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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

194 hedge funds and large institutions have $1.14B 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, 70 reducing their positions, and 18 closing their positions.

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
2.6%
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
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$65.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$41.3M
3
Truist Financial
3
Truist Financial
North Carolina
$12.6M
4
CWM
4
CMH Wealth Management
New Hampshire
$8.62M
5
CAM
5
Congress Asset Management
Massachusetts
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
151
Exchange Traded Concepts
Oklahoma
$224K +$224K +3,306 New
RWM
152
Ritholtz Wealth Management
New York
$223K +$746 +11 +0.3%
IA
153
Integrity Alliance
Iowa
$223K -$86.2K -1,272 -28%
FNA
154
First National Advisers
Nebraska
$206K +$206K +3,043 New
FHC
155
First Heartland Consultants
Missouri
$202K +$202K +2,983 New
RFC
156
Regions Financial Corp
Alabama
$202K +$202K +2,981 New
GCA
157
Greenwood Capital Associates
South Carolina
$202K +$202K +2,977 New
NAM
158
NTV Asset Management
West Virginia
$202K +$202K +2,975 New
TPCW
159
TD Private Client Wealth
New York
$199K +$5.49K +81 +3%
Bessemer Group
160
Bessemer Group
New Jersey
$178K +$178K +2,630 New
SWM
161
Spire Wealth Management
Virginia
$153K +$121K +1,787 +375%
GA
162
GoalVest Advisory
New York
$138K -$156K -2,300 -53%
AGWCA
163
Annis Gardner Whiting Capital Advisors
Florida
$132K – – –
PA
164
Parallel Advisors
California
$115K -$20.3K -300 -15%
FG
165
Fairman Group
Pennsylvania
$111K +$95.9K +1,414 +634%
Allspring Global Investments
166
Allspring Global Investments
North Carolina
$86.8K +$18.9K +276 +28%
CPG
167
Cornerstone Planning Group
New Jersey
$83.7K -$1.38K -20 -2%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$83K – – –
Russell Investments Group
169
Russell Investments Group
United Kingdom
$82K +$82K +1,210 New
AC
170
AlphaCore Capital
California
$79.6K – – –
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$64.4K -$54.4K -803 -46%
Jones Financial Companies
172
Jones Financial Companies
Missouri
$60.6K +$34.1K +504 +128%
FFA
173
Farther Finance Advisors
California
$55.7K – – –
IWP
174
IAG Wealth Partners
Wisconsin
$55.2K -$52.9K -780 -49%
OP
175
ORG Partners
Indiana
$51.6K -$12.7K -186 -20%
5 6
7
8 9