advisors
California
$307K +$238K +3,340 +406%
RMF
133
Red Mountain Financial
Colorado
$307K +$499 +7 +0.2%
DT
134
Diversified Trust
Tennessee
$300K +$290K +4,069 New
MG
135
Mather Group
Illinois
$300K
FNA
136
First National Advisers
Nebraska
$299K +$72K +1,010 +33%
FCM
137
Firestone Capital Management
Florida
$295K
VFPW
138
Vantage Financial Partners (Wisconsin)
Wisconsin
$287K
VCAM
139
Van Cleef Asset Management
Ohio
$286K
EH
140
Equitable Holdings
New York
$277K +$13K +183 +5%
AFG
141
Atomi Financial Group
New York
$273K +$2.78K +39 +1%
ACA
142
Aptus Capital Advisors
Alabama
$272K -$104K -1,465 -28%
TPCW
143
TD Private Client Wealth
New York
$270K +$52.2K +733 +25%
DCM
144
Dimension Capital Management
Florida
$270K
FHC
145
First Heartland Consultants
Missouri
$261K +$40K +562 +19%
CFG
146
Citizens Financial Group
Rhode Island
$260K
DWM
147
Diversify Wealth Management
Utah
$254K +$356 +5 +0.1%
IA
148
Integrity Alliance
Iowa
$250K +$7.34K +103 +3%
AI
149
Atria Investments
North Carolina
$244K +$236K +3,309 New
RWM
150
Ritholtz Wealth Management
New York
$243K +$784 +11 +0.3%

SMMD Hedge Fund Activity: Q3 2025 in Review

192 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2025, worth a combined $1.35B — up 16% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SMMD and 12 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 87 added.

The largest buyer was Glenmede Investment Management, adding an estimated $33.8M. The largest seller was Susquehanna International Group, cutting an estimated $4.4M.

  • 192 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2025, down from 197 in Q2 2025.
  • Funds reported $1.35B of iShares Russell 2500 ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 12 funds opened new iShares Russell 2500 ETF positions in Q3 2025 and 15 closed out, a net change of -3 holders.
  • The largest iShares Russell 2500 ETF buyer in Q3 2025 was Glenmede Investment Management, an estimated $33.8M added.
  • The largest iShares Russell 2500 ETF seller in Q3 2025 was Susquehanna International Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2025.