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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

191 hedge funds and large institutions have $1.05B invested in iShares Russell 2500 ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
19
Increased
76
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$141M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$22.2M
3
HCA
3
Harbor Capital Advisors
Illinois
$12.7M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$25.3M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$94.1M

Top Sellers

1
KIM
1
Kestra Investment Management
Texas
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.7M
3
CCM
3
Coldstream Capital Management
Washington
$75.6M
4
BC
4
Brio Consultants
California
$12M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
SFMG Wealth Advisors
Texas
$222K +$15.5K +248 +8%
EH
152
Equitable Holdings
New York
$222K +$7.38K +118 +3%
DWM
153
Diversify Wealth Management
Utah
$211K -$70.6K -1,146 -25%
HWA
154
Heritage Wealth Architects
Minnesota
$207K +$207K +3,313 New
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$207K – – –
RWM
156
Ritholtz Wealth Management
New York
$205K -$3K -48 -1%
TPCW
157
TD Private Client Wealth
New York
$178K +$10.4K +167 +6%
MCM
158
MAI Capital Management
Ohio
$137K -$9.19K -147 -6%
PA
159
Parallel Advisors
California
$125K -$58.7K -939 -32%
AGWCA
160
Annis Gardner Whiting Capital Advisors
Florida
$121K – – –
EWA
161
EverSource Wealth Advisors
Alabama
$108K +$250 +4 +0.2%
Comerica Bank
162
Comerica Bank
Texas
$107K +$11.5K +184 +12%
IWP
163
IAG Wealth Partners
Wisconsin
$99.8K +$10.6K +170 +12%
NA
164
NewEdge Advisors
Louisiana
$98.6K -$188 -3 -0.2%
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$96.1K +$44K +803 +85%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$76.6K – – –
AC
167
AlphaCore Capital
California
$73.4K +$73.4K +1,174 New
CPG
168
Cornerstone Planning Group
New Jersey
$73.4K +$1.19K +20 +2%
Allspring Global Investments
169
Allspring Global Investments
North Carolina
$62.3K +$62.3K +993 New
OP
170
ORG Partners
Indiana
$59K -$6.9K -110 -10%
FFA
171
Farther Finance Advisors
California
$51.6K +$51.6K +822 New
GWM
172
Geneos Wealth Management
Colorado
$36.9K +$35K +559 +1,803%
WTC
173
WhitTier Trust Company
Nevada
$35.9K +$5K +80 +16%
HI
174
Harbour Investments
Wisconsin
$34.6K +$63 +1 +0.2%
SWM
175
Spire Wealth Management
Virginia
$29.9K +$20.3K +325 +214%
5 6
7
8 9