SMMD icon

iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in iShares Russell 2500 ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+24
Holders Change %
+14.04%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
39
Increased
90
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
$119M
2
CCM
Coldstream Capital Management
Washington
$108M
3
FWIA
Fort Washington Investment Advisors
Ohio
$92.8M
4
Bank of America
Bank of America
North Carolina
$46.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$592K
2
OMC
Old Mission Capital
Illinois
$0
3
AWS
Atria Wealth Solutions
New York
$512K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.54M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$718K
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
151
DT Investment Partners
Pennsylvania
$240K +$4.83K +71 +2%
EH
152
Equitable Holdings
New York
$233K +$2.18K +32 +0.9%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$231K +$5.99K +88 +3%
LC
154
Lindbrook Capital
California
$227K – – –
RWM
155
Ritholtz Wealth Management
New York
$226K +$226K +3,323 New
SWA
156
SFMG Wealth Advisors
Texas
$225K +$12.6K +186 +6%
Wells Fargo
157
Wells Fargo
California
$224K -$48.8K -717 -18%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$207K +$207K +2,826 New
FNA
159
First National Advisers
Nebraska
$207K – – –
FHC
160
First Heartland Consultants
Missouri
$205K +$3.13K +46 +2%
NAM
161
NTV Asset Management
West Virginia
$202K +$202K +2,975 New
PA
162
Parallel Advisors
California
$200K +$53.7K +789 +37%
TPCW
163
TD Private Client Wealth
New York
$183K -$39.9K -587 -18%
MCM
164
MAI Capital Management
Ohio
$159K +$159K +2,339 New
AGWCA
165
Annis Gardner Whiting Capital Advisors
Florida
$132K – – –
EWA
166
EverSource Wealth Advisors
Alabama
$117K +$340 +5 +0.3%
NA
167
NewEdge Advisors
Louisiana
$107K +$476 +7 +0.4%
Comerica Bank
168
Comerica Bank
Texas
$103K +$1.22K +18 +1%
IWP
169
IAG Wealth Partners
Wisconsin
$96.9K – – –
CPG
170
Cornerstone Planning Group
New Jersey
$85.1K +$85.1K +1,210 New
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$83.3K – – –
OP
172
ORG Partners
Indiana
$71.4K +$20.1K +296 +39%
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$64.9K – – –
HI
174
Harbour Investments
Wisconsin
$37.5K +$136 +2 +0.4%
PTC
175
Private Trust Company
Ohio
$33.9K +$33.9K +499 New
5 6
7
8 9