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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.15B 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, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.62%
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
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
CCM
Coldstream Capital Management
Washington
$65.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$41.3M
3
Truist Financial
Truist Financial
North Carolina
$12.6M
4
CWM
CMH Wealth Management
New Hampshire
$8.62M
5
CAM
Congress Asset Management
Massachusetts
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
151
Park Avenue Securities
New York
$230K +$230K +3,391 New
ETC
152
Exchange Traded Concepts
Oklahoma
$224K +$224K +3,306 New
RWM
153
Ritholtz Wealth Management
New York
$223K +$746 +11 +0.3%
IA
154
Integrity Alliance
Iowa
$223K -$86.2K -1,272 -28%
FNA
155
First National Advisers
Nebraska
$206K +$206K +3,043 New
FHC
156
First Heartland Consultants
Missouri
$202K +$202K +2,983 New
RFC
157
Regions Financial Corp
Alabama
$202K +$202K +2,981 New
GCA
158
Greenwood Capital Associates
South Carolina
$202K +$202K +2,977 New
NAM
159
NTV Asset Management
West Virginia
$202K +$202K +2,975 New
TPCW
160
TD Private Client Wealth
New York
$199K +$5.49K +81 +3%
Bessemer Group
161
Bessemer Group
New Jersey
$178K +$178K +2,630 New
SWM
162
Spire Wealth Management
Virginia
$153K +$121K +1,787 +375%
GA
163
GoalVest Advisory
New York
$138K -$156K -2,300 -53%
AGWCA
164
Annis Gardner Whiting Capital Advisors
Florida
$132K – – –
PA
165
Parallel Advisors
California
$115K -$20.3K -300 -15%
FG
166
Fairman Group
Pennsylvania
$111K +$95.9K +1,414 +634%
Allspring Global Investments
167
Allspring Global Investments
North Carolina
$86.8K +$18.9K +276 +28%
CPG
168
Cornerstone Planning Group
New Jersey
$83.7K -$1.38K -20 -2%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$83K – – –
Russell Investments Group
170
Russell Investments Group
United Kingdom
$82K +$82K +1,210 New
AC
171
AlphaCore Capital
California
$79.6K – – –
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$64.4K -$54.4K -803 -46%
Jones Financial Companies
173
Jones Financial Companies
Missouri
$60.6K +$34.1K +504 +128%
FFA
174
Farther Finance Advisors
California
$55.7K – – –
IWP
175
IAG Wealth Partners
Wisconsin
$55.2K -$52.9K -780 -49%
5 6
7
8 9