SMMD icon

iShares Russell 2500 ETF
SMMD

Overview Fund Activity

163 hedge funds and large institutions have $736M invested in iShares Russell 2500 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 8 closing their positions.

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
21
Increased
69
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$30.4M
2
WIA
2
World Investment Advisors
California
$22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$31.7M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$11.7M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.95M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$84.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.6M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
WANY
5
Wealthspire Advisors (New York)
New York
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
151
NorthRock Partners
Minnesota
$26.1K +$26.1K +417 New
WTC
152
WhitTier Trust Company
Nevada
$25K – – –
IA
153
IFP Advisors
Florida
$23.1K – – –
TLCM
154
Twin Lakes Capital Management
California
$20.9K – – –
EBA
155
Eagle Bay Advisors
New York
$18.3K -$17.6K -281 -49%
AF
156
Allworth Financial
California
$15.3K +$15.3K +235 New
FCA
157
FinTrust Capital Advisors
South Carolina
$14.5K – – –
GWSA
158
Global Wealth Strategies & Associates
Colorado
$13K -$28.2K -451 -69%
ACA
159
Aptus Capital Advisors
Alabama
$12.5K – – –
GWSG
160
GPS Wealth Strategies Group
Colorado
$10.3K +$10.3K +164 New
AA
161
Ancora Advisors
Ohio
$7.83K +$7.83K +125 New
MRCM
162
M&R Capital Management
New Jersey
$6.26K – – –
HWP
163
Highline Wealth Partners
California
$4.7K – – –
PS
164
Principal Securities
Iowa
$1.57K – – –
LOIP
165
Live Oak Investment Partners
Texas
$751 – – –
LNC
166
Lincoln National Corp
Pennsylvania
– -$1.92M -29,300 Closed
LFAS
167
Level Four Advisory Services
Texas
– -$896K -14,547 Closed
HBCM
168
Heron Bay Capital Management
Michigan
– -$826K -12,582 Closed
AA
169
Altman Advisors
Illinois
– -$300K -4,619 Closed
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
– -$253K -3,863 Closed
TF
171
Tompkins Financial
New York
– -$161K -2,451 Closed
FFWM
172
Future Financial Wealth Management
Ohio
– -$4.13K -63 Closed
MTIC
173
Missouri Trust & Investment Company
Missouri
– -$787 -12 Closed
3 4 5 6
7