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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

171 hedge funds and large institutions have $802M invested in iShares Russell 2500 ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
22
Increased
61
Reduced
62
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
$63.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$48.6M
3
GT
Glenmede Trust
Pennsylvania
$22.4M
4
SW
Simplicity Wealth
New Jersey
$7.77M
5
Bank of America
Bank of America
North Carolina
$31.3M

Top Sellers

1
CCM
Coldstream Capital Management
Washington
$69.7M
2
ARG
Advisory Resource Group
Oklahoma
$2.46M
3
LPL Financial
LPL Financial
California
$9.65M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.88M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$82.9K +$82.9K +1,225 New
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$64.3K -$813 -12 -1%
OP
153
ORG Partners
Indiana
$51.1K – – –
CIAS
154
CBIZ Investment Advisory Services
Ohio
$41.1K – – –
HI
155
Harbour Investments
Wisconsin
$37.3K +$68 +1 +0.2%
WTC
156
WhitTier Trust Company
Nevada
$27.1K – – –
IA
157
IFP Advisors
Florida
$25K – – –
AAG
158
Armstrong Advisory Group
Massachusetts
$24K -$9.55K -141 -28%
TLCM
159
Twin Lakes Capital Management
California
$22.6K – – –
FCA
160
FinTrust Capital Advisors
South Carolina
$15.7K – – –
GWSA
161
Global Wealth Strategies & Associates
Colorado
$14K – – –
Kovitz Investment Group Partners
162
Kovitz Investment Group Partners
Illinois
$13.5K +$844 +12,465 +7%
GWSG
163
GPS Wealth Strategies Group
Colorado
$11.2K +$68 +1 +0.6%
SWM
164
Spire Wealth Management
Virginia
$10.3K -$20.4K -300 -67%
SPP
165
Single Point Partners
Massachusetts
$10K +$10K +10,290 New
AA
166
Ancora Advisors
Ohio
$8.47K – – –
TCG
167
Transcendent Capital Group
Oklahoma
$6.8K +$6.8K +100 New
MRCM
168
M&R Capital Management
New Jersey
$6.77K – – –
AF
169
Allworth Financial
California
$2.39K -$13.7K -200 -85%
GWM
170
Geneos Wealth Management
Colorado
$2.1K +$2.1K +31 New
PS
171
Principal Securities
Iowa
$1.69K – – –
CIAS
172
Capital Investment Advisory Services
North Carolina
$1.36K +$1.36K +20 New
LOIP
173
Live Oak Investment Partners
Texas
$203 -$751 – –
Schroder Investment Management Group
174
Schroder Investment Management Group
United Kingdom
– -$3.57M -56,997 Closed
New York State Common Retirement Fund
175
New York State Common Retirement Fund
New York
– -$3.57M -56,997 Closed
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